Maria Wasserman

• The owner is a CPA • This practice was established in 1986 • Software in use includes Lacerte, QuickBooks, QBO, CFS, File in Time • Approximately 16 bookkeeping clients generating $75,800 in revenue • Approximately 36 individual tax returns with...

• The owner is a CPA • This practice was established in 1989 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately 26 bookkeeping clients generating $122,000 in revenue • Approximately 205 individual tax returns with an average...

• The owner is a CPA and wants to retire • This practice was established in 1991 • Software in use includes ProSystem • Generates $8,900 in revenue for 2 bookkeeping clients • Approximately 50 individual tax returns with an average fee of $652 per...

• The owner is a CPA • This practice was established in 2004 • Software in use includes UltraTax, Fixed Assets, File Cabinet, Citrix, Sharefile, MS Office, Practice Workpapers • Practice generates approximately $42,174 in accounting/consulting...

• The owner is a CPA • This practice was established in 2011 • Software in use includes Drake, QuickBooks, MS Office • Approximately 820 individual tax returns with an average fee of $425 per return • Approximately 90 business tax returns with an...

• The owner is a CPA and wants to develop and grow wealth management practice • This practice was established in 2002 • Software in use includes Drake • Approximately $21,561 in revenue generated from payroll processing • Approximately 290...

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, Timeslips • Approximately 13 bookkeeping clients generating $40,000 in revenue • Approximately 340 individual tax returns with an average...

• The owner is a CPA • This practice was established in 1988 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately 4 bookkeeping clients generating $9,600 in revenue • Approximately 190 individual tax returns with an average fee...

• The owner is a CPA • This practice was established in 1974 • Software in use includes CCH, Axcess (Full Suite), Engagement (For Financial Statements) • Approximately 110 bookkeeping clients generating $472,000 in revenue • Approximately 460...

• The owner is a CPA • This practice was established in 2002 • Software in use includes Drake, QuickBooks • Approximately 57 bookkeeping clients generating $197,000 in revenue • Approximately 225 individual tax returns with an average fee of $387...

• The owner is a CPA • This practice was established in 1982 • Software in use includes Lacerte • Approximately 240 individual tax returns with an average fee of $572 per return • Approximately 40 business tax returns with an average fee of $1,247...

• The owner is an EA • This practice was established in 1980 • Software in use includes Proseries • Approximately 27 bookkeeping clients generating $79,595 in revenue • Approximately 988 individual tax returns with an average fee of $253 per return...

• The owner is a CPA • This practice was established in 1994 • Software in use includes Lacerte, QuickBooks • Approximately 112 bookkeeping clients generating $305,600 in revenue • Approximately 371 individual tax returns with an average fee of $408...

• The owners are Enrolled Agents • This practice was established in 2018 • Software in use includes Lacerte, QuickBooks, CFS Tax Tools, BQE Timekeeping System • Approximately 87 bookkeeping clients generating $120,900 in revenue • Approximately 434...

• The owner is an EA • This practice was established in 1987 • Software in use includes Lacerte, CFS Software, QuickBooks, Workpapers Plu • Approximately 2 bookkeeping clients generating $6,400 in revenue • Approximately 128 individual tax returns...

• The owner is a Licensed Tax Preparer • This practice was established in 2009 • Software in use includes TaxWise; Client Write-up (Integrated with TaxWise); Intuit Online Payroll • Approximately 640 bookkeeping clients generating $171,200 in...

• The owner is both a CPA and a CFP • This practice was established in 2002 • Software in use includes Lacerte, QuickBooks, QB Online, Intuit Online Payroll, CFS 1099 • Approximately 12 bookkeeping clients generating $118,500 in revenue •...

• The owner is an EA • This practice was established in 2009 • Software in use includes ProSeries, QuickBooks, W2Mate • Approximately 5 bookkeeping clients generating $9,600 in revenue • Approximately 325 individual tax returns with an average fee...

• The owner is both a CPA and an EA • This practice was established in 2016 • Software in use includes Lacerte • Approximately 35 bookkeeping clients generating $172,500 in revenue • Approximately 185 individual tax returns with an average fee of...

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, CCH Pfx, QuickBooks • Approximately 4 bookkeeping clients generating $3,500 in revenue • Approximately 162 individual tax returns with an average fee of...