This practice was started as a home-based, sole proprietorship in 1993 and grew overtime in the practice it is today. Revenue is generated from tax compliance work and some monthly and quarterly bookkeeping. The clientele tends to be middle-income professionals with some complexity as well as corporations, partnerships, estates and trusts. The seller plans to retire but would like to work for the buyer part-time for the first tax season to insure a smooth transition.

Tax Software: ProSeries
Accounting Software: Quickbooks

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