Profitable, Established Tax Preparation Franchise in Growing NC Market

This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in the heart of central North Carolina. The business boasts consistent revenue and high profit margins, averaging over 1,450 clients per year, with nearly 100% of income derived from tax preparation services. With a seasoned team, long-standing community reputation, and very limited advertising, this location thrives on client referrals and repeat business.

The business operates with a full team of trained part-time tax professionals and administrative staff, including a key manager who oversees operations and staff training. The owner works only ~4 hours per week reviewing reports and providing high-level oversight, making this an ideal semi-absentee or owner-operator acquisition.

Franchise support includes robust software tools, national branding, and access to a proven tax school training pipeline. The facility is well-maintained with an affordable lease in place through April 2026, and options to renew.

Market & Strategic Highlights:

• Proven Revenue Model: 3-year weighted average revenue of $436K and net income of $175K with low
  overhead and high customer retention (~65%).
• Team in Place: 17 part-time employees, including a strong manager and assistant who handle
  training, schedules, and return prep.
• Seasonal Operations: High-volume during tax season; reduced off-season hours and flexibility
  for new ownership.
• Franchise Support: Franchise training and system support included. Transfer fee covered by
  seller.
• Opportunity for Expansion: Potential to add services such as bookkeeping, payroll, and business
  advisory to drive year-round income.
• Community Growth: Located in a regional hub poised for expansion thanks to economic
  developments such as the Toyota Battery Plant and growing demand for professional services.

Listing Number:

Category:

SOLD

Financial Information:

Gross Revenue:

Listed Price:

Total Adjusted Net Income:

Equipment / Fixtures:

Year Established:

General Location:

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.

Read First Choice Business Broker, Terms of Use before responding to any ad.

Profitable, Established Tax Prep Franchise in Growing NC Market

Location: Central North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market

This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in the heart of central North Carolina. The business boasts consistent revenue and high profit margins, averaging over 1,450 clients per year, with nearly 100% of income derived from tax preparation services. With a seasoned team, long-standing community reputation, and very limited advertising, this location thrives on client referrals and repeat business.

The business operates with a full team of trained part-time tax professionals and administrative staff, including a key manager who oversees operations and staff training. The owner works only ~4 hours per week reviewing reports and providing high-level oversight, making this an ideal semi-absentee or owner-operator acquisition.

Franchise support includes robust software tools, national branding, and access to a proven tax school training pipeline. The facility is well-maintained with an affordable lease in place through April 2026, and options to renew.

Market & Strategic Highlights:

• Proven Revenue Model: 3-year weighted average revenue of $436K and net income of $175K with low
  overhead and high customer retention (~65%).
• Team in Place: 17 part-time employees, including a strong manager and assistant who handle
  training, schedules, and return prep.
• Seasonal Operations: High-volume during tax season; reduced off-season hours and flexibility
  for new ownership.
• Franchise Support: Franchise training and system support included. Transfer fee covered by
  seller.
• Opportunity for Expansion: Potential to add services such as bookkeeping, payroll, and business
  advisory to drive year-round income.
• Community Growth: Located in a regional hub poised for expansion thanks to economic
  developments such as the Toyota Battery Plant and growing demand for professional services.

Listing Number:

Category:

Ciro 'Vic' Coppola

Office: (702) 368-2500   |  Cell: (725) 233-3333

License #: BS.0146004

Financial Information:

Gross Revenue

$436,640

Listed Price:

$539,000

Lease Information:

Square Feet:

1200

Total Rent:

$3,003

Lease Expiration:

04/2026

Lease Options:

N/A

Asset Information:

Leasehold Improvements:

$4,500

Equipment / Fixtures:

$6,000

Additional Information:

Full-Time Employees:

0

Part-Time Employees:

17

Training Period:

Two (2) weeks

Reason for Selling:

Shifting focus to other business endeavors.

First Choice Business Brokers

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

The information in this listing has been provided by the business seller or representative stated above. First Choice Business Broker has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.

Read First Choice Business Broker, Terms of Use before responding to any ad.