Established
1995
Franchise Units
270
Minimum Investment
$85,000
Franchise Fee
$49,950
Total Investment Range
$160,000
Home Based
No
Description
TaxAssist Advisors is a globally recognized tax and accounting franchise built around one clear mission: making professional tax and accounting services accessible, affordable, and easy to understand for small businesses and individuals. With a strong international footprint and a proven franchise system, the brand offers entrepreneurs in the USA an opportunity to enter the highly resilient financial services sector under a structured, well-supported business model.
The concept is built on a client-friendly approach that emphasizes plain-language advice, transparent pricing, and year-round support. Instead of relying solely on seasonal tax preparation, the business focuses on recurring revenue through monthly accounting, bookkeeping, payroll, and advisory services. This creates predictable cash flow and long-term client relationships rather than one-off transactions.
Why Invest in This Franchise?
Investing in TaxAssist Advisors means entering a recession-resistant industry where demand remains strong regardless of economic cycles. Tax compliance, accounting, and financial advisory services are essential, not discretionary, making this a stable and scalable franchise opportunity.
Key reasons investors choose this franchise include:
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Operates in the essential accounting and tax services sector
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Recurring monthly revenue model rather than seasonal income
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Low overhead compared to retail or food franchises
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Strong professional brand positioning and credibility
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Proven systems that reduce operational risk
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Scalable structure with potential for multi-advisor offices
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High client retention due to ongoing compliance needs
Background
Established Year: 1995
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Founders: Dean Shepherd
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Industry Category: Tax Preparation, Accounting, and Financial Services
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Business Model: Professional services franchise
The brand was founded in the mid-1990s with the goal of modernizing tax and accounting services for small businesses. By standardizing processes, investing in technology, and simplifying client communication, it quickly differentiated itself from traditional accounting practices.
Over time, the company expanded internationally through franchising, refining a system that balances local ownership with centralized operational control. Today, it operates hundreds of offices worldwide and serves a large base of recurring clients across multiple markets.
In the USA, the franchise is positioned as a professional yet approachable alternative to independent tax preparers and traditional accounting firms. Its structured model and strong brand standards make it particularly well-suited for competitive urban and suburban markets.
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Franchise Active Units : 270+
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Ownership Structure: Privately owned franchisor
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Market Presence: International brand with growing US focus
Support Training
TaxAssist Advisors offers extensive training and operational support designed to help franchisees succeed, even if they are not coming from an existing accounting firm.
Pre-Launch Support
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Business setup and territory planning assistance
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Office location and setup guidance
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Licensing and compliance onboarding
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Launch planning and brand implementation
Training & Education
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Comprehensive initial training on tax systems and accounting processes
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Software and technology training for bookkeeping and tax platforms
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Sales and client acquisition training
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Ongoing professional education and regulatory updates
Operational Support
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Standardized workflows and compliance procedures
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Centralized systems for client management and reporting
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Access to technical and operational support teams
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Ongoing best-practice sharing across the network
Marketing & Growth Support
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National and local marketing strategies
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Brand-approved marketing materials
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Lead-generation and referral frameworks
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Client retention and upselling guidance
Ideal Candidate
The ideal franchisee is a professional, detail-oriented entrepreneur who values structure, credibility, and long-term business growth.
This opportunity is well suited for:
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Accountants, CPAs, and tax professionals
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Corporate professionals transitioning into business ownership
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Financial services professionals with client-facing experience
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Entrepreneurs seeking a professional, office-based franchise
Key traits include strong communication skills, comfort working with financial data, adherence to systems, and a long-term mindset focused on recurring revenue.
Preferred Locations
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Urban and suburban US markets
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Areas with strong small-business density
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Growing residential and commercial communities
Financial Detail
| Investment Component | Estimated Cost (USD) |
|---|---|
| Franchise Fee |
$49,950
|
| Total Initial Investment | $85,000 – $160,000 |
| Minimum Investment Required | $85,000 |
| Office Setup & Infrastructure | $20,000 – $40,000 |
| Technology & Software Systems | $10,000 – $20,000 |
| Initial Marketing & Launch Budget | $8,000 – $15,000 |
| Training & Onboarding | Included |
| Working Capital (3–6 months) | $15,000 – $30,000 |
| Royalty Fees | Percentage of gross revenue |
| Marketing / Brand Fund Contribution | As per franchisor policy |
| Expected Break-Even Period | 18 – 30 months |
| Expected ROI | Strong long-term ROI |
| Franchise Term | As per franchise agreement |
| Revenue Streams | Tax prep, accounting, bookkeeping, payroll, advisory |
