Business Description

This well-established business, run by an experienced EA since 1992, offers a range of services including bookkeeping and tax preparation. With a client base of 31 bookkeeping clients and handling over 500 individual tax returns annually, the practice utilizes software such as Lacerte and QuickBooks Plus Pro 2024 to efficiently manage operations. Generating an annual revenue of approximately $86,700, the business is financially sound, offering services with fees averaging at $520 per individual tax return and $1,080 per business tax return. With additional services for other tax returns averaging at $985 each, the business maintains a diverse revenue stream. The annual cash flow, which includes the owner's salary and benefits, personal vehicles, and other non-operational expenses, is projected to be $167,185 for 2024. The owner, who also owns the office space, is looking to sell the business, presenting an opportunity for a new owner to take over a successful practice with established clients and a