• The owner is a CPA
• This practice was established in 2006
• Practice is virtual with exception of a handful of clients being seen in-person
• Software in use includes Lacerte Tax, QuickBooks, Excel
• Approximately 30 individual tax returns with an average fee of $3,800 per return
• Approximately 30 business tax returns with an average fee of $3,300 per return
• Approximately $470,000 in annual revenue, via consulting projects 

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $896,575 (2025)
• Lease expires in 2028.