Description

E2 VISA Established tax and accounting franchise business with strong recurring revenue, scalable systems, and a predominantly international client base. TAXLEAF MILLENIA operates under the recognized TaxLeaf franchise platform and specializes in U.S. tax preparation, bookkeeping, annual reporting, and advisory services for foreign-owned businesses and individual investors. Approximately 80 of the client portfolio consists of international business owners, creating strong positioning for E-2 and cross-border investment markets.

The business currently services approximately 87 business clients and 280 individual clients, with a high retention rate and a substantial enrolled in annual recurring service packages. Operations are fully virtual, allowing low overhead and flexibility for expansion nationwide or internationally.

Included in the sale are documented operational procedures, CRM systems, automated workflows, marketing systems, onboarding processes, proprietary internal manuals, and established digital infrastructure. The business operates with centralized systems through TaxLeaf’s proprietary software platform, facilitating continuity and transition for a new owner.

Growth opportunities include expansion of bookkeeping services, LLC formation services, banking setup assistance, Sales Tax services, digital marketing campaigns, LATAM market penetration, and scaling recurring revenue models. Current growth has been driven primarily through referrals, organic marketing, and social media presence.

Seller is willing to provide training and transition assistance. Franchise transfer subject to franchisor approval and applicable transfer procedures/fees. Excellent opportunity for an operator, accounting firm, investor, or international buyer seeking an established U.S.-based tax and advisory platform with scalable infrastructure and recurring revenue.