San Rafael EA Firm for Sale

EA firm for sale in San Rafael, CA. ref# SRF124. The Seller started this firm in 1979 and is now looking forward to retirement after the transition. The gross revenue of $221k is derived from 240 Individuals with an average fee of $789, plus 27 Entities with an average fee of $1054 (see breakdown below), and an estimated $3k in tax planning revenue. Approximately 50% of clients remit everything electronically, while 25% of clients drop off their tax data and the remaining 25% mail in their documents. There are no face-to-face appointments. If the firm does not remain in San Rafael then it can be moved to another office within the region (preferably between Corte Madera and Novato). Approximately 40% of clients file a Schedule C, 25% file a Schedule E, and 30% file a Schedule D, plus a couple FBAR’s. In addition to the EA Seller, there is an office manager who may able assist through the tax season if needed, but it’s not known if they are willing to continue working after that. The practice uses UltraTax for tax preparation. The Seller is ideally looking for a responsive and experienced EA or CPA with a high level of competence in tax preparation. Much more information is available on the Practice Profile, including staff info. 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