Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and
profitable and has an outstanding reputation in the community. While helpful, a CPA license is not required (no
attestation work or peer reviews needed). The buyer of this firm will need experience in individual tax prep for
clients with trusts and equity compensation common with professionals at area tech firms. A good location and
high average fees make this a great firm for someone branching out on their own, or for an existing firm looking for
a nice roster of high-value clients.
The two owners are the only employees and are retirement age but willing to remain involved for up to a year to
ensure a smooth transition.
