• The owner is a CTEC
• This practice was established in 1995
• Software in use includes QuickBooks, ProSeries
• Approximately $317,000 in annual revenue, via bookkeeping (45 clients)
• Approximately 124 individual tax returns with an average fee of $679 per return
• Approximately 45 business tax returns with an average fee of $1,034 per return
• Approximately $178,000 in annual revenue via other projects 
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $363,075 (2024)
• Lease is N/A. Seller operates practice remotely.