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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
Become a true accounting professional in public practice.
Our franchise focuses on a comprehensive range of year-round services, giving you the structure to build a viable, resilient business unaffected by seasonal tax fluctuations.
✓ Suitable for both Non-Tax Agents & Registered Tax Agents
Beyond Seasonal Compliance
Success Tax Professionals is the third-largest tax and accounting franchise group in Australia after H&R Block and ITP. However, while the other two major franchises focus almost exclusively on seasonal individual tax returns, our network is built around the full spectrum of accounting, tax, BAS, and high-value business advisory services.
We help you bridge the gap between traditional compliance and forward-looking advisory services—giving you a clear competitive edge to differentiate your practice and command higher client fees.
What is a Greenfield Franchise?
Success Tax Professionals franchises are Greenfield opportunities—offering a low entry grant fee to launch and scale a business in the tax and accounting industry.
- Full Operational Framework: We provide the systems, technical support, practice structure, marketing assets, and dedicated supervision (for non-tax agents) to fast-track your growth.
- Brand & Lead Generation: While pre-existing clients are not handed out automatically, leads are generated through our established national brand (operating since 2003) and central digital marketing campaigns, working alongside your local profile-raising activities.
- Optional Fee & Practice Acquisitions: If you want to accelerate your growth by purchasing a parcel of fees or an existing practice, this is handled as a separate optional transaction. Expect to require cash or borrowing capacity for 80–85% of the practice value upfront—whether right when you join or several years down the track.
Will I Be Supervised?
Our support structure adapts directly to your registration status:
🎓 Our Non-Tax Agents
- Work one-on-one with a consistent, dedicated supervisory mentor who is a registered tax agent.
- Small boutique mentorship groups—each supervisor supports just 1 to 5 franchisees on average, so you are never lost in a corporate hierarchy.
- Backed by our central franchising support team for technical advice, marketing, and practice development until you achieve full self-reliance and your own tax agent licence.
💼 Our Registered Tax Agents
- Operate independently without supervision while working directly with our franchising support team.
- Focus on scaling your business, mastering technical interpretations, and implementing high-value software platforms.
- Maximise accuracy, client reviews, and high-margin advisory opportunities.
What’s Different About Our Franchise?
Becoming a tax agent is one thing—building a dynamic, profitable practice so you aren't struggling on basic wages is another. Here is how we set you up to thrive:
Moving from Compliance to Consultancy with TaxFitness
Founded in 2016 by the team behind Success Tax Professionals, TaxFitness is an advanced software platform built to simplify workflows and automate tax planning, business advisory, and benchmarking reports.
⏳ Traditional Compliance (Looking Backward)
Tax returns and BAS deal with the past—like working in a closed room trying to rearrange existing furniture into the best configuration possible.
🚀 Strategic Consultancy (Looking Forward)
Map future outcomes against proven strategies and industry benchmarks to generate substantial tax savings, asset protection, and wealth.
Most accountants advertise advisory services, yet very few actually deliver them due to a lack of confidence, structure, or time. TaxFitness bridges that gap by importing real client data and using AI-assisted strategy selection to generate comprehensive client reports—helping you confidently explain outcomes and command premium fees.
Prefer to focus purely on compliance? We also equip you to become a top-tier compliance practitioner through rapid turnaround systems, strong client review generation, local networking, and internal referral pathways for complex advisory work.
Choose Your Pathway
Start Your Practice from Scratch
For tax agents or non-tax agents with no existing clients.
We have a proven track record since 2003 of helping accountants and bookkeepers—even those with limited prior tax experience—achieve tax agent registration and build thriving practices from the ground up.
Already hold your tax licence? A licence lets you practice, but our network gives you the business development systems, templates, marketing, and technical support to transition from an employee to a profitable public practice owner.
Rebrand an Existing Client Base
For established practitioners and bookkeepers looking to scale.
- Increase client fees by introducing structured tax planning and business advisory services.
- Tap into dedicated technical helpdesk support, marketing systems, and practice management tools.
- Gain tax agent supervision to expand a bookkeeping-only client base into full tax and compliance work.