Santa Clara EA Firm for Sale

Well established Enrolled Agent firm for sale in Santa Clara, CA. ref# SCL223. This firm was established in 1999. Seller is looking forward to retirement but is available to assist the Buyer for a few years after the sale, and/or based on the needs of the Buyer. The current staff includes 5 full-time employees and 2 contracted preparers. The firm currently operates 99% remotely, with approximately 93% of clientele providing their documents electronically, 5% will drop off, 1% mail-in and the remaining very select few clients making up about 1% will come in for an in-person appointment. Over 95% of tax return review appointment are handled through Zoom or over the phone. Gross Revenue of $1,894,882 is derived from 862 Individual Returns with an avg. fee of $1,406, plus 376 Entities with an avg. fee of $1,661 and an additional $58k of gross revenue from bookkeeping, consulting services and miscellaneous tax services. Firm operates using Lacerte for tax return preparation services in addition to QuickBooks and typical office programs. The clientele will transition best to an experienced EA or CPA this is willing to work hard, provide excellent customer service, and be knowledgeable in all aspects of taxation.

Much more information is available on the Practice Profile including the 2023 P&L with Seller Discretionary items noted. 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