• The owner is a CPA
• This practice was established in 1997
• Software in use includes Lacerte, ProSystems Practice Management, CS Workpapers
• Approximately $65,000 in annual revenue, via bookkeeping (12 clients)
• Approximately 700 individual tax returns with an average fee of $680 per return
• Approximately 265 business tax returns with an average fee of $1,000 per return
• Approximately 40 other tax returns with an average fee of $700 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $344,545 (2024)
• Lease expires 10/31/2026. Seller owns building. Office space can be leased to buyer.