Business opportunity for a local Accountant/CPA/EA. The CPA that we have been working with and referring my clients to is closing his practice due to health issues. After polling our clients, they have shared with me that the convenience of having their financial planner and tax advisor in the same office is important to them. We have a beautifully furnished upscale office and would like to discuss this opportunity with a local professional. The practice that is closing currently handles approximately 60-70 individual returns and 6 businesses, not including a steady stream of referrals from my firm. We would think this would be a great addition to an existing tax practice or a great start up client base.
If you are self motivated and want to either grow an existing tax practice or want to start a tax practice, this opportunity may be a great fit for you.
The is an in-house opportunity. We want to have the tax advisor in the same office with us for convenience to our clients. We are not interested in referring our clients out to a off-site tax advisor.
Kestra Financial Independent Advisor