TAX PLANNING | FILING | REPRESENTATION for Businesses and Individuals | Frequently Asked Questions
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Frequently Asked Questions

Frequently Asked Questions

1. How do I learn more about the franchising opportunity?

Once you fill out the preliminary form on our website, we will get in touch with you to answer all your questions and provide you with a thorough understanding of the systems and operations. For a preliminary form Click Here

2. What do you look for in a franchisee?

We are looking for enthusiastic, business minded individuals who are trainable and have the ability and mindset to learn, adopt and replicate our proven business model.

3. How long does it take for a franchise to start operating?

You can have your business up and running in 30 to 90 days from the time we allocate the Territory.This also includes the time for you to complete our training program.

4. Will I need to rent an office?

Yes, you will need to rent an office measuring around 300 to 1200 sq ft.

5. What is the initial investment required?




Franchise fee



Office lease deposit






Lease improvements



Capital improvements (e.g. computer,furniture)



Tax software license



Initial advertising



Telephone and utilities









Travel and Lodging for initial training






6. What is the duration of the franchise agreement?

The initial agreement will be for a period of 5 years. At the end of the term, you will have the option to renew your agreement for an additional period of 5 years.

7. What do I get with my franchise fee?

Your franchise fee is your investment in a successful business model. You will be given an exclusive territory to operate on. Further, you will have access to our robust, well defined and automated work flow system. You will be part of our fast-growing, soon-to-be national brand. You will be provided comprehensive training, ongoing support, access to a rich knowledge bank and a flexible resource pool to support your client base using our back-office services.

8. How do I find clients?

We have a successful marketing model that we’ll train you on. With our help, you’ll be able to build a rich client base.

9. How experienced is the executive team?

Our team is composed of experts from the financial world who have been running successful business in Tax and CFO services for over 25 years. Our franchising team has over 10 years of experience in helping setup successful businesses. With this background, you get access to some of the best minds in the business.

10. Why should a franchisee sign up with you?

As our partner – our brand, experience, marketing tools, our audit team, our knowledgeable CPAs and CFOs, and our innovative technology are at your disposal. With our help, you can build a strong value adding business that will be rewarding both to you and your clients.

11. What if I am already running a tax business? How do I collaborate with you?

You are an ideal candidate to fit into our model. You can use our process and technology, marketing techniques and client base to grow your existing business.