Description:
Well established and diverse practice servicing, Individuals, Corporations (C & S), Partnerships (GP's & LLC's) and Non-Profits. They provide both tax return preparation, tax planning and provide QuickBooks support services and training. There are a limited number of compilations (currently 3) and audits (2) with no reviews. There is a niche in supporting local non-profit organizations, most of the HB area elementary schools, some of the junior high schools and many of the high school booster clubs. There is much opportunity to grow this component of the business. If the practice were to move it would probably be prudent to keep in the Huntington Beach area. A large % of clients live in this area and have noted how much they like having a CPA who is located close to them. They meet with most clients for tax return reviews, tax planning, and other services. They pride themselves on making it a point to see clients "face to face" at least once a year.