Description:
The seller would like to either sell the accounting and tax practice in order to focus more on his Financial Advisory Services or merge with another CPA who has an accounting/tax focus which would complement the seller's focus. Either way, the buyer will be expected to join the seller at this Thousand Oaks location which has been recently remodeled, refurnished, and technologically upgraded with a new powerful server. The buyer will be able to capitalize on the improvements and the seller will be able to remain in contact with the client base to ensure a smooth transition. There are 725 individual returns and 145 business clients. 12% of the gross is generated through accounting services, 5% from consulting, and 85% from tax.