This is a high-quality, business-oriented CPA firm in central York Region. Core practice is business clients from a broad range of industries as well as individual clients. Client engagements include Notice to Reader, business and personal taxes including estates, and some review and audit.
The firm has growing revenue and is profitable with good cash flow to owner. Customer leads are brought in primarily through the website and customer referrals. Estate work is growing. Tax planning continues to be important to clients. The practice has an excellent community reputation, and clients are willing to pay for quality work and great service. The practice is discerning in accepting clients.