• The owner is a CPA
• This practice was established in 2011
• Software in use includes Lacerte, QuickBooks, MS Office, Outlook
• Approximately 51+ bookkeeping clients generating $591,000 in revenue
• Approximately 920 individual tax returns with an average fee of $568 per return
• Approximately 355 business tax returns with an average fee of $1,035 per return

• Approximately $37,000 in revenue is generated via other tax-related services
• Approximately $56,400 in revenue is generated via entity restructuring, consulting, payroll, etc.
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $1,028,494 (Proj 2025)
• Lease expires in N/A. Seller owns building. Seller is open to leasing the office space or selling the building as a separate transaction to the buyer.