This is a cloud friendly and paperless office with primarily small business clients, including service based, internet based, a couple construction, and a couple retail businesses. There are also a few larger individual returns. This practice has used telemarketing for growth in the past. Currently there is a three year lease on the office to expire in the summer of 2015. The seller would like to assign the lease with the sale of the practice. Most of the clients meet with the seller at the office. This is a family business with no other staff. There will be transition assistance but no staff will transfer to the buyer. Bookkeeping is billed at $75 per hour – Tax is $125 per hour – CPA representation for IRS matters is $150 per hour. It’s a good base to grow from the Roseville/ Auburn area, and they have had success with the marketing program in place.
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