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• The owner is a CPA
• This practice was established in 1991
• ~20% of clients meet with the seller and staff
• Software in use includes ProSeries
• Approximately $8,610 in annual revenue, via other projects (5 clients)
• Approximately 260 individual tax returns with an average fee of $745 per return
• Approximately 40 business tax returns with an average fee of $1,520 per return
• Approximately 10 other tax returns with an average fee of $720 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $229,385 (Proj.-2026)
• Lease expires 12/1/2026. Office space is a ground floor unit in multi-building office complex.
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