Central New Jersey Tax, Accounting, CPA Firm

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