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Franchise info package
Read our detailed information package to find out whether our franchise is right for you.
Become a Franchisee
ACCOUNTING, TAX, ADVISORY & CONSULTANCY SERVICESBecome a true accounting professional in public practice. Our franchise focuses on a wide range of services and creates the opportunity to build a viable business not affected by seasonal fluctuations.Suitable for non-tax agents and tax agents
ACCOUNTING, BOOKKEEPING & BAS - TAX RETURNS - BUSINESS STRUCTURE SET-UP & REVIEW - TAX FOR INVESTORS & RETIREES - PROFIT IMPROVEMENT - ATO PRIVATE RULINGS - TAX PLANNING - BUSINESS ADVISORY - BUSINESS BENCHMARKING - SELF MANAGED SUPER FUNDS.
Success Tax Professionals is the third largest tax and accounting franchise group in Australia after H&R Block and ITP. However, whereas the other two franchises are almost completely involved in seasonal tax work for individuals, our franchise is oriented to the full range of accounting, tax and BAS services. This includes advisory.
We'll help you to understand the difference between compliance services and advisory services and provide you with options for advancing your skills and service offerings to clients. We'll show you how to clearly separate your practice from competitors and increase your fees.
Leads are generated by our marketing division.
Will I be supervised?
Our non-tax agents work directly with a dedicated supervisory mentor who is a tax agent and our franchising division to receive extensive support and coverage. Our tax agents do not require supervision and instead work directly with the franchising division for all their needs and support.
What's different about this franchise?
Creating a viable business requires alot more than just supervision and technical support. With our franchise we create a holistic environment that also focuses on information dissemination, practice management, business development, marketing and internal networking.
We regularly send emails with updates, advice, tips, recommendations and professional development suggestions. You will also have the opportunity to join our forum and network with other members for support and advice.
We also back our focus on the opportunity to expand into consultancy services as we are the founders of TaxFitness - a unique software platform that empowers accountants with the ability to produce advanced reports targeting tax planning, business advisory and business benchmarking for practice clients.
These are typically more complex areas to work in, often resulting in accountants avoiding them and thereby disadvantaging their clients and themselves (as these are valuable fee-generating services).
With TaxFitness we have made it our mission to make these services more accessible to accountants through software that imports client data, uses AI to assist in strategy selection, recommendations and findings. Our resources centre assists accountants in learning how to deliver these services, sell the benefits to clients and implement the strategies while charging the correct fees.
Just imagine being able to complete end of year financials and tax returns for a business client AND being able to take their services to a whole new level by wowing them with the signficiant tax savings and improvements that consultancy services can generate.
Option 1: Start your practice from scratch
You're a non-tax or tax agent with no clients and want the opportunity to grow a practice.
The Success Tax Professionals franchisor has a proven and well-established track record within our network for helping accountants and bookkeepers to achieve tax agent status, including those who have joined with limited or no prior tax experience. Your path to building a successful accounting and taxation practice will be very specific to you as an individual.
Non-tax agents and tax agents are able to apply as our structure is tailored for both pathways.
If you are already a tax agent you can still benefit from our franchise because a tax licence won’t help you run your business or provide you with support and practice management assistance to grow and be able to offer dynamic services. It just means you are licenced to work in the industry. As part of the Success Tax Professionals franchise network you will have access to support, marketing content, technical assistance, change management, and business development systems. There is a big shift between being an employee who is a tax agent compared to being a public practice owner who is a tax agent. We’ll help you develop a competitive edge.
Success Tax Professionals is a best practices tax and accounting franchise group, with forms, tools and templates, learning resources, continuous technical assistance, mentoring and high support and professional development programmes unique to the industry.
We’ve been providing our franchises since 2003.
Option 2: Already have clients and prepared to rebrand to receive franchise benefits
Our franchise can also be an excellent fit for accounting professionals or bookkeepers with existing clients:
- Who want to increase their client fees by expanding into higher-tier services (tax planning and business advisory), OR
- Who would benefit from support systems such as technical help, business development and marketing guidance, OR
- Who require supervision under a tax agent, OR
- Who primarily only provide bookkeeping services to their base and want to expand into other services such as compliance and tax.