• The owner is an EA, CPA
• This practice was established in 1995
• Software in use includes ATX and QuickBooks
• Approximately $287,246 in annual revenue, via bookkeeping and payroll services (54 bookkeeping clients and 51 payroll clients; most payroll are also bookkeeping clients)
• Approximately 588 individual tax returns with an average fee of $418 per return
• Approximately 195 business tax returns with an average fee of $574 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $250,276 (2025)
• Lease expires in 2029