This is a pure tax practice with an average fee per client of about $575. There are clients in both San Francisco and Oakland. Out of the total client base, about 24 are self-employed (most sole proprietorship's with no employees), 14 have rental properties, and 42 itemize deductions on Schedule A. Seller does no bookkeeping or payroll. Average client income is close to $95,000 per year. This seller was planning to wind down by weeding out the price sensitive, high maintenance clients, but retirement plans changed. Seller is now ready to move on after a reasonable transition to the buyer.
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