• The owners are CPAs
• This practice was established in 1996
• Software in use includes Lacerte, RightWorks, Smart Vault
• Approximately 415 individual tax returns with an average fee of $450 per return
• Approximately 40 business tax returns with an average fee of $660 per return
• Approximately 50 other tax returns with an average fee of $1,185 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $166,951 (2023)
• Lease is month-to-month. Office space exists just for pickup/drop off of materials. The clients are serviced virtually.