• The owner is a CPA
• This practice was established in 2005
• Software in use includes ProSystems, QuickBooks, Tax Tools
• Approximately $70,000 in annual revenue, via bookkeeping (15 clients)

• Approximately $50,000 in annual revenue, via consulting
• Approximately 380 individual tax returns with an average fee of $868 per return
• Approximately 70 business tax returns with an average fee of $3,285 per return
• Approximately 35 other tax returns with an average fee of $2,000 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $258,500 (Proj 2024)
• Lease is month-to-month.  

• Seller is open to staying for one year to assist with transition of business and clients, if needed.