Full-service Accounting and Tax Preparation Business

Full-service Accounting and Tax preparation business as well as a property and casualty insurance agency providing Personal Tax, Corporate Tax, Bookkeeping, ERC filing, Tax prep seminars and Property and Casualty Insurance.
Company services the Latin American community in Miami-Dade County - 85% of clients are Spanish speaking.
Breakdown of service as follows : Personal Tax returns: 63%,Corporate Tax Returns and Bookkeeping services : 14%, ERC Filing: 8%
The company currently employs 15 full-time employees including the owner. During tax season, the company adds additional tax preparers. All staff is expected to stay on, including owner.
Company has 6 branches, 2 tax and accounting, 1 Prop and casualty insurance, 1 training center and 2 brand new fully equipped additional tax and accounting branches to be opened in January 2025.
Company is poised to continue growth with addition of multiple branches each year. It's proven and fully documented standard operating procedures provide a cookie cutter approach to proven successful growth.