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A rewarding scalable business model for the financially astute. Run your own accounting and advisory business.

Tax Assist Franchise Image

Now more than ever, you might be thinking about how to make your time and income work harder for your future, so that you’re in control.



As a TaxAssist Accountants franchisee, you can run a thriving accountancy and advisory business, enjoy a growing income from your efforts, and build a valuable asset to sell when the time is right. You will be able to deliver a suite of accounting, tax, financial and advisory services to local business owners, contractors, freelancers, and their families from your welcoming high street premises.

Successful franchisees come from a wide range of backgrounds, ages and experiences


Franchisees have worked both in practice and industry, banking, financial services, corporate and consulting, and some have been former successful business owners too. Having a financial background is essential – the focus is on advising and supporting clients while your tech and team do the number crunching.

The Market


With the loss of the traditional bank manager and other advisory organisations, there is a gap that TaxAssist franchises are filling, as people seek a local trusted advisor for their business and personal financial affairs. Demand is constant, with evolving tech automating many of the basic services. Franchisees and their teams harness this to deliver a suite of accounting, tax and advisory work, with a relationship-led approach.

Our technical team operate a helpdesk, as well as delivering regulatory updates for your team, and we provide specialist support and mentoring for you as the owner. You’ll always be able to access the advice you need, whenever you need it.

Tax Assist Franchise Image

Your role – and our role


As a TaxAssist franchisee you are in business for yourself, but not by yourself. The goal is for you to work on the business rather than in it. That way, you’re growing an asset as well as your income.

You’ll spend your time growing your business attracting new clients and leading your team of loyal staff. We’ll guide you every step of the way to maximise both your income and asset value, all you need to do is follow the proven model – just like hundreds of people have before you.

Think of us as your back-office support team, with years of experience helping people start and grow their accounting firm.

TaxAssist franchisees benefit from our:

  • Market leading brand with a proven product and service mix
  • Lead generation service and digital visibility, including website and marketing campaigns
  • Refined technology, systems and processes for every element of your business
  • Guidance setting out your business plan, a proven route to building a saleable asset
  • Keeping you and your business right at the leading edge of changing trends and regulations

Franchisee Majority Ownership of us ‘the Franchisor’


Did you know? The TaxAssist Group has a unique ownership structure, c.60% owned by our franchisees, that ensures franchisee success is truly at the heart of our strategy. New franchisees own their own local business as part of the TaxAssist network, and if they choose, have the opportunity to become a shareholder in the franchisor.
Tax Assist Franchise Image

There are four different ways you can become a TaxAssist Accountants franchisee.



1. Build your own accountancy practice with TaxAssist in a new territory


Most people choose to join the network as a new start-up. This gives you the time to become accustomed to self-employment and build your team and practice up gradually. This represents a faster and lower cost route to building your own practice, and a significant asset. Our franchise fee for a new start is $50,000 + GST.

2. Joining the TaxAssist Academy


The Academy offers professional accountants the opportunity to complete training, learn practice software and lodge returns for clients as they transition their career into public practice. There is no requirement from TaxAssist Accountants to resign from your current employment whilst on the Academy. Over 12 months your lodgements will be supervised and you will be offered continuous training if required.

Any time during the 12-month program you have the option to join TaxAssist Accountants as a franchisee. Any clients that you have introduced during the Academy are signed over to your business.

The training fee is deducted from the final franchise fee. The cost of joining the TaxAssist Academy is $10,500 + GST.


3. Convert your existing practice over to TaxAssist Accountants


If you are already an accounting or tax professional with your own practice, or client base, we can help you grow your existing business.

We are seeing more practices coming to us who are considering their future plans. A combination of Covid, digitalisation, technology changes, automation, compliance requirements, and client expectations is making life increasingly difficult for accounting and tax practices. Converting your practice to TaxAssist Accountants will not only enable you to stay on top of all these changes, but we’ll give you the technology, systems, marketing and business development support to diversify your services, develop a team and build a saleable asset.

Your overall business start-up costs will depend on your current situation and is subject to the territory location being available. For further details, see our next page on how you can take your practice to the next level with TaxAssist Accountants.

4. Join TaxAssist Accountants on a joint venture


Join us on a joint venture and become your own boss while part owning a TaxAssist Accountants practice (the exact shareholding arrangement will be dependent on a number of factors). As a joint venture partner, you will have the opportunity to leverage our brand name, reputation, and proven business model to establish and grow your own accounting business within our franchise system, with minimal start-up costs. We provide comprehensive training, ongoing support, and access to valuable resources to help you succeed in your business.

As a joint venture partner, you will have the freedom to run your own accounting practice while benefiting from the guidance and expertise of our experienced team. We have a strong track record of success in the accounting industry and are committed to helping our joint venture partners achieve their goals. If you are a motivated and entrepreneurial individual with a Tax Licence, we invite you to join us as a joint venture partner and take the first step towards building your own successful accounting practice.

