• The owners are CPAs
• This practice was established in 1984
• 50% of clients meet with the seller and staff
• Software in use includes QuickBooks, Proseries, MS Office
• Approximately $55,000 in annual revenue, via bookkeeping (16 clients)
• Approximately 750 individual tax returns with an average fee of $475 per return
• Approximately 200 business tax returns with an average fee of $875 per return
• Approximately 20 other tax returns with an average fee of $1,000 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $226,989 (Proj-2026)
• Sellers own building. Space is a 4,089 sq ft building. Owners lease ~1,500 sq ft to investment advisory firm.