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Desirable CPA/RIA Metrowest practice

Successful small practice ($1.1M revenues) west of Boston.

Date Posted

November 07, 2023

Higher net worth client base.  Service focus has been more on individual clients than business.  Tax work involves many states and ex-pats as well as fiduciary/estate tax matters.  No audits, review or compilations.  Almost a virtual office with principal operating from Florida residence for past three years.  Growth potential unlimited depending on qualifications and bandwidth.