Established
2005
Franchise Units
4
Minimum Investment
$40,000
Franchise Fee
$25,000
Total Investment Range
$80,000
Home Based
No
Description
Listo Tax Solutions is a fast-growing tax preparation and financial services franchise built around one mission: making tax, accounting, and financial guidance accessible for hardworking families and small businesses across the United States. While the tax industry is often crowded with generic service providers, Listo stands out with its bilingual model, community-driven brand identity, year-round revenue opportunity, and a proven franchise system that supports franchisees at every stage.
The brand has steadily grown into a trusted name for individuals who want accuracy, convenience, and personalized support—especially within the Hispanic community, one of the largest and fastest-growing demographics in the USA. Franchisees benefit from a recession-resistant industry, recurring annual customers, strong word-of-mouth referrals, and an operating model designed for both first-time entrepreneurs and experienced business owners.
With expert training, efficient technology, and a brand rooted in service, Listo Tax Solutions gives franchisees the platform to build a high-demand professional services business that thrives year after year.
Why Invest in the Listo Tax Solutions Franchise?
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Recession-proof industry: Tax preparation is an essential service—people file taxes every year regardless of the economy.
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Built-in customer demand: Millions of Americans rely on professional tax assistance due to changing tax laws and affordability concerns.
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Highly scalable business model: Start with one location and expand into multi-unit ownership as your customer base grows.
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Bilingual brand advantage: Listo is known for serving both English- and Spanish-speaking clients, making it one of the most culturally aligned concepts in the tax industry.
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Strong operational system: Franchisees tap into proven procedures, marketing tools, staffing guidance, and compliance support.
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Low staffing requirements: A lean team and seasonal hiring make operations more efficient and cost-effective.
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Year-round revenue potential: While tax preparation peaks seasonally, Listo expands revenue through bookkeeping, ITIN processing, payroll services, and small-business financial support.
Background
Established Year: 2005
Founders: Francisco “Paco” Cortez and team
Headquarters: Texas, USA
Industry Category: Tax Preparation, Financial Services
Current Franchise Active Units: Approximately 4+ locations across the United States
Ownership & Brand Journey:
Listo Tax Solutions was founded with a simple vision—help underserved communities access trustworthy tax expertise in a welcoming environment. The brand began as a local storefront dedicated to bilingual tax preparation, earning rapid loyalty and recognition. This demand organically fueled expansion, leading to the development of a full franchise system built around training, compliance support, marketing, and operational best practices.
Over the years, Listo has built a reputation for accuracy, transparency, and community engagement. Franchisees benefit from a strong brand presence in states with rapidly growing Hispanic populations, giving them a competitive edge and a reliable customer base.
The company continues to expand through strategic franchise development and a commitment to empowering small business owners nationwide.
Support Training
Listo Tax Solutions offers franchise owners one of the most hands-on support systems in the tax industry. Franchisees receive:
Pre-Launch Support
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Assistance with site selection and lease negotiation
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Build-out guidelines and store design support
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Initial business planning, budgeting, and licensing guidance
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Technology setup, tax software integration, and office infrastructure assistance
Operational Training
Comprehensive training covering IRS compliance, tax laws, client management, and software operations
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Seasonal staff training systems and hiring guidelines
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Workflow optimization to handle high seasonal demand efficiently
Marketing & Growth Support
Local market advertising strategies
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Bilingual marketing materials
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Social media and digital marketing support
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Local community outreach and event planning
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National brand campaigns during peak tax season
Ongoing Support
Year-round coaching and business reviews
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Updates on tax law changes
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Access to a franchise support team and peer network
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Continued education programs and refresher workshops
Listo’s support model ensures franchisees never feel overwhelmed, even during the busiest seasons.
Ideal Candidate
Listo Tax Solutions is designed for entrepreneurs who want a meaningful, community-focused business with strong financial potential. The ideal franchisee:
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Has a passion for financial literacy, tax services, or helping families and small businesses
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May come from a finance, retail, management, or service-industry background (tax experience not required)
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Values a customer-centric business model and enjoys working with diverse communities
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Possesses strong leadership skills and the ability to manage seasonal staffing
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Has the financial capability to fund initial startup costs and maintain working capital
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Prefers locations in urban, suburban, or high-population Latino communities
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Is interested in multi-unit opportunities for long-term growth
This franchise is well suited for first-time business owners, bilingual entrepreneurs, professionals seeking a recession-proof service business, and investors aiming for recurring annual revenue.
Financial Detail
| Category | Amount / Range |
|---|---|
| Total Investment Required | $40,000 – $80,000 |
| Minimum Investment Required | $40,000 |
| Franchise Fee | $25,000 |
| Royalty Fees | ~14% |
| Marketing Fund Contribution | ~2% |
| Franchise Units Available | Single-unit & multi-unit |
| Infrastructure Cost | Included in startup range (office build-out, furniture, workstations, technology) |
| Technology & Software Setup | $2,000 – $5,000 |
| Opening Marketing Budget | $3,000 – $10,000 |
| Working Capital Requirement | $10,000 – $20,000 |
| Expected ROI | Typically strong within initial tax seasons |
| Estimated Break-Even Period | 12 – 24 months |
| Primary Revenue Streams | Personal tax prep, small business tax services, ITIN support, bookkeeping, payroll, advisory services |