• The owners are CPAs

• This practice was established in 2011

• Less than 10% of clients meet with the seller and staff

• Software in use includes Lacerte, QuickBooks

• Approximately $823,567 in annual revenue, via bookkeeping (102 clients)

• Approximately $46,735 in annual revenue, via consulting

• Approximately 529 individual tax returns with an average fee of $523 per return

• Approximately 555 business tax returns with an average fee of $1,192 per return

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $947,851 (2025)

• Lease expires in 12/31/2026. Spacious suite in a 5-story building.