• The owner is a CPA
• This practice was established in 1980
• Practice is supported by a trained and loyal team eager to continue with the new owner and help ensure a seamless transition
• Software in use includes Lacerte, QuickBooks, MS Office Professional
• Approximately $102,000 in annual revenue, via Bookkeeping (88 clients)
• Approximately $69,000 in annual revenue, via Audit & Review, Compilations and Consulting (24 clients)
• Approximately 300 individual tax returns with an average fee of $831 per return
• Approximately 80 business tax returns with an average fee of $1,400 per return
• Approximately 80 other tax returns with an average fee of $1,157 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $242,000 (2024)
• Building lease expires 12.31.2027; may be assumable
Ad#:2442069