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TAX PREPARER WANTED:

TAX PREPARER / ENROLLED AGENT WANTED:

TAX PRACTICE WANTED FOR PURCHASE:

TAX PRACTICE AVAILABLE FOR SALE:

Campbell Tax & Financial Services

  • In business since 1990
  • Location- 1690 Tarragon Dr. Gilroy CA
  • Telephone # (408) 842-7727
  • Email address – rmartinez@campbelltax.com
  • 200 Tax clients in 2018 tax season (San Jose, South Bay, Out of state/Country)
  • 2018 Gross Receipts $60,000
  • Filing process:
    • Majority of clients live out of town
    • Tax organizers mailed to each client during first week of new year
    • One quarter of clients call for in office appointments
    • Three quarters of clients mail back Tax organizer
    • Tax returns are prepared based on Tax organizers input data
    • Tax returns are reviewed with client by phone and changes/corrections are made
    • Copy of tax return and E-file authorization form sent to client for signature
    • Tax return is E-filed upon receipt of signed E-file authorization and tax preparation payment

OFFICE SPACE WANTED:

OFFICE SPACE AVAILABLE:

CERTIFIED FINANCIAL PLANNER:

MARKETING / WEB SERVICES AVAILABLE: