Well-Established Tax Accounting Practice
Business Description
For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from essential tax management and accounting services to in-depth offerings like reviews, financial statements, and trust and estate planning.
The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible.
Number of customer tax filings by form:
1040 - 517
1041 - 28
1065 - 53
1120 - 172
5500 - 2
709 - 2
990 - 10
For more information on this business for sale contact listing agent James Knox - (561) 329-0384. Please refer to listing #6401238047.
The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible.
Number of customer tax filings by form:
1040 - 517
1041 - 28
1065 - 53
1120 - 172
5500 - 2
709 - 2
990 - 10
For more information on this business for sale contact listing agent James Knox - (561) 329-0384. Please refer to listing #6401238047.
About the Business
- Years in Operation
- 30
- Employees
- 6 (6 Full-time)
- Currently Relocatable
- Yes
- Market Outlook / Competition
- Miles: 50
Years: 3
Real Estate
- Owned or Leased
- Leased
- Rent
- $2,000.00 per month
- Lease Expiration
- 12/30/2035
About the Sale
- Seller Motivation
- Other Interests
- Transition Support
- Weeks Training: 2
Cost: $0
Listing Info
- ID
- 2450917
- Listing Views
Listing ID: 2450917 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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