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Franchise With TaxNest Financials

TaxNest Financials offers its franchisees support ranging from comprehensive training to industry-leading software. We also offer help site selection and much more. With TaxNest Financials Firms, you can quickly open your tax office without the extra burden of ironing out the technicalities that come with starting a business.

No Experience Necessary

You do not need to have prior experience in the taxation field to run a TaxNest Financials Tax Franchise. All you need to have to open a franchise with us is business experience and the funds necessary to cover the costs. Owing to the seasonal nature of tax seasons, you may choose to take up your franchise as a side business or run your operation year-round by processing business returns. The flexibility can allow you to dictate how to spend your time without compromising the health of your TaxNest Financials Tax Franchise.

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Explore Two Franchise Options

Tax Preparation Services

This is a great option for entrepreneurs who are new to the industry or seasoned professionals who want to run an office of their own. You will use our Electronic Filing Identification Number (EFIN) to process your clients' returns. There is a $500 annual software fee, and profits are split with every return; you receive 70%, and we receive 30%. In addition, we include the following:

  • Special Edition of TaxNest Pro Franchise Plus Edition

  • Training and support on how to set up your tax office

  • Training and support on how to find qualified agents.

  • Assistance with finding a profitable location (i.e. grocery store, check cashing locations, and other retail locations)

  • Annual compliance training and IRS Certifications

This option does not include TaxNest Financials Elite Full Service Options, only tax preparation for individuals and businesses. 

Full Franchise Option

If you are savvy and experienced tax preparer, this option allows you to process returns using your Electronic Filing Identification Number (EFIN). In addition, you will have access to other licensing and training to offer year-round services to your clients. There is a $1500 annual software fee, and profits are split with every return; you receive 90%, and we receive 10%. In addition, we include the following:

  • Special Edition of TaxNest Pro Franchise Plus Edition

  • Training and support on how to set up your tax office

  • Training and support on how to find qualified agents.

  • Assistance with finding a profitable location (i.e. grocery store, check cashing locations, and other retail locations)

  • Other Licensing Opportunities: Credit Certification, Bookkeeping and Accounting Certifications, Life/Health Licenses, Investment Securities (SIE, Series 6, 63, 65, 26), MLO License, REB/EREB Licenses.

  • You decide which licenses/certifications to get with lifetime access.

  • $150 monthly fee for access to all advanced options service(s) software

  • Annual compliance training (For all professional licenses) and IRS Certifications

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White Lable Options

The Power of TaxNest
Your Branding.

For experienced tax professionals who want to launch their own tax professional services, we offer an exclusive mentorship, coaching, and business in a box option. 

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