Description:
This is primarily a tax practice (500+ returns) with probably a larger percentage of physicians than most practices, but a well blended group of clients overall. Marketing consists of quarterly newsletters, email newsletter to clients, new homeowner direct mail, and Google ads. Over 80% of the clients come to the office...the balance use our organizers and mail info. During tax season, the seller averages over $300/hr. The practice is well organized...almost all 1040 clients use the organizer. This EA does offer investment services and many tax clients are investment clients. Ideally, the seller would like to rent back the office from the new owner and refer new clients to him/her in the future and receive investment referrals from him/her. The seller is also involved in real estate mortgages and some insurance.