Owner of a So Cal-based wealth management firm is selling the tax portion of his business (the “Tax Only” clients or clients who do not use the firm’s wealth management services). Most of the clients upload docs and pay before taxes are filed so there is no A/R. Average fee for a 1040 is $1,216. Most clients are located in Orange and LA Counties and can be serviced remotely. Seller only had five face-to-face meetings in 2025.
Contact us if you would like to learn more about this opportunity. We will have a detailed report in the next week that you can review after signing a non-disclosure agreement.
Send an email to jwilson@prohorizons.com.
