Description:
There are over 480 clients comprising of Individuals (1040), Trusts/Estates (1041), Partnerships (1065), Corporations (H20, 1120S) and Others (990). There is a strong entertainment industry clientele as well as doctors, real estate, students and retirees. The fee schedule is based on the form. This has always been a "mom and pop" office. They developed relationships with clients, are hands on and chose not to "sell" other products in order to give clients unbiased opinions without being influenced by a profit.