|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4134||WA||Seattle/Eastside||$140,000||available||New Clients Inc.|
Supplied by New Clients, Inc.
Total Gross Income:
$127,000 (Earnings before Owner Compensation)
$160,000 – Financing available to qualified applicants. Various programs available. Call for details.
Individuals 1040s: 97 Avg. Fee: $954 Total: $ 91,611
Individuals 1040Xs: 2 Avg. Fee: $825 Total: $ 1,650
Individuals 1041s: 4 Avg. Fee: $400 Total: $ 1,600
Businesses (1065): 7 Avg. Fee: $2,669 Total: $ 18,680
S Corps (1120-S: 10 Avg. Fee: $2,383 Total: $ 23,830
PPP loan assistance, Employee Retention Credit assistance Total: $ 11,670
Year-end tax planning: $ 1,335
CS Professional Suite (Thomson Reuters) - all cloud-based
Description of clientele:
Good mix of clients. Proximity to Microsoft and other tech companies has resulted in a plurality of "Microsofties" as clients. Ten clients are out of state. Most of the clients have adapted to the remote environment, though there are a few elderly clients who still prefer to have a CPA they can meet with locally.
Description of Area:
The Seattle area is bounded by Puget Sound to the west and the Cascade Mountains to the east. It is blessed with beautiful summers, temperate winters, access to mountain climbing, skiing,
fishing, boating, biking, hiking and many more outdoor activities. Kirkland and Redmond, where practice has been located since 1994, and surrounding smaller cities are separated from Seattle by Lake Washington, a beautiful 20+ mile long lake traversed by two bridges. These Eastside cities, along with Bellevue, are the center of the high-tech industry in Seattle, in Washington, and in the US. Costco’s Kirkland Signature brand is named after the town where it originated. A Google campus is also located in Kirkland.
Seller is requesting the following additional information from buyer:
Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice.