Earn $45K+ in 4 Months | Tax Prep Biz with Loyal Clients
Business Description
This Liberty Tax franchise offers a rare blend of stable income, low overhead, and lifestyle flexibility. The business has averaged 10% annual revenue growth over the past three years, with 80%+ client retention and many customers returning for over a decade. It operates with no staff, yet delivered $79,392 in trailing-twelve-month revenue and $45,922 in cash flow.
Located on Monroe’s busiest commercial corridor, the office serves 400–450 returning clients per season. The current owner manages all tax preparation, working 50–55 hours per week from mid-December through April. A new owner could maintain profitability by continuing this hands-on model or scale with part-time preparers to share the seasonal workload.
Customer volume has increased despite no advertising spend in the past two seasons, pointing to untapped growth potential through modest local marketing. Local competition is also thinning as other offices close, leaving room to expand market share.
Sale includes all furniture, equipment, and $600 in inventory. Established in 2008 and owned since 2012, the business is turn-key and well-positioned for a motivated buyer. Some seller financing for the right buyer. The Liberty Tax brand offers national visibility and built-in customer trust.
Interested buyers should be prepared to meet Liberty's requirements for liquid capital, net worth, and obtaining an Electronic Filing Identification Number.
Don’t miss out on this seasonal business with a great reputation. Inquire now!
Located on Monroe’s busiest commercial corridor, the office serves 400–450 returning clients per season. The current owner manages all tax preparation, working 50–55 hours per week from mid-December through April. A new owner could maintain profitability by continuing this hands-on model or scale with part-time preparers to share the seasonal workload.
Customer volume has increased despite no advertising spend in the past two seasons, pointing to untapped growth potential through modest local marketing. Local competition is also thinning as other offices close, leaving room to expand market share.
Sale includes all furniture, equipment, and $600 in inventory. Established in 2008 and owned since 2012, the business is turn-key and well-positioned for a motivated buyer. Some seller financing for the right buyer. The Liberty Tax brand offers national visibility and built-in customer trust.
Interested buyers should be prepared to meet Liberty's requirements for liquid capital, net worth, and obtaining an Electronic Filing Identification Number.
Don’t miss out on this seasonal business with a great reputation. Inquire now!
About the Business
- Years in Operation
- 17
- Number of Employees
- 0
- Franchise
- This business is an established franchise
- Facilities & Assets
- The sale price includes all assets required to operate the business. The office is fully furnished and equipped with an estimated $5,000 in furniture, fixtures, and equipment, including 4 desks, 6 office chairs, 11 waiting room chairs, 4 computers with monitors, 2 standard printers, 1 check printer, 1 copier/scanner/fax machine, 2 folding table desks, 3 file cabinets, 3 small bookshelves, and a mini fridge. An estimated $600 in inventory is also included, consisting of client folders, office supplies, pens, and promotional materials.
- Market Outlook / Competition
- The tax preparation industry is valued at over $11 billion and continues to grow due to rising tax complexity and increased demand for professional assistance. Contributing factors include changing tax laws, gig economy growth, and aging populations needing trusted help. Liberty Tax® is expanding its service offerings beyond seasonal prep to include year-round solutions, positioning franchisees to capture more revenue and deliver broader client value.
- Opportunities for Growth
- This Monroe location is poised for growth due to limited local competition and strong repeat business. Opportunities include restarting local marketing campaigns—such as direct mail, yard signs, and event presence—that have been paused in recent years. Adding part-time preparers could increase capacity and enable upselling of services like bookkeeping, tax debt relief, and year-round consulting, offering a clear path to increased revenue and market share.
Real Estate
- Owned or Leased
- Leased
- Rent
- $825.00 per month
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- Training & support: 24/7/365 access to a toll-free support desk, networking meetings, other franchisees, store visits, intranet site, growth & development programs, tax support info, tech support, etc. Technology advancements include best in class tax software, a new mobile app to help run the business from the palm of your hand, & full-service back-office support.
- Financing Options
- Some seller financing
Listing Info
- ID
- 2354655
- Listing Views
- 1033
Listing ID: 2354655 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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