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Oakland EA Practice
Listing #
CAN1791
Location
California
Annual Revenue
$955,000
Asking Price
$1,200,000
Type
TAX EA BOOKKEEPING PAYROLL
| Presented by: |
 |
| The A Team |
| Toll Free: (888)783-7822x3 |
Description:
• The owner is an EA
• Staff of 3 full time bookkeepers willing to stay on
• Over $400,000 in reoccurring revenue
• Centrally located in the Oakland/San Francisco corridor (580/880)
• This practice was established in 2007
• Software in use includes ACT Tax, CFS, AME, ADP, QuickBooks
• 2024 generated revenue as follows:
• Staff of 3 full time bookkeepers willing to stay on
• Over $400,000 in reoccurring revenue
• Centrally located in the Oakland/San Francisco corridor (580/880)
• This practice was established in 2007
• Software in use includes ACT Tax, CFS, AME, ADP, QuickBooks
• 2024 generated revenue as follows:
- Approximately $361,000 in annual revenue, via bookkeeping (129 clients)
- Approximately 470 individual tax returns with an average fee of $373 per return
- Approximately 67 business tax returns with an average fee of $1504 per return
- Approximately 24 Other tax returns with an average fee of $713 per return
- Approximately $165,000 in payroll (95 clients)
- Approximately $77,000 in other services
- Approximately $13,000 in audit/review
- Approximately $41,000 in Compilation
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $454,251 (2024)
• Lease expires in 2028 (5-year lease)
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