Karen Lee Posted September 17, 2012 Report Posted September 17, 2012 Successful and well-established, 17 year bookkeeping and tax preparation practice located in the downtown area of a rural, Western Washington community is available for sale. There is an abundance of recreational amenities for the outdoor enthusiast, such as fishing, hiking, hunting and a myriad of snow sports to name a few. Owner is ready for 2013 season and RTRP also willing to work 2013 season for smooth transition. 1040, 1065, 1120, 1120S, 1041, payroll and some write-up. PM if you are interested. Karen Lee Please feel free to delete this post if you feel it is in violation of something. Quote
kcjenkins Posted September 18, 2012 Report Posted September 18, 2012 I don't think it's in violation of anything, Karen. Probably not a lot of people here who want to move there, but hey, you never know. Certainly does not hurt anyone. Quote
Guest Taxed Posted August 7, 2013 Report Posted August 7, 2013 June 16th Sold, today Unsold. I am assuming the buyer backed out?? Do you get calls and letters from HR Block and Liberty Tax? The Liberty guy actually showed up at my office, because he was in the area?? Quote
Karen Lee Posted August 9, 2013 Author Report Posted August 9, 2013 Yes, the buyer backed out. I am the only independent in a 75 mile radius. H&R Block is here but they are so expensive. 3 tax preparers hung it up with RTRP and closed before this last tax season. I went ahead and did the RTRP thing last year and now am back in the game. I do get the letters from HR Block and calls from Liberty Tax but just ignore them. Talked with a fellow that sold his business to H&R Block and the contract was that he stayed for 2 years working on commission with a base of $50,000. Was wanting to relocate but looks like that isn't going to happen. Signed up for CPE's. Still doing 2012 taxes but managed to get a trip to Cabo in this year. Quote
Margaret CPA in OH Posted August 9, 2013 Report Posted August 9, 2013 Are you a diver, Karen? Cabo is a place I really want to dive. My dive center went last year but the timing wasn't right - tax season you know. Quote
Guest Taxed Posted August 10, 2013 Report Posted August 10, 2013 Yes, the buyer backed out. I am the only independent in a 75 mile radius. H&R Block is here but they are so expensive. 3 tax preparers hung it up with RTRP and closed before this last tax season. I went ahead and did the RTRP thing last year and now am back in the game. I do get the letters from HR Block and calls from Liberty Tax but just ignore them. Talked with a fellow that sold his business to H&R Block and the contract was that he stayed for 2 years working on commission with a base of $50,000. Was wanting to relocate but looks like that isn't going to happen. Signed up for CPE's. Still doing 2012 taxes but managed to get a trip to Cabo in this year. Karen, if you are the only independent shop in 75 mile radius, business should be knocking at your doors practically and you would have to turn them away, no?? Is it that you just had enough of ths business and want to retire or do something else? Quote
Jack from Ohio Posted August 10, 2013 Report Posted August 10, 2013 You are about 2,000 miles too far West. I would truly entertain purchasing your practice but for the logistical mountain!! 1 Quote
Karen Lee Posted August 11, 2013 Author Report Posted August 11, 2013 @Margaret-not a diver but saw a documentary about squid in that area that would keep me from diving. I have no lack of business....been working year round since opening. This year was the first year I closed for 2 full weeks since opening. This is a very small town, I've been here for 20 years and in the middle of a divorce, I'm 60 and ready to move on. Been a very traumatic and emotional 2 years and change needs to happen before I book into a psych ward somewhere. Quote
Guest Taxed Posted August 11, 2013 Report Posted August 11, 2013 Have you considered engaging a business broker to sell your business? I don't like the idea myself but if you are having difficulty selling your business, and you are in a hurry to move on, that may be worth looking into. Good luck and all the best. Quote
Karen Lee Posted August 12, 2013 Author Report Posted August 12, 2013 I have considered a business broker however there is a wildcard, I can't move my mother. I take care of her and she is so far into her dementia that moving would not be beneficial. So I get to hang in here until she passes, sounds so morbid. That's life. Karen Quote
Guest Taxed Posted August 12, 2013 Report Posted August 12, 2013 I am sorry to hear that. Are you a one person shop? If business is good can you hire some help and possibly trim your time consuming, low revenue clients so that at least you are making a decent living without killing yourself, until such time you are ready to sell and move, given your family situation. Quote
Karen Lee Posted September 4, 2013 Author Report Posted September 4, 2013 Yes, one person shop. I have had "assistants" before but it just doesn't work out. I have already fired some PITA clients and had a very long talk with myself and I'm committed to staying for as long as I need to. CPE's to be completed this weekend. Hate it when I don't get my way. Karen Quote
Guest Taxed Posted September 5, 2013 Report Posted September 5, 2013 >>> Hate it when I don't get my way. Sometimes we all have to make lemonade out of lemons? Quote
kcjenkins Posted September 6, 2013 Report Posted September 6, 2013 Yes, one person shop. I have had "assistants" before but it just doesn't work out. I have already fired some PITA clients and had a very long talk with myself and I'm committed to staying for as long as I need to. CPE's to be completed this weekend. Hate it when I don't get my way. Karen It's especially hard when you lose an argument with yourself, isn't it? Quote
Lion EA Posted September 6, 2013 Report Posted September 6, 2013 But, then again you also WIN that same argument with yourself !! Quote
Karen Lee Posted September 29, 2014 Author Report Posted September 29, 2014 OK...last tax season coming up. Will scrape name off window. 62 in June. I'm just done. Just got back for NATP Tax Forum in Vegas....ACA is scary and so is Cir 230 and consents and criminality of 7216. Quote
Margaret CPA in OH Posted September 29, 2014 Report Posted September 29, 2014 I'm about done, too. Now you can return to Cabo. Who knows? Perhaps we'll meet up as I still want to dive there...maybe after the coming season. Congrats on a big decision. Quote
Jack from Ohio Posted September 29, 2014 Report Posted September 29, 2014 I'm about done, too. Now you can return to Cabo. Who knows? Perhaps we'll meet up as I still want to dive there...maybe after the coming season. Congrats on a big decision.Where in Ohio are you located? Message me!! Quote
MAMalody Posted September 30, 2014 Report Posted September 30, 2014 Where are you in western WA? Quote
Karen Lee Posted September 30, 2014 Author Report Posted September 30, 2014 Morton, WA between Mt Rainer and Mt St Helens. Quote
Kea Posted September 30, 2014 Report Posted September 30, 2014 You may want to hold off on that Cabo trip. They really got slammed by Hurricane Odile. Some of the pictures I saw reminded me of the Gulf Coast after Katrina. I hope Cabo is able to recover more quickly. Quote
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