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Franchise info package
Read our detailed information package to find out whether our franchise is right for you.
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Suitable for non-tax agents and tax agents
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.
Our non-tax agents work directly with a supervisory mentor and our franchising division to receive extensive support. Our tax agents work directly with the franchising division for all their needs.
Leads are generated by our marketing division.
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.