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Westlake Village Semi-Virtual EA Practice
Listing #
CAS1731
Location
California
Annual Revenue
$175,000
Asking Price
$260,000
Type
EA
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| The A Team |
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Description:
• The owner is an EA
• This practice was established in 2016
• Around 2% of clients meet with the seller and staff
• Software in use includes QuickBooks Online, Drake Tax, SignIn Scheduling, TaxDome, TruTax Planner, TaxPlan IQ, Tax Architect
• Approximately $62,600 in annual revenue, via bookkeeping (9 clients)
• Approximately 75 individual tax returns with an average fee of $535 per return
• Approximately 11 business and other tax returns with an average fee of $1,775 - $2,629 per return
• Approximately $52,300 in consulting and other services
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $$127,164 (2023)
• Lease is month-to-month. Practice is operated virtually but the official address is in Westlake Village and has the option to utilize a professional receptionist to manage calls and voicemail services with transcripts and recordings emailed directly. There are also meeting rooms for client appointments if needed.
• This practice was established in 2016
• Around 2% of clients meet with the seller and staff
• Software in use includes QuickBooks Online, Drake Tax, SignIn Scheduling, TaxDome, TruTax Planner, TaxPlan IQ, Tax Architect
• Approximately $62,600 in annual revenue, via bookkeeping (9 clients)
• Approximately 75 individual tax returns with an average fee of $535 per return
• Approximately 11 business and other tax returns with an average fee of $1,775 - $2,629 per return
• Approximately $52,300 in consulting and other services
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $$127,164 (2023)
• Lease is month-to-month. Practice is operated virtually but the official address is in Westlake Village and has the option to utilize a professional receptionist to manage calls and voicemail services with transcripts and recordings emailed directly. There are also meeting rooms for client appointments if needed.
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