NORTH CAROLINA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3507NCWinston Salem$299,000expiredPoe Group Advisors

This is a well-established local CPA firm with a focus on individual and business taxes with one review and a few compilations. There is also some trust and real estate tax return work. There are no audits. Firm is known for honest, trustworthy work and boasts long-term relationship with great clients. All new business comes from strong referrals including several estate attorneys who refer estate tax business. Owner is the only CPA with one receptionist and two seasonal bookkeepers who will be retiring. Cash flow to owner is close to 50%! Office atmosphere is laid back, friendly atmosphere with casual attire and flexible schedules. There is an opportunity to add additional services including tax planning, CFO services and advisory work