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| The A Team |
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• The owner is a CPA
• This practice was established in 2016
• 50% of clients meet with the seller and staff
• Software in use includes Lacerte
• Approximately $12,000 in annual revenue, via consulting
• Approximately 170 individual tax returns with an average fee of $1,300 per return
• Approximately 25 business tax returns with an average fee of $3,920 per return
• Approximately 15 other tax returns with an average fee of $1,267 per return
• Projected 2026 Annual cash flow: $151,000
• Month to Month lease. Office space includes 3 staff offices and a kitchen, reception area, and supply room.
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