Virtual book of business for sale, based in California. This is a partial sale and represents the tax preparation, subscription tax service, and related client book identified for sale. The Seller is an Enrolled Agent and Investment Advisor who built the practice beginning in 2015 through tax planning workshops and a fully remote service model. Due to a shift in business plans, the Seller is seeking a qualified successor and a good long-term home for the clients.

Gross revenue included in the sale is approximately $584,000. Revenue is generated from two principal service models: active monthly subscription tax-service clients and traditional pay-as-you-go tax clients. The subscription service includes tax preparation and tax planning services and generates consistent monthly recurring revenue of approximately $34,000, or roughly $411,000 annualized. The pay-as-you-go service represents traditional annual tax preparation, with separate billing for consulting or tax planning, and generates approximately $173,000.

The book generated approximately $585,786 of 2025 revenue. The sale group included 427 tax returns filed and 224 active subscriptions producing approximately $34,270 per month. Revenue is generated from approximately 243 individual tax returns, and 209 entity returns (see profile for details). Revenue is strictly from tax preparation, tax planning, and related professional services. The firm does not provide bookkeeping services to this client group, which may represent an opportunity for the Buyer to add services and increase revenue after closing.

This opportunity is well suited for an EA, CPA, or virtual tax firm with deep tax experience, strong remote-service capabilities, and the ability to communicate well and build trust quickly. The clients will likely transfer best to a CPA or EA located in California, or a Buyer with a virtual California office and familiarity with California tax compliance and planning strategies. The Seller is available to assist with transition and help clients transfer to the Buyer; however, the Seller does not wish to prepare tax returns after the sale.

The book is currently operated virtually from San Diego with assistance from home-based tax preparers and outsourced assistants who assist with data entry and initial return preparation for review. The existing employees are expected to remain with the Seller and are not available to the Buyer.

The practice currently utilizes UltraTax for tax preparation, along with SmartVault, DocuSign, and RingCentral. 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