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San Mateo EA Practice
New
Listing #: CAN5197
Location: California
Type: TAX EA
Annual Revenue: $496,000
Asking Price: $645,000
| Presented by: |
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| The A Team |
| Toll Free: (888)783-7822x3 |
Description:
• The owner is an EA
• This practice was established in 1991
• Over 90% of clients are serviced virtually
• Software in use includes CCH Axcess, Sureprep, Safe Send Returns and Organizers
• Approximately 265 individual tax returns with an average fee of $1,390 per return
• Approximately 25 business tax returns with an average fee of $2,215 per return
• Approximately 40 other tax returns with an average fee of $1,405 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $320,070 (Proj 2024)
• Lease expires September 2026. A five-story building with large open parking lot. Large conference room
• This practice was established in 1991
• Over 90% of clients are serviced virtually
• Software in use includes CCH Axcess, Sureprep, Safe Send Returns and Organizers
• Approximately 265 individual tax returns with an average fee of $1,390 per return
• Approximately 25 business tax returns with an average fee of $2,215 per return
• Approximately 40 other tax returns with an average fee of $1,405 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $320,070 (Proj 2024)
• Lease expires September 2026. A five-story building with large open parking lot. Large conference room
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