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Agnostic

Single Store Tax & Financial Services Franchise – Turnkey

Saint Lucie County, FL, USA
Updated 4 hours ago

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

Internal Id

1282-000119

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.

Support & Training

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

Number Of Employees

10

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.

Reason for Selling

Other Business Opportunities

Financials

Asking Price
$199K
RevenueMost Recent Year
$230K
Earnings (SDE)Last Reported
$79K
Assets Value
Undisclosed
Seller Financing
Not available

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