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Small firm (1 Partner, 5 staff total)
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Work split: 60% individuals, 15% partnerships, 15% S-Corps, 5% C-Corps, 5% trusts/estates
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Annual workload: ~175 returns prepared, 50 reviewed
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AGIs average $1m+
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Clients: $100k–$100m revenues (majority $1m–$10m)
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Industries: Construction, real estate, aviation, homebuilding
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Strong with K-1s
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Software: CCH Axcess, ProSystem fx, QuickBooks
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Values growth-oriented, employee-focused firms
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Enjoys small firm culture, open to hybrid/remote


