Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County

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This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance services. The company provides a wide range of offerings, including:

• Personal and corporate tax return preparation

• Bookkeeping services

• Tax preparation seminars and training

• Property and casualty insurance solutions

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The business has built a strong reputation within the Latin American community in Miami-Dade County, with approximately 85% of its client base being Spanish-speaking.

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Revenue Breakdown (by service category):

• Personal tax returns: 60%

• Corporate tax returns & bookkeeping: 40%

 

Operations & Staff:​​

The company currently employs 24 full-time staff members, including the owner. Additional seasonal tax preparers are brought on during tax season. The entire team, including the owner, is expected to remain in place post-sale, ensuring operational continuity.

Locations:

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The business operates across six branches:

• 4 accounting and tax offices

• 1 property & casualty insurance office

• 1 brand-new, fully equipped tax and accounting branches scheduled to open in September of 2025

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Growth Potential:

This is a scalable, growth-ready business with a proven, fully documented set of standard operating procedures (SOPs) that allow for efficient replication of new locations. The company is on track to expand further by launching multiple new branches annually—making this a turnkey opportunity for strategic investors or operators looking to enter or grow in the financial services sector.

 

PLEASE NOTE: There is no lender or seller financing available for this opportunity. To receive a CIM, please provide an NDA, snapshot of liquidity for the full price and buyer background/experience.