Description:
A reputable tax and financial services firm in Fort Worth, TX is selling a group of high-quality, desirable tax clients that generate annual gross revenues of approximately $74,000.  The accounts included in this sale are primarily middle to high income individuals and a few quality business clients in a variety of industries. They are well-established clients, most of who have been with the firm for 4+ years.  With a strong fee structure in place, this book of business would make a nice-sized starter practice or an easy, profitable addition to another firm.  Since most of the clients are accustomed to mailing or emailing in their work already, they should transition easily to any office in Ft. Worth or the surrounding suburbs. There is also great potential for further growth as the seller would like to continue to refer new business to buyer in the future in order to remain focused on investment services.