San Mateo EA Firm for Sale

EA firm for sale in San Mateo, CA. ref # SMT124. This well-established firm has been a part of the local community for over 30 years and the Seller is looking forward to retirement. However, the Seller is available to assist the Buyer with transition and may consider working part time this upcoming tax season, if needed. Gross revenue of $487k is derived from 234 Individual returns with an avg. fee of $1,510, plus 61 Entities with an avg fee of $1,627, and $34k of income from tax related consulting services, tax planning, etc. The current staff includes 1 full-time tax preparer who would like to continue working after the sale and can assist with transition. Approximately 80% of the clients remit their data electronically, while 10% like to come in to the office for an appointment, 5% prefer to mail-in their documents, and the remaining 5% drop-off to the office. Clients are professionals in multiple industries, such as tech, real estate, psychology, attorneys, etc. The clientele will transition best to an experienced EA or CPA who is comfortable working with high-income Bay Area professionals with equity positions and real estate holdings. The Buyer should be hands on, an excellent communicator, and able to provide clients with personalized service. Practice currently uses CCH Axcess for tax preparation along with SurePrep, Safe Send & Other typical office programs. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

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