|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3673||VT||Burlington||$541,500||sale pending||New 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 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 using the message form below.