• The owner is a CPA
• This practice was established in 1975
• Software in use includes Lacerte, QuickBooks, CFS
• Approximately $5,000 in annual revenue, via bookkeeping
• Approximately 1,050 individual tax returns with an average fee of $520 per return

• Approximately 470 business tax returns; pricing is “bundled” with individual returns
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $358,700 (2025)
• Office space has reception area, 3 offices, and a printer/copier room.