• The owner is an EA
• This practice was established in 2006
• Trained staff willing to stay on with new owner
• Software in use includes UltraTax, Sureprep, Safesend, Quickbooks, Team Viewer, Excel, Word, Outlook, Carbonite
2025 Revenue Breakdown 7/01/24 - 6/30/25
• Approximately $154,000 in annual revenue, via bookkeeping (79 clients)
• Approximately 454 individual tax returns with an average fee of $407 per return - gross $185,000
• Approximately 60 business tax returns with an average fee of $966 per return - gross $58,000
• Approximately 25 other tax returns with an average fee of $781 per return - gross $20,000
• Approximately $39,000 in annual revenue, via payroll processing (30 clients)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $289,000 (Proj. 2025)
• Seller owns office space and will rent to new owner.
Note: This is a portion of a larger practice that includes specialized consulting services; the related revenue and expenses are not included in this write-up.