• The owner is a CPA
• This practice was established in 1990
• Software in use includes Intuit and Lacerte
• Approximately $158,000 in annual revenue, via bookkeeping (25 clients)
• Approximately 354 individual tax returns with an average fee of $571 per return
• Approximately 22 business tax returns with an average fee of $1,931 per return
• Approximately 17 other tax returns with an average fee of 1,080 per return

• Approximately $32,000 in payroll and consulting services

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $251,635 (2023)
• Office condo owned by seller.  Open to leasing or selling to the buyer, if needed.