About This Practice
This well-established accounting and tax firm specializes in offering accounting and tax expertise as well as some estate and trust services. The practice has a reputation for developing strong client relationships and strives to offer high level services in an efficient and comprehensive manner.
The practice has experienced steady growth with good cash flow to owner. Web marketing efforts continue to bring in new clients. Business clients include manufacturing, IT consultants, construction, professionals, and various service-related industries.
The majority of the clients visit the office and appreciate the “personal touch” that they receive when given the opportunity to sit down and discuss their returns in person. Located in a high-end and sought-after business area in Etobicoke, this practice maintains a professional but casual and friendly atmosphere.
Employees are competent, long-term staff who work well as a team and are committed to high quality work. Work schedules are flexible to accommodate both workload and life circumstances. The owner organizes yearly seminars to allow staff to update their knowledge on current tax laws and trends in order to continue to offer their clients the up-to-date tax services that they have come to expect.
The ideal buyer should have several years of accounting and tax experience, be technically capable, and be able to manage an office and staff. They will be experienced in dealing with the needs of owner-managed businesses and enjoy working with the small business community. The firm is known for offering creative tax solutions to its clients so a tax specialist would be ideal for this practice. The buyer will have good interpersonal skills and the ability to demonstrate integrity in the quality of their work and communications with clients. Maintaining this approach to service will continue to bring in referrals.
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