VERMONT

Northwest, Vermont
Practice Fact Sheet
Supplied by New Clients, Inc.

Purchase Price: $650,000 – Financing available to qualified applicants. Various programs available. Call for details.

Net Profit: $242,000

Income Tax:

Individuals: 445, Ave Fee: $ 725 Total: $322,000,
Businesses: 84, Avg Fee: $1,430 Total: $120,000,
Other: 56, Ave Fee: $1,215 Total: $ 68,000,

Other Services:
Compilations (2) and other: Total: $ 15,500,
Business Consulting, Tax Examinations,
1099’s, Tax Planning: Total: $ 16,000,

Total Gross Income: $541,500,

Full-time Employees: 3,
Part-time Employees: 4.

Computer Software: Lacerte, eFileCabinet, SecureDrawer, Windows 10, Excel, Word, Outlook (Office 365).

Description of clientele: Our clients are a mix of individual, small business, non-profit and trusts. The individuals range from small to complex. Many of them have some business aspect to their income - self-employed, S-corp owners, rental properties. In many cases we also prepare their business tax returns. our clients are very loyal. We have little turnover.

Description of Area: Northwest, VT is home to several colleges, all of which offer us a steady stream of excellent interns for tax season. The greater Northwest area has a rough population of 225,000. Vermont offers excellent local food, beer, wine, theater and music along with hiking, biking, boating, fishing, skiing (downhill and cross-country), snowmobiling and anything else one could think of doing out doors.

Seller is requesting the following additional information from buyer can be downloaded frorm our website newclientsinc.com:

Confidentiality Agreement,

Financial Statement.

Once these items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.
Interested Parties Should Contact:
Todd Steinberg
1-800-338-0778
E-mail: todd@newclientsinc.com