Carlsbad EA Firm for Sale

EA firm for sale in Carlsbad, CA. ref # CLD124. This firm has been in the Carlsbad area for many years and the Seller is looking forward to reducing their workload in anticipation of retirement. The firm can be relocated but should stay in the North County area of San Diego for client retention purposes. The Seller is also offering a private office in the current location for the Buyer to lease, if desired. Approximately 70% of the clients remit their tax documents electronically or via mail, while the remaining 30% come into the office for a meeting. There are no employees at this firm and the Seller is responsible for all admin and professional duties. Gross revenue of $74k is derived from approximately 65 Individual returns with an avg. fee of $1,089, along with 3 Trusts with an average fee of $1,058. The clientele will transition best to an experienced EA or CPA, who is honest, responsive, and technically proficient. This practice currently uses Lacerte.

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