The practice provides tax and accounting services for approximately 300 clients. The original owner established the business in Lee County, FL over 30 years ago after relocating from Indiana, and established a Limited Liability Company in 2010. The current owner has been with the practice for 20 years.   

The business is a profitable, reputable, and comprehensive tax and accounting service provider. The company primarily serves clients in Florida; however, they continue to service a number of clients in Indiana and other states. 

Services include US Federal tax return preparation (individual, business), State tax returns, payroll tax requirements, accounting, corporate compliance, consulting, etc.

The business has established and loyal relationships with approximately 200 individual clients and 100 business/corporate clients. Approximately 30 clients are based in Indiana. The practice is driven by client referrals and does not advertise nor utilize any on-line media.  The business has experienced an annual growth rate of approximately 20% the past three years.

The business currently utilizes Drake Tax Software and QuickBooks Desktop Pro Advisor.