global franchise newsletter sign up graphic

Stay in the know and receive the latest international franchising news, insight and investment opportunities

close catfish

Franchise watch: TaxAssist Accountants is looking to take its proven British success to the States

Franchise watch: TaxAssist Accountants is looking to take its proven British success to the States

A big business with a focus on small business.

Keep up to date with the latest Global Franchise News sent straight to your inbox. Sign up here.

Content Partnership*

It’s rare to find a substantial gap in a very substantial market these days. And ‘forward-thinking’ isn’t a term typically used to describe an accounting firm.

But this isn’t your typical accounting firm.

British success story TaxAssist Accountants is bringing its focus on small business accounting to North America, following successful expansion into Ireland and Australia. Supplying a “chronically under-served, fragmented market” according to David Paulson, SVP, franchise development, this isn’t about simply being another tax prep agent – it’s about becoming a pillar of your local business community.

“TaxAssist franchisees help small business owners achieve more,” says Paulson. “This year more than ever we’ve seen how much support they need. Where do they go to get the advice that can help them survive and thrive?”

In the brand’s homeland, the answer is to a TaxAssist franchisee. The network is one of the largest accounting brands in the U.K. by turnover, and by some distance the biggest specializing in the small business market. Providing more than simply accounting services (though they do that, too), franchisees and their teams become trusted advisors to local business owners.

“Community has always been important, and more so after the events of 2020,” Paulson says. “That’s where our franchisees sit – at the heart of their community. They operate from a highly visible storefront, instantly setting them apart from the competition. It adds credibility, positions them alongside many of their clients, and it’s also a great marketing tool.

“We see the same thing in the U.S. that we saw in the U.K. – the small business marketplace is under-served and fragmented. It’s ready for a brand to take control of that space on a nationwide level.

“We’ve got the systems, the business model, and 25 years of innovation and success behind us. What we need is people who share our vision and passion for their community to drive the opportunity locally.”

If that sounds like you, there are two investment options available.


For ambitious management professionals or an existing firm looking to expand state-wide, becoming an area representative offers the chance to grow a very substantial business.

“They’ll operate in a development area of around six million population,” says Paulson, “and they’ll know the local culture and business landscape. That’s important to us.

“After starting the first franchise themselves, their main role turns to facilitating franchisee recruitment. They’re responsible for speaking to the leads in the development area, taking them through the discovery process to the point of due diligence.

“That’s when we’ll get involved to look after the legal side of franchise recruitment, train the franchisee, and deliver the franchise package to them.

The profit of the franchise fee is split 50/50.

“The developer is responsible for providing ongoing support locally to franchisees, in return for a split of the ongoing royalties. We’ve got partners in place for technical accounting support, so it’s more general franchise development and business support for the franchisees that will be needed.” Having demonstrated its ability to succeed overseas, TaxAssist has very carefully honed its area rep model for the U.S. and Canada. International expansion in Ireland and Australia was driven by existing accounting firms looking to expand, and ambitious individuals with multi-site ambitions. A global brand backing local expertise, energy, and personality is a recipe for success.


Anyone looking to escape corporate life or grow a scalable, saleable business of their own will find a TaxAssist franchise provides a proven model, year-round income, and future saleable asset.

Suited to people with a strong financial services background, CPA-qualified individuals, or tax preparation professionals keen for scale and diversity, the franchise offers the opportunity to grow a substantial business that suits modern lifestyles.

“TaxAssist franchisees help small business owners achieve more”

“One of the things we’ve seen across all our markets, this year in particular, is a big focus on local,” says Paulson. “People want to work locally, not spend half their day traveling. They want to support their local community, help those around them. That’s exactly what a TaxAssist franchisee does.

“And unlike tax prep for individuals, this isn’t a seasonal business where you hope you can hire the right seasonal workers for 90 days, and then wonder what’s going to happen for the other nine months. There’s huge demand all year long for expert tax and accounting advice that helps business owners achieve their ambitions. And at the same time, you’re achieving your own.”

It’s a model that can build a valuable asset for the future, too. Franchisees own all their clients and manage a small team of professionals. Their focus is on business development, driving their team, and keeping key clients happy – not on the day-to-day accounting.

That’s one reason why TaxAssist practices in the U.K. have long been selling for higher multiples than is typical for the sector.


Top-quality franchisee support has been the cornerstone the brand has been built on. Known as one of the best in British franchising, it’s won every major franchising award available in the U.K. over two decades.

Paulson says: “We’re especially proud to have been awarded the Five-star Franchisee Satisfaction award for a record seven years running. That’s based on an anonymous franchisee survey conducted independently and benchmarked against the rest of the franchise industry.

“Our business only succeeds when franchisees succeed. That’s engrained in the culture of TaxAssist, and it’s coming with us into every new international market we enter. Whether it’s technical training, marketing, business growth or continually evolving systems and software, we help franchisees grow better businesses.

“There’s an enormous opportunity here and we’re incredibly excited about it. We’ve already shown across international markets what’s possible at a local or regional level for franchisees. Just imagine what’s possible in the most entrepreneurial country of all?”


Established: 1995

Number of franchised outlets: 425+

Location of units: U.K., Ireland, Australia

Available states: Alabama, Arizona, Colorado, Georgia, Louisiana, Massachusetts, Missouri, New Jersey, Ohio, Oregon, Pennsylvania, and Tennessee

Investment range: $130,000 - $180,000

Minimum required capital: $75,000

Contact: / 888 488 1336

you may be interested in

franchise directory

  • TaxAssist Accountants

    Business & Professional Services, Financial Services, <100K, Featured

  • Cafe2U

    Food & Catering, Coffee, Take-away, <100K, Featured

  • 800 Pizza

    Food & Catering, Fastfood, Pizza, Take-away, Featured

view more
Connect with Linkedin Logo
Global White Logo Click Here
Close button


Any of the information we collect from you may be used in one of the following ways: To personalize your experience (your information helps us to better respond to your individual needs) To improve our website (we continually strive to improve our website offerings based on the information and feedback we receive from you) To improve customer service (your information helps us to more effectively respond to your customer service requests and support needs) To process transactions your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested. To administer a contest, promotion, survey or other site feature To send periodic emails The email address you provide for order processing, will only be used to send you information and updates pertaining to your order. Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.


We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your personal information We offer the use of a secure server. All supplied sensitive/credit information is transmitted via Secure Socket Layer (SSL) technology and then encrypted into our Payment gateway providers database only to be accessible by those authorized with special access rights to such systems, and are required to keep the information confidential. After a transaction, your private information (credit cards, social security numbers, financials, etc.) will not be stored on our servers.


Yes (Cookies are small files that a site or its service provider transfers to your computers hard drive through your Web browser (if you allow) that enables the sites or service providers systems to recognize your browser and capture and remember certain information. We use cookies to help us remember and process the items in your shopping cart, understand and save your preferences for future visits, keep track of advertisements and compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future. We may contract with third-party service providers to assist us in better understanding our site visitors. These service providers are not permitted to use the information collected on our behalf except to help us conduct and improve our business.


We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.


Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.


We are in compliance with the requirements of COPPA (Childrens Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.


This online privacy policy applies only to information collected through our website and not to information collected offline.


Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at


By using our site, you consent to our online privacy policy.


If we decide to change our privacy policy, we will post those changes on this page


If there are any questions regarding this privacy policy you may contact us using the information below. All correspondence relating to the Website should be sent to: Global Franchise 21/23 Phoenix Court Hawkins Road Colchester Essex CO2 8JY Email: