• The owner is a CPA
• This practice was established in 1979
• Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries

Total 2024 gross revenue - $186,000
• Approximately $30,000 in annual revenue, via write-up & bookkeeping services (33 clients)
• Approximately $10,000 in annual revenue, via consulting (25 clients)
• Approximately 285 individual tax returns with an average fee of $385 per return - gross $108,000
• Approximately 33 business tax returns with an average fee of $930 per return - gross $30,000
• Approximately 15 other tax returns with an average fee of $540 per return - gross $8,000

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $141,000 (2024)
• Lease is month-to-month.