NEW LISTING – Information Coming Soon! I expect information to be updated over the next couple weeks. The Seller is out of town and will not begin speaking with potential buyers until at least the week of June 22. Please contact our office at 855-428-2225 or email Steve@ATBCAL.com for information before this webpage is updated.
Partial Practice Sale. 100% Remote/virtual client base. Firm uses UltraTax, SmartVault, DocuSign, Zoom, and RingCentral.
Firm operates a tax only offering and a subscription model to produce consistent revenue per month with the benefit of year round engagement with clients. Services include tax return preparation plus tax planning sessions throughout the year.
There is no Practice Profile to download until the week of June 22.