CALIFORNIA

This practice was founded in 2006 and has a great reputation throughout the area. Nestled in the southern San Luis Obispo wine region this may be the perfect destination purchase for a buyer looking to find a great acquisition outside of the major metropolitan scene. Approximately 57% of the service provided is tax compliance, 26% is traditional write-up with the balance in a mix of other services. A staff of five works with the owner to get all of the work completed. Many of the clients have small businesses or are small S-Corps. The seller would prefer to work with the buyer for a few years and then retire.

Tax software: UltraTax
Other software: Quickbooks, Office Tools

Please 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.