• The owner is a CPA
• This practice was established in 1989
• Software in use includes Lacerte and QuickBooks
• Approximately $1,800 in annual revenue, via bookkeeping (2 clients)
• Approximately 170 individual tax returns with an average fee of $530 per return
• Approximately 20 business tax returns with an average fee of $1,100 per return
• Approximately 3 other tax returns with an average fee of $470 per return
• Annual cash flow is omitted, as this is a book of business
• Lease is N/A; Seller operates from a home office