Service Breakdown:
- T1 Personal Tax Returns: Approx. 1,193 returns annually
- T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional new clients onboarded in 2025 not included)
- Total income tax revenues amount to $153,408 representing 47% of annual revenue
- Bookkeeping & Accounting Services: 63 corporate clients generating $160,025 of revenues, representing 49% of annual revenues.
- Established: Founded in 1992, the practice has built a loyal client base and a strong local presence.

Technology:
- Accounting and Tax Software: Profile, Casewear and Paycalc
- Other Software: Sage and Excel

Staffing:
- Two full-time employees year-round
- One part-time seasonal employee
- Both are willing to remain with the buyer, ensuring a smooth transition

Owner Involvement: The current owner personally prepares tax returns and client meetings and is now looking to retire.

Office Space:
- 1,424 square feet
- Monthly rent: $2,424
- Lease assumable; expires December 2026

Financials: Consistent annual billings and profitability, with a strong emphasis on customer satisfaction.