• The owner is a Registered Tax Return Preparer

• This practice was established in 1990
• Software in use includes Thompson Reuters UltraTax
• Approximately $20,400 in annual revenue, via bookkeeping (10 clients)
• Approximately 500 individual tax returns with an average fee of $350 per return
• Approximately 60 business tax returns with an average fee of $1,365 per return
• Approximately 15 other tax returns with an average fee of $535 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $190,893 (2024)
• Lease expires 11-30-2025 with the option to renew.