EA firm for sale in Santa Ana. This firm primarily provides Tax and Bookkeeping services which are completed by the EA Seller and the Accounting Manager. The Seller has operated the practice for over 40 years and maintains a physical office in Santa Ana. The current shared office space may be available to the Buyer, or the firm can be relocated to another office in the vicinity. The Seller believes an ideal location for client retention would be in central Orange County, including Santa Ana, Irvine, Costa Mesa, Orange, or Anaheim. The Seller is looking for a successor to facilitate retirement, but is available to continue working during tax seasons through April 2027 if support is needed. Approximately 35% of clients submit their documents electronically, 30% by mail, 10% by drop-off, and 25% prefer in-person appointments. The gross revenue included in the sale, $618,000, is derived from 420 Individual tax returns with an average fee of $550, 52 Entity returns averaging $1,555, and $306,000 from Accounting, Bookkeeping, and Payroll services for roughly 24 total clients. The firm currently employs one full-time Accounting Manager, who is likely to remain for up to a year but is also planning for retirement. The office also benefits from a shared receptionist and a part-time payroll assistant. The clientele will transition best to an EA or CPA with a strong tax background who also understands proper bookkeeping procedures. The ideal Buyer should be responsive and comfortable speaking directly with clients when questions arise. The Seller values a family-oriented philosophy and hopes to find a Buyer who appreciates long-term client relationships, as this approach will best support a smooth transition for many years to come. Practice uses Lacerte for tax preparation along with Quickbooks (for clients) & Thomson Reuters (in-house). 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