Profitable Tax Preparation Franchise for Sale in Central North Carolina

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Financial Details

Asking Price:
$539,000
Annual Revenue:
$436,640
Cash Flow / SDE:
$175,566
Profit Metric:
Net Income
Valuation Multiple:
3.1x
Location:
NC, US
Sources:
Date:
September 24, 2025

Key Highlights

Established, profitable tax preparation franchise with 20 years of strong brand presence in a growing North Carolina market.
Semi-absentee ownership opportunity with owner involvement of only ~4 hours per week.
High client retention and referral base, with potential to add year-round services like bookkeeping and payroll.

Description

This listing presents a well-established and profitable tax preparation franchise located in a growing Central North Carolina market. With 20 years of consistent operation and a strong brand presence, the business has built a solid reputation, averaging over 1,450 clients annually, with nearly all revenue derived from tax preparation services. The operation benefits from a seasoned team of part-time tax professionals and administrative staff, managed by a key individual who oversees daily operations and training. The current owner's involvement is minimal, requiring only about 4 hours per week, making it an ideal semi-absentee or owner-operator opportunity. Franchise support includes robust software, national branding, and training pipelines. The facility is leased through April 2026 with renewal options. Market highlights include a proven revenue model with high customer retention, a team in place, seasonal operational flexibility, and significant community growth driven by economic developments like the Toyota Battery Plant. There is also potential to expand services to include bookkeeping, payroll, and business advisory for year-round income.

Industry Information

Industry Description:
Tax Preparation Franchise
Classification:
Financial Services

Operational Snapshot

Year Established:
2005
Employees:
17
Reason for Selling:
Shifting focus to other business endeavors.

Real Estate & Lease

Status:
Leased
Monthly Rent:
$3,003 USD
Lease Expiration:
2026

Assets & Inventory

FF&E Value:
$6,000 USD
Includes FF&E:
Yes
Inventory Value:
$0 USD
Includes Inventory:
No

Broker Contact

Name:
Dale Brunelle
Company:
First Choice Business Brokers
Phone:
(984) 325-0223

Listing Details

Listing ID:
cf349aed-b57e-476e-8c20-73366861c45e
Source Listing ID:
24634
Deal Status:
For Sale
Last Updated:
September 24, 2025
Currency:
USD

Features & Tags

Franchise Opportunity This listing is explicitly mentioned as a franchise opportunity. Franchise
Quality Verified This listing meets our quality criteria and standards. Verified
Tags & Categories
Franchise Tax Preparation North Carolina Profitable Established Business