• The owner is an EA
• This practice was established in 2000
• Software in use includes TaxWise
• Approximately $27,500 in annual revenue, via bookkeeping (6 clients)
• Approximately 180 individual tax returns with an average fee of $600 per return
• Approximately 65 business tax returns with an average fee of $1,315 per return
• Approximately 20 other tax returns with an average fee of $950 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $148,566 (Proj.-2026)
• Lease is month-to-month. Office space consists of 4 offices, breakroom/storage area, and reception workstation.