Description:
The owner is a CPA with an office in Atascadero and one in San Luis Obispo * This practice was established in 2005 * Software in use includes ProSystems, QuickBooks, TaxTools * Atascadero office is mainly tax with one monthly client. * Atascadero office generates 93 individual, 23 business, and 16 fiduciary returns and there is some tax planning revenue in the $82,249 of revenue from this office. * San Luis Obispo office is also mainly tax with 2 monthly clients. * San Luis Obispo office generates 55 individual, 10 business, and 13 fiduciary returns. There is tax planning revenue as well, in the $76,692 revenue generated from this office. * Lease is in both locations is month-to-month.