Market
CPA
Member Level
Basic
Last Activity
today
Profile Age
480 days old
General
Location
Fort Lauderdale, FL, US
Profile Type
Buyer
Gross Revenue
$1,000,000.00
Credentials
CPA
Services
Tax, Write Up
Percent Individual
N/A
Percent Corporate
N/A
% Retainer/Recurring Rev
N/A
% Rev From Tax Return
N/A
Operating Expenses
EBITDA
# of Accounts
450
Avg Client Age
55
Overview

Well established tax and financial planning firm with over 2 decades of experience, looking to grow through the acquisition or merger of another tax practice. We offer comprehensive tax and wealth management to our clients.

Specializations and Concentrations

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Technology Solutions

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CRM System

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