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Current firm: Mid-size, 40 staff, 4 Partners
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CPA exam planned Jan 2026
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Focus: 60% S-Corps, 40% individuals
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Recent experience: Controlled Foreign Corporations (CFCs)
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Clients: Up to $15m revenues; AGIs $150k–$300k
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Handles full-cycle client relationships and K-1s
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Prepares ~120 returns annually (3–4 per week)
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In-office 5 days per week
