Single Store Tax & Financial Services Franchise – Turnkey

Asking Price
$199,000
SDE
$78,655

Industry

Services

Gross Revenue
Location

$230,187
St Lucie County, FL

Business Description

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

Detailed Information
Internal ID
1282-000119

Number of Employees
10

Year Established
2024

Real Estate Included
No

Additional Information
Reason for Selling

Other Business Opportunities

Support & Training

Seller will train for 30 business days at no cost following the closing.

Market & Competition

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.

Growth & Expansion

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.

Contact Listing Agent

Single Store Tax & Financial Services Franchise – Turnkey

Asking Price
$199,000

SDE
$78,655

Industry
Services

Gross Rev.
$230,187

Location
St Lucie County, FL

Business Description

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

Detailed Information
Internal ID
1282-000119

Number of Employees
10

Year Established
2024

Real Estate Included
No

Additional Information
Reason for Selling

Other Business Opportunities

Support & Training

Seller will train for 30 business days at no cost following the closing.

Market & Competition

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.

Growth & Expansion

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.




Single Store Tax & Financial Services Franchise – Turnkey
https://myexitplan.com/listing/single-store-tax-financial-services-franchise-turnkey/
Asking Price
$199,000

SDE
$78,655

Industry
Services

Gross Rev.
$230,187

Location
St Lucie County, FL

Business Description

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

Detailed Information
Internal ID
1282-000119

Number of Employees
10

Year Established
2024

Real Estate Included
No

Additional Information
Reason for Selling

Other Business Opportunities

Support & Training

Seller will train for 30 business days at no cost following the closing.

Market & Competition

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.

Growth & Expansion

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.