Boutique Accounting and Tax Advisory Firm in Ohio
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Financial Details
- Annual Revenue:
- $2,274,526
- Location:
- OH, US
- Source:
- Date:
- May 20, 2025
Key Highlights
- Specializes in strategic tax planning and preparation.
- Boutique firm prioritizing deep client relationships.
- Offers high-value advisory engagements with referral opportunities.
Description
This is a highly specialized accounting and tax advisory firm based in the U.S. serving a national client base. The firm offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. The firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume.
Industry Information
- Industry Description:
- Accounting and Tax Practices
- Classification:
- Financial Services
Listing Details
- Listing ID:
- f66eb655-9796-49dd-9b89-25c5a16acbed
- Deal Status:
- For Sale
- Date Posted:
- May 19, 2025
- Last Updated:
- May 26, 2025
- Currency:
- USD
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