Tax Practice using Lacerte, est. 2014, $183,802 - [Location]

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Asking Price

$365,000

FOR SALE - ACTIVE

Detailed Information

Location

Deschutes County, OR

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BUYER ANALYSIS

Down Payment

% down

Payback Period

months

Annual Debt Service

% interest, year term

Cash Flow After Debt Service

Debt Service Coverage

x

COMPANY FINANCIALS

Cash flow

(% CF Margin)

Revenue

Furniture, Fixture &
Equipment

Inventory

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Business Description

This business, run by EAs, has been operating since 2014. They use Lacerte software for tax preparation. The practice handles around 545 individual tax returns with an average fee of $470 per return, 20 business tax returns with an average fee of $785 per return, and 25 other tax returns with an average fee of $610 per return. Their projected annual cash flow in 2024, including all expenses, is $183,802. The office space is in a small multi-tenant building, and the lease is on a month-to-month basis. Overall, this tax practice, led by EAs, has been in business since 2014 and uses Lacerte software for tax preparation. They manage a client base that includes approximately 545 individual tax returns, 20 business tax returns, and 25 other tax returns, with respective average fees per return. In 2024, the business is projected to have an annual cash flow of $183,802

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Listed By:

Name : Hannah Boctor

Phone Number : Show Phone number

Hannah Boctor typically replies in about 7 minutes

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