• The owner is a CPA

• This practice was established in 2008

• Software in use includes QuickBooks, Desktop and online - Ultra tax

• Approximately $264,000 in annual revenue, via bookkeeping 

• Approximately $28,000 in annual revenue, via payroll 

• Approximately $114,250 in annual revenue, via other services/projects 

• Approximately 400 individual tax returns with an average fee of $520 per return

• Approximately 80 business tax returns with an average fee of $1,125 per return

• Approximately 15 other tax returns with an average fee of $680 per return

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $323,807 (2025)

• Lease expires December 2028. 7 offices and a conference room, 2 restrooms, reception area with extra seating, small kitchenette.