• The owner is a CPA
• This practice was established in 2001
• Software used is Lacerte
• Approximately $36,000 in annual revenue, via bookkeeping (14 clients)
• Approximately 585 individual tax returns with an average fee of $520 per return
• Approximately 115 business tax returns with an average fee of $1,160 per return
• Approximately 25 other tax returns with an average fee of $815 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $302,420 (Proj.-2025)
• No lease.  Office space is unavailable.