Turnkey Tax Franchise in Temecula – Proven Profitability

Opportunity Overview:
Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a rock-solid reputation built over 19 years in a fast-growing community, this business offers a turnkey operation with significant upside potential for a motivated owner.

Business Highlights:
• Established Reputation: Serving the local community with excellence since 2007
• Strong Performance: Currently processing approximately 500 tax returns with clear growth trajectory
• Impressive Growth: Business increased from 340 returns in 2024 to current volumes, with projected increase of 150-200 returns over next two years
• Outstanding Reputation: Maintaining a 5-star review rating from 50+ satisfied clients
• Prime Location: Situated along a primary thoroughfare within a high-traffic, prominent plaza with expansive franchise territory
• Absentee Owner Opportunity: Currently operated by absentee owner

Financial Performance:
• Annual Revenue: $175,000
• Cash Flow (SDE): $70,000
• EBITDA: $54,351
• FF&E Value: $12,000
• Inventory Value: $1,300
• Monthly Rent: $3,590
• Annual Payroll: $25,000

Growth Opportunities:
The current lease permits integration of diverse revenue streams including real estate, insurance, notary, and various other financial or professional office services. The office is fully remodeled and updated, providing a professional environment for clients and staff.

Support & Training:
The current owner is committed to providing comprehensive training and operational assistance throughout the initial three months. Additionally, the franchisor provides ongoing professional support to all partners.

Financing:
Franchise offers financing if buyer approved.

Reason for Sale:
New family changes and the need to scale back operations.

This is an ideal opportunity for a CPA, Enrolled Agent, experienced tax preparer, or entrepreneur looking to step into a successful, high-reputation business with proven demand in the competitive but growing Temecula market.