About This Practice
Great block of accounts with high fees available in South Charlotte, NC. Clients come from various industries and are very loyal. The clients are a good mix of individuals, small businesses, trusts and estates. Some of these clients have fairly complex returns. Owner hours are very low, and there is opportunity for additional revenue. Fees are healthy and clients enjoy exceptional hands on service. This high-quality block of accounts will not last long.
The ideal buyer has good public accounting experience with a focus on tax preparation. A successful buyer will be an energetic, confident CPA with hands on experience with clients. A commitment to good service and responsiveness will be very important. This opportunity is perfect for a highly personable accountant with several years of public experience who has the ability to engage with each client.
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