This practice was started as a sole proprietorship in 1991. There are a range of services offered with most revenue generated from tax compliance work (planning, consulting, and preparation) and monthly accounting work. The practice clientele is the usual mix of individuals, individuals with small businesses and rentals, corporations and partnerships, estates and trusts. New clients are taken on only if referred from an existing client, all other new business is turned away regularly so there is lots of potential for growth. The sellers plan to retire, but are flexible regarding transition… they are willing to work with/for the buyer for just a few months or as long as a few years depending on the buyer’s needs.

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