Description:
This firm provides bookkeeping, business consulting, tax planning, and tax consulting and preparation services. Tax clients consist mainly of individuals, but also includes S-Corps, LLCs, C-Corps, and some non-profits. The range of industries include construction, retail, restaurants, consultants, Dentists, etc. Marketing efforts are mainly web based, community sponsorships/visibility, and referrals. Ideally, the buyer will have an office in the same town. The current location is the most visible location in the community. It is recommended that the buyer retain the current office. 95% of the clients meet at the office. Occasionally, the seller visits clients at their business. This practice is full of opportunity for a CPA firm.