Overview

I'm an independent fee-only adviser with the desire to assist a more-seasoned adviser with their succession plans. Whether shifting from a commission and/or fee-based practice to fee-only, or simply wishing to exit the business toward their own retirement, I'm interested in having a discussion about how I might be able to help. In turn, I'm seeking to expand my business and fully equipped to handle income tax return preparation and tax services as well (IRS Enrolled Agent). Thus, I'm equally interested in purchasing a small to mid-sized tax practice as well.

Last Activity
6 months or more

Business Data

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