Small Tax Practice in Greater Boston
Considering retirement after next year and would like to transition 35-40 tax clients to another firm. Office is in MetroWest, but work is 100% remote. Clients are organized and timely filers. 80% are individual returns. Total billings are $40k.
Date Posted
November 07, 2023
Sole practitioner looking to transition tax clients to another CPA firm. More individual focused than business. Straight forward very small practice. Almost all clients file by April 15th. Looking to assist a new firm with the transition. Drake software is used. Please reach out to Kristin Wells at kwells@masscpas.org.
