• The owner is a CPA
• This practice was established in 1992
• 25% of clients meet with the seller and staff
• Software in use includes Lacerte, QuickBooks, TPS Billing
• Approximately $46,000 in annual revenue, via bookkeeping (37 clients)
• Approximately 325 individual tax returns with an average fee of $645 per return
• Approximately 40 business tax returns with an average fee of $1,700 per return
• Approximately 30 other tax returns with an average fee of $730 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $211,429 
• Lease expires December 31st, 2026. Office space is within a 3-story professional building with two executive window offices.