• The owner is a CPA
• This practice was established in 2005

• No clients meet with the seller in person; all are serviced virtually. 
• Software in use includes Lacerte
• Approximately 50 individual tax returns with an average fee of $1,350 per return
• Approximately 4 business tax returns with an average fee of $1,700 per return
• Approximately 9 other tax returns with an average fee of $1,160 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $140,636 (2024)
• Lease is N/A. Seller operates out of a home office.