#5312 - Montgomery County - PENNSYLVANIA

Montgomery County, Pennsylvania Supplied by New Clients, Inc. Total Gross Income: $2.239mm (2024) Net Profit: $756,520 through September 2025 with Owner add backs Purchase Price: $2.9mm – Financing available to qualified applicants. Various programs available. Call for details. Year Established: 1982 Accounting, bookkeeping, Compilations: Quarterly Clients: Total: $692,269 Income Tax: Individuals: Total: $929,471 Businesses: Total: $230,714 Other Services: Payroll/Sales Taxes, W-2 & 1099 Total: $ 26,338 Conference Partner in Charge: $154,749 Client Conferences Total: $ 49,137 Special Reports Total: $ 90,283 Other Total: $ 66,039 Full-time Employees: 6 Part-time Employees: 1 Computer Software: Thompson Reuter Ultra Tax CS and billing system & Sage for analytic review Description of Clientele: Restaurants, construction, medical doctors, dentists, professionals (attorneys & architects), retail, real estate, manufacturing, builders and medium to high wealth individuals. Services provided: Accounting, comps, reviews (no audits) tax returns, estate/trusts, estate planning & admin, business valuations, succession planning, forensic accounting, consulting. Interested Parties Should Contact: Chris Clark Practice Sales Specialist New Clients Inc.