I am a financial advisor buying a tax preparation and bookkeeping business. I need someone that can help with the work. The franchise that I will be a part of requires doing taxes with Ultra Tax. There are about 150 individual and 50 business tax returns. The bookkeeping and payroll is currently done through Thomson Reuters. I am looking for an automated solution for payroll like Gusto. There are about 40 bookkeeping and payroll clients.
For the last four years I have had a CPA do about 40 of my clients tax returns. She is not leaving, but does not have the capacity for all of this work.
Some of the work could be done from home. We can discuss.
