Description:
33% of the gross is generated from the business clients which consist of 19 corporations, 52 partnerships, and 23 trust returns. There are 69 individual returns. The marketing strategy consists of word of mouth referrals. The buyer should plan to have an office anywhere along the 24/680 corridor between Orinda and Pleasanton. Very few of the clients (maybe 15%) meet at the home office. The seller usually meets at the client's place of business. Clients expect efficient & practical solutions to their issues.