Business Description

This is a virtual CPA practice established in 2001, with minimal in-person client interaction. The owner primarily uses software like Lacerte and Checkpoint Tools for tax services. The practice handles around 110 individual tax returns and 70 business tax returns annually, generating revenue mainly through tax services, consulting, and other projects. With an annual revenue breakdown of approximately $11,500 from other projects, $31,650 from audit and review services, and $82,800 from business consulting, the business has a projected cash flow of $139,056 in 2024. The owner operates the practice from a home office, with only 1% of clients needing to visit in-person for material drop off or pick up. Overall, this virtual CPA practice offers tax and consulting services with a focus on remote client engagement and efficient software utilization.