#5431 - Middlesex County - NEW JERSEY

ABA Advisors represents this tax and accounting practice located in Middlesex County, NJ. The firm has staff that will likely transition to the new owner. The ideal buyer will be a CPA in the tri-state area. The seller is willing to provide transitional assistance post-closing for continuity, which will aid in a smooth transition and client retention Client demographics: 20% of the client base is under the age of 35, 75% of the client base is between ages 35 and 75, and 5% of the client base is age 76 or older. Out-of-state clients include DE, CA, CT, FL, GA, HI, NY & TX The firm uses engagement letters. The firm is not paperless. 70% of the clients send their tax return and accounting information to the firm via e-mail, or portal. And 30% drop off their information or mail via USPS. Business ID: NJ-2152