CPA $260,000 AGR in Santa Clara, CA

Market
CPA
Member Level
Premier
Last Activity
within 2 months
General
Location
Santa Clara, CA, US
Listing Type
Find Successor
Gross Revenue
$260,000.00
Credentials
CPA, EA
Services
Tax
# 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.

Specializations and Concentrations

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Technology Solutions

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CRM System

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