#5299 - Houston - TEXAS

Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 | Total $225,000 Other: 10 | Avg Fee $2,900 | Total $29,000 Other Services: Advisory: $30,000 IRS Resolution / Tax Catch-up: $100,000 Total Gross Revenue: $840,000 Client Demographics: 50% small business owners (82 separate business filings) 200 individual clients (professionals, retirees) Primarily Texas-based, with some out-of-state and international clients (Canada, Norway, Taiwan, Cayman Islands, Germany, Guatemala) Client Delivery: 90% trained to use electronic document delivery (ShareFile) and e-signature (RightSignature) Remote staff work 3 out of 5 days per week SDE - $367,400 Asking Price - $1.2M