Description:
This is a general practice, 160 individuals, 15 partnership and corporations, 12 trusts (mainly AB trusts for surviving spouses), and 4 continuing nonprofits.  There are also 6 payroll clients (including 2 household employers).  There are several clients with several real estate LLC K-1s.  All clients have come directly from referral of existing clients.  About 85% of my clients meet at the home office.  The others are mainly out of state.