ACCOUNTING PRACTICE

Latest year or last 12 months, Billings $ Collections $
No. of & amt. of gross amount in: 1. Personal income tax returns No. Amt. $
2. Corporate tax returns No. Amt. $
3. Partnership tax returns No. Amt. $
4. Fiduciary tax returns No. Amt. $
5. Write up/bookkeeping/comp. No. Amt. $
6. Audits (tax) No. 1 Amt. $0
7. Misc. No.3 Amt. $
Who does tax interviews ? No. of returns on extension last year:

Software used in tax preparation?

Largest single client, Tax 00, Write up/bookkeeping $ Other $

Write up/ Bookkeeping:
Mo., No. Amt.$ Qtr., No. Amt. $, Yr., No. Amt.$
Type of business's in write up/ bookkeeping:.

Software used in write up/ bookkeeping/ payroll: QuickBooks

Employees:
Full or part time: Job description/training: Pay & Benefits
1.
2.
3.
4.
5.

Equipment: Number of Computers: , Networked:Yes , No. of printers:

Location: Time left on lease mo., Mo. Rate $00/mo. Office square footage sq. ft. .00
Practice liabilities & expenses:
1. Equipment -0-
2. Furnishings -0-
3. Law suites -0-
4. Other, utilities, telephone, etc: Util $ per mo.Tele $ per mo

Selling Price:

OAK TREE ASSOCIATES (800) 233-0659 FAX (949)855-9648