Accounting Milwaukee, WI 3 employees
Bilingual Tax Preparation with Year-Round Advisory
Seasonal tax prep with year-round advisory in Milwaukee
About This Business
Seasonal tax preparation firm with year-round advisory. Prepares 620+ individual and business returns annually in Milwaukee. Bilingual staff serving Spanish-speaking clients. IRS e-file certified with direct state transmission. Expanding into small business accounting.
Key Highlights
620+ returns prepared annually
Bilingual staff
Year-round advisory services
High client retention
Financial Overview
Reason for Selling
Principal looking to semi-retire
Documents Available in Data Room
Financial Statements
Operational Documents
Tax Returns
Marketing Materials
Other Documents
Asking Price
$708k
Company name and seller contact revealed after purchase. One-time fee.