CALIFORNIA

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REF	STATE	LOCATION	ANNUAL GROSS $	STATUS	PRIVATE SALE / BROKER

4205	CA	San Diego	$80,000	sale pending	ProHorizons

This tax practice has been based in Rancho Bernardo for nearly 40 years, service affluent individuals located all over San Diego County. Transitioned to a home office during the pandemic. Uses Lacerte for tax preparation. Average fees for individual returns is over $1,000. Seller would like to retire but will be available to ensure a smooth transition.
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