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Tax & Accounting Firm for Sale (Bay Area)
| Ad Type: | Wanted | |
| Posted: | 2024-09-17, 02:56AM | |
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Well established Enrolled Agent firm for sale in the Bay Area. ref# SCL223. The 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, while 5% drop off, 1% mail-in, and the remaining select few clients will come in for an in-person appointment. 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. Approximate net profit after seller discretionary expenses is $850,ooo+. Buyer must be an accountant or Enrolled Agent who; speaks Hebrew, has an extensive background in tax, and is familiar working with clients who live, and or work, outside the US. Firm uses 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 who is willing to work hard, provide excellent customer service, and be knowledgeable in all aspects of taxation. You can contact us at 855-428-2225 or visit our website at www.atbcal.com for more information. ATB, Inc. CA DRE 02002824
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