Purchased a small tax practice in 2019 to provide growth for my financial planning business. Together they work well as tax clients need financial assistance and financial clients need tax advice. I want to focus on financial planning. I have offices in San Dimas and Redlands. Looking for a local firm that would like to work with the tax clients and I can handle the financial side.

Last Activity
within 6 months
Listing Age
937 days old

Business Data

Blurred Charts

Specializations and Concentrations

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM System