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.
#5227 - Palm Beach and Keys - FLORIDA
ref | state | location | annual gross $ | status | private sale / broker |
---|---|---|---|---|---|
5227 | FL | Palm Beach and Keys | $1,700,000 | new | Ragan & Associates, PA |