• The owner is a CPA
• This practice was established in 1990
• Software in use includes Lacerte, QuickBooks, MS Office
• Approximately $637,000 in annual revenue, via bookkeeping (70 clients)
• Approximately 450 individual tax returns with an average fee of $960 per return
• Approximately 260 business tax returns with an average fee of $1,930 per return
• Approximately 30 other tax returns with an average fee of $2,080 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $957,634 (Proj.-2025)
• Lease expires 9/30/2025. The space is a B level ground floor office in business park.