REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4760 | CA | Walnut Creek | $246,000 | available | ProHorizons |
This very profitable practice was started as a sole proprietorship in 1986. In 1990, a small tax practice was purchased to accelerate growth. Today, revenue is solely generated from tax compliance work (planning, consulting, preparation). The practice clientele is a mix of individuals, individuals with small business and rentals, corporations and partnerships, estates and trusts. The seller plans to retire but will be available to assist the buyer as needed.
Tax software: Lacerte
Contact us if you would like to learn more about this opportunity. We have a detailed report you can review after signing a non-disclosure agreement.
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