Tax Preparation and E-File Services - 2 Locs

Not Disclosed, AZ
Pinal County


Asking Price: Annual Revenue:
$695,000 $679,953

Services: Financial, Accounting, Insurance


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RE: Tax Preparation and E-File Services - 2 Locs Broker: Leah Hayes

Quick Facts

Asking Price: $695,000
Annual Revenue: $679,953
Net Profit: Not Disclosed
Cash Flow: $261,680
Total Debt: Not Disclosed
FF&E: $30,000
Real Estate: Not Disclosed
Year Established: 2005
Employees: 3
BBN Listing #: 103730481
Broker Reference #: WCIC20804

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Business Overview:

This 15-year profitable and well-established seasonal franchise business provides individual and small business tax return preparation and e-file out of two offices located in Pinal County, Arizona (approx. 30 miles southeast of Phoenix). The Sellers report a steady and diversified client base with no clients near 2% of revenue, strong annual client retention of approximately 60%, and stable year-over-year revenues. Both offices are consistently top performers within the franchise system for return count and revenue – one of the offices is #1 office in Arizona and a top 30 office in the entire U.S., out of approximately 3,000 offices. There are approximately 2 years remaining on both office leases plus renewal options. Franchisor provides systems, software, training and various support services, including tax, technology, operations and marketing, along with ancillary products/service opportunities, including tax resolution, insurance and consumer loans for additional revenues. This seasonal, low-key, easy to manage business is great for semi-retirement or someone interested in being in business for themselves, but not by themselves. Buyer/franchisee does not need to be an Enrolled Agent or a CPA. Sellers are committed to the success of a buyer and will make themselves available accordingly to ensure a smooth and successful transition.

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Property Features and Assets:

2 Locations, Speak with Agent for details. Sellers report good landlord relationships and anticipate no issue with an acquirer securing new leases. Locations are approx. 30 miles SE of Phoenix.

Reason for Selling:

Retire/Pursue RE

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is a franchise resale opportunity.

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