Description:
• The owner is a CPA, CFP/IA • This practice was established in 1986 • Software in use includes Lacerte, QuickBooks, Checkmark Payroll, Chaos Scheduling Software • Approximately 99 individual tax returns with an average fee of $908 per return • Approximately 13 business tax returns with an average fee of $2,324 per return • Approximately 20 other tax returns with an average fee of $719 per return • Approximately 11 consulting clients, generating $4,400 in revenue • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $37,053 • Lease expires in December 31, 2021