Description:
This is primarily a tax and accounting practice. The accounting is compilations, no reviews or audits. There is a small amount of payroll tax. The seller is retaining financial planning clients and the associated tax work but will offer a first right of refusal to a buyer if appropriate. The bulk of the revenue is tax related (87%); there are a few monthly and quarterly write-up clients and 13 annual clients, making up 13% of the revenue.