CPA $260,000 AGR in Santa Clara, CA

Market
CPA
Member Level
Premier
Last Activity
2 weeks
General
Location
Santa Clara, CA, US
Profile Type
Find Successor
Gross Revenue
$260,000.00
Credentials
CPA, EA
Services
Tax
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
# of Accounts
100
Avg Client Age
60
Overview

Find a qualified successor to prepare taxes and provide financial services to an existing books of business that is part of a larger wealth management firm.

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