• The owner is a CPA
• This practice was established in 1988

• Sellers prefers a buyer located in Northern California
• Software in use includes Thomson Reuters
• Approximately $38,000 in annual revenue, via bookkeeping (12 clients)

• Approximately $4,500 in annual revenue, via Audit & Review
• Approximately 340 individual tax returns with an average fee of $819 per return
• Approximately 112 business tax returns with an average fee of $2,623 per return
• Approximately 49 other tax returns with an average fee of $1,520 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $375,000 (2024)
• Month to month Lease