For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round bookkeeping, payroll, and advisory services, ensuring consistent cash flow through all seasons. As a solo unit, it offers lower overhead and simplified operations, ideal for hands-on owner-operators or first-time buyers seeking a strong local presence supported by comprehensive franchise branding, training, and marketing tools.
- Asking Price:
- $199,000 Furniture / Fixtures and Inventory / Stock included
- Sales Revenue:
- $78,655
- Cash Flow:
- $230,187
Property Information
- Real Estate:
-
Lease
Business Operation
- Management type:
- This business is owner operated.
- Expansion Potential:
-
By focusing off season marketing on bookkeeping, payroll, and advisory services, the business can attract consistent leads year-round. Enhancing digital outreach—local SEO, directory management, client reviews, and online scheduling—boosts visibility and convenience. Delegating day-to-day operations to trained staff or a manager creates scalability and frees the owner for strategic growth or hands-off leadership.
- Competition / Market:
-
The business competes against national tax chains, independent preparers, and DIY platforms like TurboTax, yet differentiates itself by offering in-person, bilingual (English/Spanish) services coupled with year-round support such as bookkeeping, payroll, and advisory services—far beyond mere seasonal filings. By maintaining consistent staffing and fostering personalized client relationships, it avoids the high turnover and transactional experience common among larger providers. This localized, multi-service approach drives deeper client loyalty.
- Reasons for selling:
-
Other Business Opportunities
- Trading hours:
-
Based on Season
9:00am - 7:00pm (In Season)
Saturday: 10:00am - 3:00pm (Out of Season)
- Employees:
- 10
- Years established:
- 2024
Other Information
- Support & training:
-
Seller will train for 30 business days at no cost following the closing.
