NO TAX EXPERIENCE REQUIRED – Turnkey Multi-State Tax Prep Business with Strong Staff in Place

Established in 2012, this North Carolina-based tax preparation corporation has built a solid foundation and long-standing reputation for quality service across Iowa, Wisconsin, and Illinois. With more than a decade of consistent performance, the business has positioned itself as a go-to provider for individual tax services in the tri-state area.

From day one, the company’s core offering has been centered on personal income tax preparation for individuals of all income levels and backgrounds. Clients benefit from a team that is not only seasoned in tax preparation, but also deeply focused on customer service and client retention. While the business is based in North Carolina, it has effectively built and maintained client relationships in the Midwest thanks to strategic remote operations and highly organized systems.

The business employs a total of 50 dedicated staff members, not including ownership. At the helm of day-to-day operations is a General Manager with 6 years of experience at the company, providing strong continuity and leadership that will remain in place post-sale if desired. The rest of the team is comprised of experienced, cross-trained professionals who manage operations with minimal owner involvement. This makes it ideal for a new owner, whether they have tax industry experience or not.

One of the major strengths of the business lies in its scalable model and operational infrastructure, which has allowed for multi-location efficiency without compromising service quality. Each office operates with established protocols and a consistent brand presence, creating uniformity that clients have come to trust.

In addition to the strong staff and leadership team, the company has demonstrated stable historical revenue and is well-positioned for future growth. With the right ownership, opportunities exist to expand both the service offerings and geographic reach. These could include additional tax services, small business accounting, or even branching into year-round financial services.

The seller is open to a transition period and training support, ensuring a smooth handoff. With systems, staffing, and customer relationships already in place, this is a true plug-and-play opportunity.

If you’re seeking a recession-resistant service business with existing cash flow, loyal clientele, and zero tax experience required—this is it.

Business is currently being managed at the local level by the general manager.