Established EA tax practice for sale in Big Bear Lake, California. This practice is well established and has served the local mountain community for decades. The Seller is now preparing for retirement and is seeking a qualified successor who will continue providing practical, personal service to a long-standing client base.

Gross revenue is approximately $243,4500, generated primarily from individual income tax preparation, along with a smaller group of S corporation, partnership, corporate, fiduciary, and exempt organization returns. The practice prepares approximately 567 individual tax returns with an average fee of $350, along with approximately 62 business, nonprofit, and fiduciary returns with an average fee of $725.

Client interaction remains relationship-driven and local. Approximately 50% of clients come in for appointments, with the balance primarily using mail or drop-off service. The Seller prepares returns and typically calls clients after preparation, which has helped maintain the personal communication style clients are accustomed to receiving. The practice may be relocatable, but a Big Bear Lake or nearby mountain-area presence is recommended for client retention.

This opportunity is best suited for an EA, CPA, or established tax practice with strong individual tax preparation experience and the ability to serve a manageable number of business, partnership, and fiduciary clients. The Seller’s most important successor quality is simple and important: treat every client as important.

The practice currently uses Lacerte for individual returns and Drake for business returns. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff & financials.

Please complete the Buyer Profile and NDA on our website and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824