Accounting business located in Minneapolis. Business was established 30 years ago, with the current owners (2) for past 25 years. Last tax season they did approximately 1025 tax returns, (900 individual and 125 business returns). The business has 30 payroll accounts, and 10 bookkeeping accounts. In addition, the practice provides a full range of services, including 5 audits (2 single) and attestation services, business consulting, financial and retirement planning, estate and trust planning and IRS representation.
The business uses Lacerte Tax software. For the accounting and bookkeeping they use Quick books and for Audits, Advance Flow.
They provide online services to their clients to assist with the tax process and financial decision making.
The owners work this business full time and are CPA’s. The owner indicates that the business does little to no marketing and the business grew with having a great reputation and providing good customer service.