The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the firm generated $901,178 in revenue and $335,514 in owner cash flow.
The firm's revenue is well-diversified:
- Individual tax preparation comprises 40% of revenue, with an average fee of approximately $450.
- Business tax returns account for 22%, averaging $1,000 per engagement.
- Payroll services represe...