Description:
• The owner is a CPA and wants to develop and grow wealth management practice • This practice was established in 2002 • Software in use includes Drake • Approximately $21,561 in revenue generated from payroll processing • Approximately 290 individual tax returns with an average fee of $384 per return • Approximately 16 business tax returns with an average fee of $797 per return • Approximately 12 other tax returns with an average fee of $704 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $122,102 • Lease expires on July 31, 2021. Seller gives buyer the option to sub-lease office space, if needed.