• The owner is an EA
• This practice was established in 2000
• Software in use includes Lacerte
• Approximately 1,470 individual tax returns with an average fee of $300 per return
• Approximately 30 business tax returns with an average fee of $665 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $360,425 (2025)
• Lease expires 3-31-2028