This is a well-established accounting firm with a great reputation for quality work and exceptional customer service. Primary focus is on individual, small and mid-market business tax services and consulting. Office is in a high traffic, walkable location with close proximity to many retail businesses. The office is laid back but professional. Clients enjoy a personalized experience with high-quality tax and accounting advice.
Buyer should be personable and offer personalized service. Good tax and tax planning experience will be helpful for this client base. Clients enjoy the personal relationship with the firm and quality advice. An energetic owner could expand the client base and services offered.
The current owner has built a well-respected firm and will be seeking a professional buyer. This customer base has a great loyalty to the business and has served many generations of families since 1985.