An established bilingual tax and business services firm serving individuals, families, and small business owners across Central Florida’s fast-growing Hispanic market. The practice completed 466 returns last season, has more than 800 invoiced clients on file, and holds over 100 five-star reviews. That reputation was built on language, trust, and referrals, not paid advertising.
Roughly one in five returns comes from a business client, and that is where the model reaches beyond tax season. Bookkeeping, payroll, entity formation, state compliance filings, and health insurance enrollment keep clients engaged year-round and add monthly recurring income on top of the seasonal core. Overhead is minimal, margins are strong, and the operation runs on established systems: a CRM with automated scheduling and review management, professional tax and e-filing software, cloud accounting, and a centralized server.
The next stage of growth is already sitting in the client file. Recurring services currently reach only a small share of the business clients, which leaves a clear path to expand bookkeeping, payroll, and insurance across an established, loyal base. For a bilingual preparer, EA, or CPA, this is a ready-made book of business. For a regional firm, it is a relocatable client base that can be absorbed into an existing office. An acquisition now puts the new owner in place ahead of the 2027 filing season.
- 466 returns filed last season (individual and business mix)
- 800+ invoiced clients and 1,000+ contacts in CRM
- 100+ fivestar Google reviews
- Yearround recurring income from bookkeeping, payroll, and insurance commissions
- Lean, relocatable operation with low occupancy cost
- Seller support for transition and insurance book transfer
A signed NDA is required to receive financials and the business identity.
