Odessa, Texas Supplied by New Clients, Inc. Total Gross Income: $1.68mm Net Profit: $534,521with Owner add backs Purchase Price: $2.1mm – Financing available to qualified applicants. Various programs available. Call for details. Year Established: 1960 and acquired by the current owner in 2013 Computer Software: Thomson Reuters CS and Checkpoint; Lacerte for taxes Description of Clientele: Very diverse range of business clients, from dentists to very large ranches. Some oil working interests; numerous oilfield service companies. They also prepare returns for trusts, estates and non-profits. They have a growing number of CAS (Client Advisory Services) and CFO service clients who are on monthly subscriptions. Description of Clientele: While primarily focused on clientele in the Permian Basin, they do serve a number of clients with ranches and other businesses in New Mexico and Oklahoma. They also prepare tax returns for business clients based in Texas but with operations in numerous other states. They have also prepared returns for several years for a couple of clients who reside overseas.
Interested Parties Should Contact: David Powell Practice Sales Specialist, New Clients Inc. using the message form below.
