• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area
• This practice was established in 1996
• Less than 5% of clients meet with the seller and staff
• Practice is cloud-based and their software in use includes Lacerte, CFS, QuickBooks, TimeSlips, and Microsoft Office
• Approximately 165 individual tax returns with an average fee of $1,145 per return
• Approximately 140 business tax returns with an average fee of $1,445 per return
• Approximately $45K in annual revenue, via review & compilations

• Approximately $345K in annual revenue, via consulting and other projects
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $566,474 (2024)
• Lease expires 12-31-2025