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.