• The owners are CPAs
• This practice was established in early 1990's
• Software in use includes UltraTax
• Approximately $165,000 in annual revenue, via bookkeeping (44 clients)
• Approximately $80,000 in annual revenue, via consulting (50 clients)
• Approximately $209,000 in annual revenue, via payroll processing (80 clients)
• Approximately $27,000 in annual revenue, via audit and review (3 clients)
• Approximately 1,300 individual tax returns with an average fee of $1,095 per return
• Approximately 400 business tax returns with an average fee of $2,720 per return
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