CALIFORNIA

This growing tax and bookkeeping practice serves small businesses, professionals, wage earners and retired individuals, most of which are located in Inland San Diego County. Revenue for 2021, 2022 and projected 2023 are $86,000, $105,000 and $131,000 respectively. In the 2023 tax season, only 17% of tax clients required face-to-face meetings. Seller plans on retiring but will be available for client transition and to do billable work for the buyer if needed.

We have a detailed report on this practice that should answer most of your initial questions. This can be provided to you after you complete and return a non-disclosure agreement.