• The owner is a CPA
• This practice was established in 1994
• Software used is Lacerte
• Approximately $6,600 in annual revenue, via bookkeeping

• Approximately $53,100 in annual revenue, via other consulting and tax planning

• Approximately $44,000 in annual revenue, via reviewed financial statements

• Approximately $6,700 in annual revenue, via compiled financial statements

• Approximately $4,100 in annual revenue, via other revenue
• Approximately 335 individual tax returns with an average fee of $900 per return
• Approximately 120 business tax returns with an average fee of $1,445 per return
• Approximately 40 other tax returns with an average fee of $675 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $286,092 (2024)
• Lease expires 9/30/2027