Description:
of these clients are W-2 earners who return year after year, many are itemizing. A number of wealthy retired clients with investment income. Many rentals and sole proprietors. A few corporations, but more trusts than corporations. No bookkeeping or payroll clients, but some 1099-Misc filings in January and some trust accountings.._x000D_ practice was built on mailings to new homeowners in the area, supplemented by offers of gift cards to those who refer new clients, and first-year discounts to new clients.._x000D_ 17% of the revenue is earned May-Dec. Clients involved in the sale are all located in the immediate area. The office is in an older building with an ocean view from the front steps. Beautiful furniture and décor with a waiting room, reception area, with five private offices for interviews and checking. The practice has a reputation which attracts honest customers who love to tell their friends about the great service. Seller will retain about 200 of 800 clients, but is flexible if buyer wants more or fewer clients. The ideal scenario would be a buyer who takes over the office. This would also help retain more clients. Clients are used to friendly preparers who listen and promptly return phone calls and emails. Seller is willing to answer questions about clients and their returns during tax season as needed..