Next steps


The TaxAssist franchise is for the financially astute, people who enjoy the reward of delivering ongoing value to their clients, forging deep mutually profitable relationships. Our next steps include:
  • Downloading the Prospectus
  • Enquiry and Conversation
  • Booking and attending a Discovery Session

If you have ambition, commercial acumen and you’re looking for a successful and proven business model to achieve your goals, then get in touch. Request free information below!

TaxAssist Accountants News

Our academy member, Grace Zhu is working as a contractor for our Franchise in Glenroy

August 06, 2024
Grace, a member of our Academy, is currently contracted to work for one of our growing franchises in Glenroy.

Free Xero XPM training video from TaxAssist Accountants

August 06, 2024
Once our Franchisees and Academy Members have graduated from the Initial Training Course they are well prepared to start on client work under our 3 month mentoring and Tax Agent supervision program.

TaxAssist Accountants will be at the Melbourne Franchise show 17 - 18 August 2024

August 06, 2024
Come along to our stand to find out more about our business models and to meet the team.

TaxAssist Academy members to gain practical experience during the Tax Season

June 25, 2024
Seven members will shortly graduate from the Initial Training course programme.

New member joins the TaxAssist Academy

June 25, 2024
The popular and successful TaxAssist Academy program is pleased to welcome its latest member, Vanessa Nguyen.

TaxAssist Accountant finalist for 2024 Sydney Business Award

May 29, 2024
JK Menon is shortlisted in the Excellence in Small Business category.

TaxAssist Academy Welcomes Four New Members

May 10, 2024
TaxAssist Academy is delighted to welcome new members who bring unique expertise and backgrounds to the table.

TaxAssist Accountants partners with Swoop to fuel future growth for Aussie SMEs

May 10, 2024
Swoop Funding and TaxAssist Accountants have joined forces to bring business lending options to their local business clientele.

New TaxAssist Accountants opens in Liverpool

May 10, 2024
Ross Gullo is operating from Shop 2, 138-140 Elizabeth Drive, Liverpool, 2170.

New TaxAssist Accountants shop opens in Ballarat, Central Victoria

April 16, 2024
Suman Hooda has recently launched her TaxAssist shop at Shop 6, 1-13 Doveton Street South, Ballarat, Central Victoria, 3350.

Charlene Yu Case Study

What initially attracted you to the TaxAssist Academy?

I am planning to develop a new career as a tax agent, and I am highly interested in Taxation both in Australia and Taiwan. (I attend tax update courses every month).

Before joining the TaxAssist Academy, I had attended some RTA courses from different organisations, but they didn't provide either contractor or related franchise opportunities. So, I kept searching for an organisation that would train me, provide contracting work or a franchise, and would also supervise and guide me towards becoming a tax agent. I found TaxAssist Accountants which will help me to achieve what I desire.

How much of the training course was new to you?

I think the cost of the TaxAssist Academy course is reasonable compared to other RTA courses or professional courses which I have taken, and the content is of a high quality. I really learnt a lot from the TaxAssist Academy.

What did you find most beneficial, or did you enjoy most?

I really appreciated that TaxAssist provides online training. I could be trained well, even when I am overseas, and when I come back to Australia, I can set up an office and start to search for new clients and provide a good service for them straight away.

The trainers are so nice. They spent a lot of time with me, explaining things to me very clearly and patiently. I greatly enjoyed the webinars. The training content was great, and I was able to closely interact with the academy members.

Even though I am yet to get started, the workpapers, letters, checklists and flowcharts from the PTA website will be very useful for me when I start providing a services for my clients.

How has the support been helpful when doing client work?

I don't have any clients yet, but I know that when I need assistance in the future – Mandy and her team will be there to help.

What are your plans for the future after completing the Academy program?

Since starting the Academy program, I now feel confident to start my own TaxAssist Franchise. I am transferring from the Academy Program to owning the Rhodes/Olympic Park franchise area and will be trading as a TaxAssist Accountant from 23rd March 2024.

The support office has provided me with a timeline so my websites, social media pages and marketing will be in place so I can start helping clients minimise tax and grow their businesses as soon as I return to Australia. I look forward to a successful 2024, working as a TaxAssist Accountant.

TaxAssist Accountants Testimonials
I never thought I would be able to run my own accounting business. With the support of my partner and TaxAssist, this is now a reality. I wish I had made the decision to become a Franchisee sooner!
Badi Ceren, Franchise Owner
I kept searching for an organisation that would train me, provide contracting work or a franchise, and would also supervise and guide me towards becoming a tax agent. I found TaxAssist Accountants which will help me to achieve what I desire.
Charlene Yu, Franchise Owner
TaxAssist Accountants Videos
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TaxAssist Accountants

Find out more about this excellent franchise opportunity in Australia.
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Available Locations:
Single-unit opportunities available in Australian Capital Territory, New South Wales, Northern Territory, Queensland, South Australia, Tasmania, Victoria, Western Australia
Business Type:
Franchise
Minimum Investment:
A$50,000
Financing Assistance
3rd Party
Training Provided:
Yes

Prospectus

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