REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
4205 | CA | San Diego | $80,000 | sold | ProHorizons |
This tax practice has been based in Rancho Bernardo for nearly 40 years, service affluent individuals located all over San Diego County. Transitioned to a home office during the pandemic. Uses Lacerte for tax preparation. Average fees for individual returns is over $1,000. Seller would like to retire but will be available to ensure a smooth transition.
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