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This CPA has promoted representing clients in tax collection process, filing prior year returns, etc. He is also a QuickBooks Advisor, assisting clients in keeping better business financial records. There are two office locations, one in Cambria and another in Paso Robles. The EA he shares the Paso Robles office with is 68 years old and looking to retire in a year or two. So, there is no competition threat there. There is opportunity for growth in the area as there are a number of older tax preparers that would like to “partner” with another, younger individual. 24% of the gross is accounting related, 60% is tax, and 15% is consulting and tax representation. The seller will finance 75% of the purchase price for the right buyer.
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