• The owner is a CPA
• This practice was established in 2009
• Software in use includes Lacerte, QuickBooks, CFS
• Approximately $100,200 in annual revenue, via bookkeeping (40 clients)
• Approximately 710 individual tax returns with an average fee of $345 per return
• Approximately 200 business tax returns with an average fee of $1,030 per return
• Approximately 60 other tax returns with an average fee of $580 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $410,878 (2024) and  $466,026 (Proj.-2025)
• Lease expires 5/31/2026. Office is a single-story courtyard building with various professional and service businesses.