ACCOUNTING PRACTICE A741 Ukiah
Latest year or last 12 months Collections $238,072.00
No. of & amt. of gross amount in:
1. Personal income tax returns...... No.114. Amt. $109,016.00
2. Corporate tax returns............... No. 12....Amt. $ 43,820.00
3. Partnership tax returns.............. No. 10... Amt. $ 27,740.00
4. Fiduciary tax returns................. No. 23... Amt. $ 48,821.00
5. Write up/bookkeeping/comp..... No. 9..... Amt. $ 8,675.00
6. Audits...................................... No.
7. Miscl........................................ No
Who does tax interviews? Owner, Number of returns on extension last year:
3
Software used in tax preparation? Prosystems
Largest single client, Tax $, Write up/bookkeeping $ Other $
Write up/ Bookkeeping:
Monthly No. Amt.$, Qtrly. No. Amt.$, Yrly. No. 11 Amt.$
Type of business's in write up/ bookkeeping:.
Software used in write up/ bookkeeping/ payroll: Peachtree
Employees:
Full or part time: Job description/training: Pay & Benefits
1. Full Time - Info Tech Bkpr, Data Entry actng, Tax prep
2. Part time - Front desk, clerical, Data Entry
Equipment: Number of Computers: 4, Networked:Yes No. of printers: 3
Location: Time left on lease Owns ofc Mo. Rate $1,500.00/mo. Office sq.
ft. 1,200
Practice liabilities & expenses:
1. Equipment -0-
2. Furnishings -0-
3. Law suites - None
4. Other, utilities, telephone, etc:
*Seller to guarantee $212,000.00 in Collections*
Selling Price: $254,400.00
OAK TREE ASSOCIATES (800) 233-0659 FAX (949)855-9648
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