Description:
This client base consists of higher-end individual tax clients with complex returns and various entity tax returns ; minimal bookkeeping or payroll reporting. They prepare a few compiled financial statements for businesses but no reviews or audits. The firm enjoys a solid reputation among the Modesto professional community due to the seller's focus on high standards. The seller's marketing approach includes networking opportunities, print ads, and word of mouth referrals. Ideally, the buyer will maintain the current location but any Modesto location should work well for the clients. The seller's billing rate is $250/hr