I've been running my CPA firm since 1986 (37 years). I'm currently working with 30 Partnerships, 8 Corps and S-Corps and individual tax payers. My primary objective is to outright sell my CPA practice to the most qualified CPA. From there, I'd like be brought back on as an employee for 2-3 years in order to continue to service the accounts through the transition. I'm also currently in the process of selling my financial advisory practice along the same terms (inquire within). On a side note, I also currently hold a mortgage license and my Life & Health licenses as well.

Last Activity
this month
Listing Age
218 days old

Business Data

Blurred Charts

Specializations and Concentrations

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions


CRM System

Blurred Blurred Blurred