• The owner is a CPA
• This practice was established in 1991
• Software in use includes Drake
• Trained staff interested in staying on with new owner
• Approximately $99,000 in annual revenue, via bookkeeping (12 clients)

• Approximately $50,000 in annual revenue, via consulting & other services (25 clients)
• Approximately 515 individual tax returns with an average fee of $727 per return
• Approximately 70 business tax returns with an average fee of $920 per return
• Approximately 35 other tax returns with an average fee of $584 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $212,000 (2024)
• Lease expires 6/30/2025, open to extending.