|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3504||CA||San Jose||$267,180||expired||New Clients Inc.|
Retirement minded CPA. Firm established in 1998.
6 Annual Clients -Average Fee $3.600 - Total - $21,725
85 Individuals - Average Fee $752 - Total $63,950
101 Businesses - Average Fee $1,593 - Total $160,845
Business Consulting $5,125
Tax Examinations $10,000
Tax Planning $525
Incorporations & Legal Fees $3,610
Clients are long term, educated and higher income individuals. Businesses are small to medium under $5m in gross. Half of clients are businesses and high income individuals mostly related to the business clients.