CALIFORNIA

This CPA virtual tax practice has been serving North County clientele since 1980. Loyal client base is primarily made up of high net-worth individuals. Seller implemented a 5% across-the-board fee increase in 2021 and 2022 with no push back. Over 80% of clients have been with seller for more than 10 years. Seller started operating the practice remotely in 2020 using a virtual office located in North County. Seller plans to retire but will be available to assist in client transition.

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