Retirement minded owner. Firm established in 1993.
Total gross income - $320,000
23 Monthly Clients - Avg Fee - 176 - Total - $40480
9 Quarterly Clients - Avg Fee - $818 - Total - $7362
13 Annual Clients - $4877 - Total - $63400
Income Tax
570 Individuals - Avg Fee - $313 Total $178410
41 Businesses - Avg Fee - $819 Total $33972
4 Other - Avg Fee $614 Total $2456
Tax Planning - $10490
Net Profit - $167,000
Asking Price - $375,000
#5268 - East Longmeadow - MASSACHUSETTS
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5268 | MA | East Longmeadow | $319,998 | expired | Thrive Financial Group, LLC |
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