#5227 - Palm Beach and Keys - FLORIDA

Thriving North Palm Beach Firm with Offices in the Keys Profitable, flexible, and scalable accounting and tax practice with high end clientele and unusual staff expertise. This reputable firm generates $1.7 million in revenue, specializing in business tax and accounting (60%), high net worth individual, trust, and estate work (33%), and a low volume of returns. Primarily Cloud based, offering remote and relocation options. Highly competitive fees, owner’s rate is $475, supported by a team of qualified professionals with strong client relationships. The owner is flexible, will stay full-time, part-time, or transition out after a smooth handover.