Located in the beautiful Boulder, Colorado, area.
Could be virtualized: 90% of clients use the firm portal and very few clients meet in person
50% of revenue is recurring monthly work / 50% of revenue is from tax preparation services
Average 1040 fees are over $1,000 / No single client represents over 5% of revenue
Well-staffed
UltraTax
ABA Advisors Business ID: CO-2049
