Description:
• Owner looking to retire and is available for transition as agreed with seasoned CPA buyer. • 2020 gross revenues expected to be 1,057,000! • Primarily a boutique tax firm serving professionals, high net worth individuals, and their closely held businesses, trusts, and estates. • Office available for lease in prime location with knowledgeable experienced staff in place ready to transition. • Year-round revenues generated from challenging tax work and excellent cash flow for new owner. • Sophisticated client base that commands the highest billing rates with $2,000 fee minimum. • Firm draws in moderate to ultra-wealthy clients based on owner expertise and reputation. • Turn-key operation for an experienced CPA individual or a CPA firm looking to grow their practice.