- Single-owner CPA practice 

- 80% Tax Preparation (54% Individual; 39% Business; 7% Other); 20% Bookkeeping

- Cash flow to owner before potentially duplicate expenses is 47% of gross revenue

- Practice utilizes Quickbooks (Desktop & QBO); Ultra Tax; SafeSend; Citrix ShareFile; Office365; Adobe DC with Tic-Tie Calculator; Sureprep

- 2 Full-time (One EA with an MBA); 2 part-time and 1 seasonal employees 

- Private offices in office suite shared with the property’s owner.

- 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