• The owner is a CPA
• This practice was established in 1993
• Software in use includes Lacerte and QuickBooks
• Approximately $17,800 in annual revenue, via bookkeeping (12 clients)

• Approximately $45,500 in annual revenue, via payroll (68 clients)

• Approximately $7,400 in annual revenue, via other projects 
• Approximately 690 individual tax returns with an average fee of $770 per return
• Approximately 110 business tax returns with an average fee of $1,230 per return
• Approximately 55 other tax returns with an average fee of $995 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $519,942 (Proj-2025)
• Seller owns office space.