Description:
The clients have mostly come from referrals. Most have a small business or rental properties. The business started in 1982 and almost all original clients were health care professionals. Over the years the practice has accepted referrals of friends and relatives of these clients and the practice is now very diverse. There are several medical, dental and chiropractic clients in the mix. The only marketing is via referral. Approximately 85% of the clients meet with the seller for interviews once a year. The seller's stated rate is: $240/hr for tax planning and preparation, and $120 for bookkeeping work. The tax rate is occasionally adjusted depending on the client and the project. The staff rate is $90/hr for bookkeeping.