• The owner is an EA
• This practice was established in 1993
• Software in use includes ProSeries
• Approximately $13,000 in annual revenue, via bookkeeping (7 clients)

• Approximately 296 individual tax returns with an average fee of $500 per return
• Approximately 33 business tax returns with an average fee of $998 per return
• Approximately 12 other tax returns with an average fee of $610 per return

• Approximately $33,600 in annual revenue, via consulting (26 clients) and payroll processing (23 clients)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $166,298 (Proj 2025)
• Lease is month-to-month. Class C space in a desirable area of S.W. Portland. Has two offices and a reception area.