• The owner is a CPA and prefers to sell to a CPA
• The seller prefers a local buyer
• This practice was established in 1991
• Software in use includes UltraTax, QuickBooks, CFS (Payroll) 
2024 revenue includes:
• Approximately $81,000 in bookkeeping services (14 clients)
• Approximately 865 individual tax returns with an average fee of $441 per return
• Approximately 65 individual tax returns, children connected, with an average fee of $135 per return
• Approximately 59 business tax returns with an average fee of $1,878 per return
• Approximately 17 Non-profit (990s) tax returns with an average fee of $1,051 per return
• Approximately 15 Partnership tax returns with an average fee of $1,197 per return
• Approximately 32 Trust (1041s) tax returns with an average fee of $463 per return
• Other revenue includes $5,000 in payroll services (6 clients)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $344,000 (2024)
• Lease expires on N/A. Seller owns building.