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• The owner is a CPA
• This practice was established in 1989
• Software in use includes Drake, QuickBooks, and MS Office
• Approximately $24,000 in annual revenue, via bookkeeping (12 clients)
• Approximately 445 individual tax returns with an average fee of $310 per return
• Approximately 40 business tax returns with an average fee of $1,500 per return
• Approximately 25 other tax returns with an average fee of $200 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $190,000 (2025)
• Seller owns building. Buyer may lease or buy office space. Consists of waiting room, 4 offices, conference room, file room, restrooms, and attic storage.
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