• The owners are CPAs
• This practice was established in 2021
• Less than 5% of clients meet with the seller and staff
• Software in use including Lacerte
• Approximately 250 individual tax returns with an average fee of $811 per return
• Approximately 35 business tax returns with an average fee of $1,181 per return
• Approximately 15 other tax returns with an average fee of $519 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $233,000 (2024)
• Lease is month-to-month.