Description:
The firm is well respected, resulting in an excellent retention rate and consistent referral activity . Lower owner time commitment than is typical for a practice of this size, offering an attractive work/life balance. Solid fee structure (average 1040 is about $435, and average business return is $1,900). Client mix: Writeup and tax for businesses (approximately 48%), 1040 preparation (45%), and trust return preparation (7%). Collections by quarter: Q1 28%, Q2 45%; Q3 13%; Q4 14%. Experienced staff in place and an assumable location make this a turnkey opportunity. Located in an upscale office in a popular area with ample parking . Owner is willing to assist in an orderly transition of the practice.