EA firm for sale in Chula Vista, CA, located in South San Diego County. The Seller is hoping to complete a sale prior to tax season due to family commitments but is available to assist the Buyer with tax preparation through 4/15/26 if needed. The Firm’s clientele are primarily based in the Chula Vista area, and maintaining an office in the same city, or nearby, will be important for client retention. Approximately 35% of clients submit their documents electronically, 5% by mail, 10% via drop-off, and about 50% prefer in-person appointments. The Firm primarily serves individual taxpayers with W-2s, Schedule C, and Schedule E filings, along with a limited number of corporate and partnership returns. Gross revenue of $145,000 is generated from 441 individual tax returns with an average fee of $259, plus 34 entity returns with an average fee of $603, along with $3,000 from bookkeeping services. The Firm is operated by one full-time EA (Seller), supported by a full-time administrative assistant during tax season who works part-time for the remainder of the year. The assistant is willing to continue with the Buyer if needed, but is also comfortable not staying on after the transition. The clientele will transition best to an experienced tax preparer, EA, CTEC, or CPA, with a background in tax. The ideal Buyer should have a friendly personality and the technical knowledge required to handle typical client situations effectively. Practice currently uses Lacerte for tax preparation along with QuickBooks, 1099-etc & CFS Tax Tools. 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 at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824