• The owner is a CPA
• This practice was established in 2001
• Software used is Lacerte
• Approximately $35,800 in annual revenue, via bookkeeping (10 clients)
• Approximately 575 individual tax returns with an average fee of $505 per return
• Approximately 100 business tax returns with an average fee of $1,165 per return
• Approximately 25 other tax returns with an average fee of $800 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $295,420 (Proj.-2025)
• Lease is month-to-month.