ABA Advisors represents this tax and accounting practice located in central New Jersey. The firm has staff that will likely transition to the new owner. The ideal buyer will be a CPA in the tri-state area. The seller is willing to provide transitional assistance post-closing for continuity, which will aid in a smooth transition and client retention.
The Practice - The firm provides broad-based local accounting, tax, and bookkeeping services. Most clients are in central New Jersey area with some out-of-state clients. Client demographics: 20% of the client base is under the age of 35, 75% of the client base is between ages 35 and 75, and 5% of the client base is age 76 or older. Out of state clients include DE, CA, CT, FL, GA, HI, NY & TX The firm uses engagement letters. The firm is not paperless. 70% of the clients send their tax return and accounting information to the firm via e-mail, or portal. And 30% drop off their information or mail via USPS. Business ID: NJ-2152
