Turnkey Tax & Financial Services Business – Multiple Revenue Streams
Business Description
This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and walk-in volume, surrounded by retail, restaurants, and essential businesses that drive consistent customer flow.
The company serves a loyal, repeat client base, with strong ties to the local Haitian and Dominican communities. Services include personal and business tax preparation, tax planning, bookkeeping, estate and trust filings, money transfers, and check cashing. The business also integrates with the Can-Do Check Cashing platform, offering scalable revenue opportunities.
Run by an experienced husband-and-wife team, the operation is streamlined and ready for transition. Growth opportunities include expanding check cashing volume, adding financial products, and leveraging digital marketing. With consistent cash flow, multiple revenue streams, and a high-demand customer base, this is a turnkey acquisition with upside.
The company serves a loyal, repeat client base, with strong ties to the local Haitian and Dominican communities. Services include personal and business tax preparation, tax planning, bookkeeping, estate and trust filings, money transfers, and check cashing. The business also integrates with the Can-Do Check Cashing platform, offering scalable revenue opportunities.
Run by an experienced husband-and-wife team, the operation is streamlined and ready for transition. Growth opportunities include expanding check cashing volume, adding financial products, and leveraging digital marketing. With consistent cash flow, multiple revenue streams, and a high-demand customer base, this is a turnkey acquisition with upside.
About the Business
- Years in Operation
- 14
- Number of Employees
- 2
- Facilities & Assets
- The business operates out of a fully equipped, professionally maintained office space in a busy South Florida shopping center, offering strong visibility and easy access. Assets include all office furniture, computers, tax preparation software, check cashing system (including Can-Do platform integration), signage, and client management tools—allowing for seamless transition and immediate operation.
- Market Outlook / Competition
- This business operates in a competitive yet opportunity-rich segment of the financial services industry. Unlike large national tax chains and digital platforms, it offers personalized, bilingual support and culturally aligned service that resonate strongly with local Haitian and Dominican communities. Its year-round offerings—including bookkeeping, business consulting, money transfers, and check cashing—create multiple revenue streams and strong client retention, positioning it ahead of seasonal-only competitors.
- Opportunities for Growth
- This business has strong potential for expansion in both service offerings and client reach. Growth opportunities include scaling check cashing operations, expanding financial products, launching virtual tax services, and leveraging digital marketing to attract a wider audience. Additionally, introducing fintech tools, forming local partnerships, and subleasing part of the office space can further increase revenue and reduce overhead.
About the Sale
- Seller Motivation
- Health Related
- Transition Support
- Seller will train at no cost for 3 months following the closing.
Listing Info
- ID
- 2389519
- Listing Views
- 286
Listing ID: 2389519 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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