Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent visibility and high traffic exposure, conveniently situated directly across the street from the local high school. The office has built a trusted reputation within the community, supported by repeat clientele, strong word-of-mouth referrals, and a 5-star Google rating with more than 150 reviews.

This is a fully operational and professionally equipped business with updated furniture, technology, exterior signage, and a recently upgraded air conditioning unit. Assets included in the sale consist of four large executive desks, one reception desk, five HP computers with four dual-monitor workstations, a professional high-speed scanner, filing cabinets, break room refrigerator, rolling storage racks, and established office systems. The office is clean, modern, and requires no immediate capital improvements, allowing a new owner to step in and operate immediately.

The business generates approximately $275,000 in annual gross revenue with an established seasonal staffing structure already in place. The current operation includes one full-time seasonal employee and four part-time seasonal employees during tax season, creating an efficient and scalable workflow. The franchise provides exceptional training, operational support, and ongoing resources for new ownership. Seller will also assist with a smooth transition of systems, procedures, and client relationships to help ensure continuity and retention.

The business has developed a loyal customer base by offering transparent flat-rate pricing and straightforward bank product fees, differentiating itself from higher-priced national competitors in the area such as Jackson Hewitt and H&R Block. Clients value the business’s honesty, accessibility, and strong community presence, contributing to high repeat business and referral volume.

Significant growth opportunities exist for a motivated buyer. Current ownership has not fully expanded into corporate tax returns, payroll services, bookkeeping, or broader business services, leaving substantial upside potential. An established bookkeeping professional currently refers business clients to the office, creating a valuable B2B referral relationship and additional opportunities for expansion into year-round revenue streams.

This opportunity is ideal for an owner-operator, tax professional, EA, CPA, or entrepreneur looking to acquire a well-established, community-trusted business with strong visibility, repeat clientele, and immediate operational infrastructure already in place. The seller is pursuing growth opportunities in other financial service ventures and believes this business is well-positioned for continued success under new ownership.