Overview

We are a tax practice with multiple CPA's that do financial, insurance, estate and gift tax, income tax, real estate, and other business related compliance and planning work. We are looking to acquire an appropriately fitting businesses out there available and within our immediate geographical location.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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