New
Santa Rosa EA Tax Practice
Listing #
CAN5920
Location
California
Annual Revenue
$206,000
Asking Price
$240,000
Type
TAX EA
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 2017
• Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties
• Software in use - Lacerte
• Approximately 258 individual tax returns with an average fee of $616 per return
• Approximately 19 business tax returns with an average fee of $1,610 per return
• Approximately 20 Fiduciary returns with an average fee of $611 per return
• Software in use - Lacerte
• Approximately 258 individual tax returns with an average fee of $616 per return
• Approximately 19 business tax returns with an average fee of $1,610 per return
• Approximately 20 Fiduciary returns with an average fee of $611 per return
• Approximately 4 other amended tax returns with an average fee of $1,099 per return (nonrepeat business)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $104,000 (2024)
• Lease expires: 12/2025
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $104,000 (2024)
• Lease expires: 12/2025
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