SOLD

Practice owner passed away mid-March 2024

Son, who had worked in practice for 10 years, is managing practice during transition

All returns not completed have been extended

Few returns were completed; therefore, great opportunity for 2024 revenue post close

Practice primarily focused on individual clients with some entity returns

Software uses ProSystems Fx and QuickBooks

Two full-time and one part-time employees

Office lease ends January 31, 2026

Son will continue to assist with transition of the practice