SOLD
Carlsbad Semi-Virtual EA Tax Practice
Listing #
CAS5058
Location
California
Annual Revenue
$714,945
Asking Price
$900,000
Type
TAX EA
Presented by:
The A Team
Toll Free: (888)783-7822x3
Description:
• The owner is an EA
• This practice was established in 2013
• Practice can be converted to virtual - Very few clients require in person meetings with seller and staff
• Software in use includes Drake, TaxDome, ScheduleOnce, Zoom

2023 Revenue:
• Approximately 906 individual tax returns with an average fee of $569 per return
• Approximately 277 business tax returns with an average fee of $719 per return

• Cash flow in 2023 was $259,895
• Lease expires in August 2026. The space is a first-floor suite in a 3-story building. Covered parking lot as well.
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