Business Description

This Miami-Dade-based business provides full-service accounting, tax preparation, and property & casualty insurance specifically tailored for the Latin American community, with 85% of clients being Spanish-speaking. Services offered include personal and corporate tax preparation, bookkeeping, ERC filing, tax prep seminars, and insurance solutions. The company has a breakdown of service with personal tax returns accounting for 63%, corporate tax returns and bookkeeping at 14%, and ERC filing at 8%. With 15 full-time employees, including the owner, the business expands its team during the busy tax season. Plans for growth include six branches, two each for tax and accounting, one for property and casualty insurance, a training center, and two upcoming branches set to open in January 2025. The company follows standardized operating procedures that have been documented for success, enabling efficient and scalable expansion. Continuing on a growth trajectory, this business is committed to opening multiple branches annually. By adhering to established procedures and targeting the Latin American