Overview

I am a CPA starting a new tax prep & planning practice from scratch. I have purchased one customer list from a small tax prep boutique, and have a solid pool of prospects from two financial planners that I work in conjunction with. I am interested in buying a CPA practice to add a more robust client list to my book. My goal is to provide year round tax and financial planning services to the majority of my clients to complement my tax preparation services.

Last Activity
6 months or more

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