• The owner is a CPA
• This practice was established in 1990. 
• About 15% of clients meet with the seller and staff
• Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro
• Approximately $90,000 in annual revenue, via bookkeeping (360 clients)
• Approximately 863 individual tax returns 
• Approximately 460 business tax returns 
• Approximately 65 other tax returns
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $1,195,750 (Proj.-2025)
• Lease expires in 5-31-2026. Office space is eleven private offices, a computer room, a general open workspace, a kitchen, and a reception area.