CALIFORNIA

This San Francisco tax practice was started in 1977 and has been been providing service to clients primarily in San Francisco, San Mateo, Alameda, Marin and Contra Costa counties since. In 2021, the firm generated approximately $973,000 in revenue from tax preparation services provided to 614 clients, a per client average of just over $1,500. The clients are a mix of individuals, small businesses, corporations, partnerships with some fiduciary and other tax services required. Two partners work part-time on the tax services and are supported by a professional staff of three (one full-time and two part-time) and an administrative staff of three (one full-time and two part-time). All of the staff has been with the firm between 16 to 37 years and all would be willing to work for the buyer depending on the buyer's needs. One partner plans to retire and the other plans to leave the tax industry, but both are willing to support the buyer through transition to insure a successful transfer of the clients.

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