Overview

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
6 months or more
Listing Age
1,319 days old

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