CALIFORNIA

$550,000 - Tax and Accounting firm for sale in Santa Barbara, CA. ref# SBB123. The Seller of this sole proprietor firm would like to retire and work less starting ASAP. The practice is located just minutes from historic downtown Santa Barbara with easy access to the 101 Freeway. The office space can be retained by the Buyer, or the office can be moved to another location in the local community. Other than the Seller, the firm is currently operating with 2 full-time year round employees and 1 seasonal part-time employee. All are likely to stay after the sale. Approximately 20% of clients will come in for an appointment, 20% will drop off, 20% mail in and 40% will remit their documents electronically. This firm provides Bookkeeping, Payroll, Accounting and Tax Services to multiple individuals and entities. The gross revenue of $523k is derived from 457 Individual tax returns with an average fee of $520, plus 144 Entity returns with an average fee of $845, $152k of bookkeeping and payroll and $12k in other provided services. Practice currently uses Lacerte for tax preparation as well as QuickBooks and SmartVault. The Seller is looking for an experienced EA or CPA with a substantial background in tax and accounting that can give personal service to the clientele. Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824

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