Known for high quality tax and estate services and has significant experience with businesses in construction, real estate, and service industries.
Client Information:
Client breakdown from 2023: individual tax preparation and planning 42%, Business tax
preparation and planning 24%, Trust & estates preparation and planning 28%, Reviews &
compilations 4%, Bookkeeping 2%
Established in 1996.
3 partners
Asking price is $2,340,000
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