• The owner is a CPA
• 10% of clients are serviced remotely
• This practice was established in 2006
• Software in use includes Drake, QuickBooks, Web, Microsoft
• Approximately $100,000 in annual revenue, via bookkeeping & Payroll (72 clients)
• Approximately 1,386 individual tax returns with an average fee of $393 per return
• Approximately 191 business tax returns with an average fee of $529 per return
• Approximately 102 other tax returns with an average fee of $427 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $490,000 (2024)
• Month to month, Lease assumable