• The owners are CPAs
• Sellers prefer a buyer in the San Jose Area
• This practice was established in 2018
• Software in use includes Lacerte, Thompson Reuter CS Practice•
• Approximately $203,400 in annual revenue, via bookkeeping
• Approximately $52,000 in annual revenue, via financial statement prep
• Approximately 576 individual tax returns with an average fee of $1,305 per return
• Approximately 232 business tax returns with an average fee of $1,610 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $777,099 (2023)
• Lease expires April 30th, 2026. Space is in downtown Willow Glen; walking distance to stores and restaurants. 
Please note: Seller issues financial statements which requires a CPA A license.  If buyer does not have one, seller is willing to work with the buyer to exclude those clients