- Single-owner CPA practice

- 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping

- Cash flow to owner before potentially duplicate expenses is 48%

- Practice utilizes QuickBooks and Lacerte

- One CPA owner and one CPA employee – see employee census for additional information

- Office space is currently leased through 12/31/2025

- Owner is looking forward to retirement after a long, successful career

- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention