• The owner is an EA
• This practice was established in 1995
• Software in use includes ATX and QuickBooks
• Approximately $154,622 in annual revenue, via bookkeeping and payroll services (71 bookkeeping clients and 51 payroll clients; most payroll are also bookkeeping clients)
• Approximately 588 individual tax returns with an average fee of $402 per return
• Approximately 195 business tax returns with an average fee of $550 per return
• Approximately $25,400 in annual revenue, via other professional services
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $219,086 (2022)
• Lease is Month-to-Month. The space is a 5th Floor Corner Office (top floor) in a Class B Building; Free parking for tenants and clients.  Large owners office, 3 small tax preparer offices, medium bookkeepers office, file/server room, waiting area with signing desk, open area with two desks, printers & fax machine.