Listing Number: 6401-238047
Description
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
Listing Details
- Price: ¥995,000
- Down Payment: $995,000
- Sellers Discretionary Earnings: ¥175,125
- Total Sales: ¥660,000
- Location: Palm Beach County, Florida
- Inventory: ¥0
- FF&E: ¥0
- Employees: 6
- Year Established: 35
- Reason for Selling: other
- Category: Accounting
