ACCOUNTING PRACTICE A-738 - MONTEBELLO

Latest year or last 12 months, Billings $ COD Collections $40,000.00
No. of & amt. of gross amount in:
1. Personal income tax returns. No. _Amt... $30,000.00
2. Corporate tax returns...........No. 2 Amt.. $ 5,000.00
3. Partnership tax returns..........No. _ Amt.. $
4. Fiduciary tax returns.............No. _ Amt.. $
5. Write up/bookkeeping...... ...No. _ Amt.. $
6. Audit ..................................No. _ Am.... $
7. Misc ...................................No. Amt...... $ 5,000.00

Who does tax interviews? Owner No. of returns on extension last year. 10

Software used in tax preparation? Lacerte

Largest single client, Tax $2,500.00 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,

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

Equipment: Number of Computers: 2, Networked yes, No. of printers, 3.

Location: Time left on lease (owns) mo., Rate $500.00,Office square footage,aprox 700 sq. ft.
Practice liabilities & expenses:
1. Equipment $
2. Furnishings -0-
3. Law suites -0-
4. Other, utilities: $150.00

Selling Price: $48,000.00

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