3673VTBurlington$541,500sale pendingNew Clients Inc.

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 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 using the message form below.

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