Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate clients.Individual and business income tax preparation and planning.
Estate and trust tax compliance. Partnership and S-corporation tax returns
C-corporation returns (limited base)Fiduciary and trustee services Business consulting and tax projectionsRelated compliance filings (1099s, personal property tax, etc.)

Billing rates (2024):Partners: $235–$375/hr
Accountants: $195/hr
Clerical: $115/hr
Average billable rate (2025): $249/hr
Client Base;The firm’s clientele is primarily composed of:Mid-to-high-net-worth individuals — attorneys, physicians, architects, investment advisors, and executives (notably from Nike, Intel, and similar employers)
Small and mid-size businesses — particularly professional service firms. Estates and trusts — ongoing fiduciary and planning relationships,
Client Composition (2025):127 individual clients21 partnerships13 S-corporations 23 trusts6 disregarded entities1 personal and 1 estate client.
Total active clients: ~195 The firm’s acceptance of new clients has been limited in recent years due to capacity but presents significant upside for a successor firm with additional resources.

Asking Price 1.25x TTM