Seller's Contact Information

  • RE:  Well-Established Tax Preparation Franchise
  • Contact:  Johnathan Zsittnik
Listing Update!
Update: Well-Established Tax Preparation Franchise  is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

Step into a proven and profitable business model with this well-established tax preparation service, operating successfully since 2006. As part of a nationally recognized franchise, this business offers a trusted brand, streamlined operations, and comprehensive support systems.

Specializing in fast, friendly, and reliable tax services, the business has earned a loyal and diverse client base. Located in a high-visibility retail space, it consistently attracts both new and repeat customers seeking dependable financial solutions.

This is a rare opportunity to acquire a turnkey operation with strong brand recognition, a solid customer foundation, and immediate revenue potential. Ideal for entrepreneurs or investors looking to enter or expand in the financial services sector.
- Franchise support and training
- Consistent revenue from a loyal customer base
- Strategic, high-traffic locations
Don’t miss your chance to own a respected business in a growing industry with built-in infrastructure and growth potential.

Reason for Selling:

retirement. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

Relevant Links:

Opportunity Update!

Exciting update: Well-Established Tax Preparation Franchise has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

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Asking Price: $625,000

Insurance Agency for Sale - Scottsdale, AZ

Scottsdale, AZ
Maricopa County

Established and highly regarded as one of the top nationwide insurance firms, this Scottsdale, AZ based insurance agency with a business book of $3.5 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. Seller may be willing to offer financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate Gross Revenues for the owner in the $475k-$575k range over the next 12 months. For more information, please complete the contact information fields on the listing ad.PLEASE NOTE -This agency must be operated under the brand name of this nationwide insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.

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Cash Flow Not Disclosed
Revenue $3,500,000

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Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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Cash Flow $710,000
Revenue $1,500,000

Asking Price: $125,000

Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL
Osceola County

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor seeking territorial control, consistent recurring deal flow, and long-term scalability within a professionally structured advisory model.The office operates under the world’s leading business brokerage franchise system, covering the high-growth Central Florida corridor. This region continues to experience sustained population migration, small business formation, franchise expansion, and investor acquisition demand—naturally generating consistent and increasing lead flow without reliance on heavy outbound prospecting.Established in 2023, the office has rapidly positioned itself as a recognized and trusted intermediary within one of Florida’s most dynamic economic regions. In a short period, the firm has built a strong reputation for professionalism and execution, including multiple businesses successfully resold twice—demonstrating repeat client engagement, transaction continuity, and long-term relationship equity.The exclusive territory encompasses a broad, economically active region filled with small and mid-sized businesses, creating a substantial and renewable pipeline for:• Business sales representation• Exit planning advisory• Business valuations• Buyer representation• Franchise and resale advisoryOperating within the B2B professional services sector, the firm follows a commission-based, asset-light model with strong margins and scalable earning potential. The structure allows expansion through additional broker recruitment without significant capital expenditure.A key differentiator of this opportunity is the extensive transition support offered by the current owner. The seller is committed to ensuring a smooth and strategic handoff, including operational training, relationship introductions, pipeline transition guidance, and ongoing advisory support during the transition period. This significantly reduces risk and accelerates continuity of revenue.Key Advantages• Exclusive, protected Central Florida territory• Positioned within Florida’s fastest-growing economic corridor• Backed by the largest global brokerage network in the industry• National brand authority and structured training systems• Marketing, and transaction management tools• Co-brokering access across a nationwide buyer network• Natural market-driven lead generation fueled by regional growth• Strong referral pipeline from satisfied sellers and professional partners• Repeat clients and multi-cycle resale track record• High-margin, low overhead professional services model• Extensive owner transition and onboarding supportThe combination of brand authority, protected territory, natural economic tailwinds, and repeat transaction history creates a durable and scalable platform opportunity that independent brokerages typically cannot replicate.This is not a startup concept—it is an established, momentum-driven brokerage platform positioned within one of the most economically active regions in the Southeast.Confidential details available upon execution of NDA.

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Cash Flow Not Disclosed
Revenue $290,000

Asking Price: $11,000,000

Scalable Tax Preparation and Consulting Platform

Not Disclosed, FL
Broward County

A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for efficiency, scalability, and consistent seasonal revenue.Revenue is generated through management and consulting services provided to a portfolio of affiliated tax brands—all included in the sale—creating multiple channels for client acquisition and operational leverage across shared resources. The infrastructure is already in place, with a small internal team supported by an established network of independent contractors handling management and administrative functions.Current ownership is hands-on in strategy but limited in hours (approximately 20–30 per week), focusing on performance oversight and team accountability. Day-to-day operations are well systemized, making this a strong fit for a semi-absentee owner or an operator looking to scale.With over 30,000 clients across the U.S., the business benefits from predictable, recurring demand and is well-positioned for growth through enhanced marketing, expanded reach, and potential acquisitions within the highly fragmented tax services industry.The current owner is open to providing transition support to ensure continuity.Business Highlights:Established, scalable tax preparation and consulting platformAsset-light model with low overhead and strong marginsSemi-absentee ownership (20–30 hours/week)Multi-brand portfolio included in sale for diversified lead generationNationwide client database of 30,000 customersRecurring, seasonal revenue with consistent annual demandExperienced team in place (5 employees ~30 independent contractors)Centralized operations allow for significant scalability and margin expansionStrong opportunity for growth through marketing, branding, and geographic expansionIdeal platform for roll-up strategy in a fragmented industryTransition support available from current ownerIdeal Buyer:An individual or group with experience in call center operations, marketing, or customer acquisition will be well-positioned to take this business to the next level. This opportunity is especially attractive for buyers with the vision and resources to expand brand presence and maximize the value of an already established platform.

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Cash Flow $800,000
Revenue $2,250,000

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