• The owner is a CPA
• This practice was established in 1987
• 1% of clients meet with the seller and staff
• Software in use includes ProSeries and QuickBooks 
• Approximately $16,000 in annual revenue, via bookkeeping (6 clients)
• Approximately 370 individual tax returns with an average fee of $630 per return
• Approximately 45 business tax returns with an average fee of $1,140 per return
• Approximately 10 other tax returns with an average fee of $1,600 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $249,598 (2025)
• Lease is N/A. Seller operates from home office.