Most of the Firm’s clients consist of wealthy individuals, couples, and small to medium-sized businesses. The individuals and coupled clients are persons who have significant real estate and financial investment assets, and/or are beneficiaries of sizable family trusts. The business clients are generally located on the San Francisco Peninsula or in the San Francisco Bay Area. Their businesses are—generally—providers of services, e.g., contractors, auto repair professionals, architects, medical providers, property managers, etc. The most loyal clients are those who meet with the seller or his staff several times each year to review their income tax and/or estate planning objectives. Estates & Trusts tax and accounting services have been provided to a number of the clients.
To obtain additional information on this practice go to Request More Information and register with broker. You can also be placed on a free listing notification list. Not all information is included above due to confidentiality concerns. The information is provided by sellers and has not been audited or verified by Accounting Practice Sales, Inc. or any of its independent brokers. Buyers are responsible for their own due diligence before buying any practice. Buying and operating a tax or accounting practice involves a certain amount of risk and requires business experience and professional skills.
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