ACCOUNTING PRACTICE A
Latest year or last 12 months Collections $0
No. of & amt. of gross amount in:
1. Personal income tax returns...... No. .. Amt.$
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...................................... No. 0
7. Misc........................................ No. ....... Amt. $
Who does tax interviews? Number of returns on extension last year:
Software used in tax preparation?
Largest single client, Tax $, Write up/bookkeeping $ Other $
Write up/ Bookkeeping:
Monthly No. Amt.$, Qtrly. No. Amt.$, Yrly. No. Amt.$
Type of business's in write up/ bookkeeping:.
Software used in write up/ bookkeeping/ payroll:
Employees:
Full or part time: Job description/training: Pay & Benefits
1.
2.
Equipment: Number of Computers: , Networked: , No. of printers:
Location: Time left on lease 14 months Mo. Rate $/mo. Office sq. ft.
(Total rent is $, splits rent with one other tenant)
Practice liabilities & expenses:
1. Equipment $ per year postage meter
2. Furnishings -0-
3. Law suites - None
4. Other, utilities, telephone, etc:
Selling Price: $
OAK TREE ASSOCIATES (800) 233-0659 FAX (949)855-9648
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