• The owner is a CPA
• This practice was established in 1990
• Software in use includes Intuit and Lacerte
• Approximately $139,000 in annual revenue, via bookkeeping (27 clients)
• Approximately 372 individual tax returns with an average fee of $519 per return
• Approximately 27 business tax returns with an average fee of $2,392 per return
• Approximately 16 other tax returns with an average fee of $761 per return

• Approximately $26,000 in payroll and consulting services

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $187,787 (2022)
• Office condo owned by seller.  Open to leasing or selling to the buyer, if needed.