Well-Established Tax Accounting Practice

Business Overview:

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. Please refer to listing #6401238047.

Contact the Seller:

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Property Features and Assets:

Lease/Month: 2000

Terms & Options: available

Expiration Date: 12/30/2035

Market Competition and Expansion:

Miles: 50

Years: 3

Reason for Selling:

Other Interests. Kindly ask the seller for more information.

Additional Details:

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