Description:
This is primarily an individual tax preparation business. There were 6 Corp and Partnership returns and 56 Fiduciary returns in the TY 2011 year. The practice could be re-located, better in the Burlingame/San Mateo are without posing a problem for clients. The clientele lives and works almost exclusively from San Francisco to San Jose. About 50% of the clients come to the office for an annual interview. More than half of the clients do an good job of completing the annual organizer. The clients are billed by the nature of the return. The base fee for new clients for Fed/CA individual returns is $350.00 with an average being $400-500.