Description:
• Owner wants to retire but could possibly consider some part-time assistance up to a year helping transition. • Revenues in 2016 were around $493,000! • Revenues comprised of tax (83%), bookkeeping (14%), and audit (3%). • Part-time CPAs on staff available to help in tax season. • Attractive location for both the current clientele and potential growth! • Nice fee structure already in place with high net-worth clientele.