First Tax USA – Franchise Expansion Opportunity

Investment Highlights

Established Brand: Proven business model in retail and office-based income tax and accounting services.

Scalable System: Recurring annual client base ensures predictable seasonal revenue.

Turnkey Operation: Includes software, training, and marketing programs.

Protected Territory: Exclusive rights within a 3-mile radius or ZIP code.

Strong Growth Pipeline: Targeting 10+ new franchise units in the next 12 months.

Franchise Investment
Category Estimated Cost (USD)
Franchise Fee $7,500
Total Initial Investment $17,500 – $36,000
Royalty Fee 8.25% of Gross Revenue
Marketing Fund 2.00% of Gross Revenue
Renewal Fee $1,000
Term 5 years (renewable)
Support & Training

Pre-Opening: Site selection, office setup, and launch assistance

Operations Training: 5-day program covering tax systems, client management, and growth strategies

Marketing: National campaigns plus $500 annual local marketing requirement

Technology: Approved tax preparation software and secure online client portal

Franchisee Profile

Committed full-time owner or approved manager

Completion of required training

No competing accounting/tax business during or within 2 years after the term

Growth Outlook
Current Units Growth Target (Next 12 Months)
3 (2 company-owned, 1 franchise) +10 New Franchise Units