• The owner is a CPA
• This practice was established in 2005
• 95% of clients are serviced remotely
• Software in use includes Lacerte & Smart vault portal
• Approx. 278 individual tax returns with an average fee of $664 per return
• Approx. 71 business tax returns with an average fee of $1,048 per return
• Approx. $23,086 revenue from tax planning and other services 
• Projected 2026 Annual cash flow:  $187,000
• Lease expires in month to month