LMG Finance and Tax, A Franchise Offering

Unlock Unlimited Investment Potential. 

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We’re Your One-Stop Financial Services Shop.

Since opening the doors in 2014, LMG Finance and Tax has provided friendly, timely, and reliable financial services to a wide variety of clients. Specializing in personal tax preparation, resolution, and financial planning, we also offer help with credit score and business score building and repair, including an award-winning credit score improvement program for homebuyers. Additionally, LMG Finance and Tax provides bookkeeping and payroll services. With a focus on serving our clients with the utmost dedication, LMG Finance and Tax has built a brand synonymous with integrity in an industry that demands it.

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Don’t Miss This Opportunity to Be Part of a Recession-Resistant Industry.

The tax preparation services industry stood at $13.9 billion in 2023. Regardless of the market climate in other parts of the economy, the increasingly complicated and ever-changing tax code ensures tax preparation services continue to see strong demand. LMG Finance and Tax offers a distinct franchise opportunity within the industry:  

Franchisees will benefit from LMG Finance and Tax’s proven brand, which has provided tax preparation and financial planning services since 2014.  

Thanks to targeted programs, LMG Finance & Tax is poised to take advantage of the opportunity gap in underserved communities, providing a unique and turnkey business model. 

With competitive start-up costs and the potential for high demand, LMG Finance and Tax offers a strong ROI for a motivated franchisee.  

Thanks to a virtual office, the LMG Finance and Tax model doesn’t require a brick-and-mortar presence, so our franchise partners can work from almost any location 

The straightforward LMG Finance and Tax model is designed to run smoothly with a single owner/operator but allows for scalability as the franchise grows. 

Invest in a More Successful Future with an LMG Finance and Tax Franchise!

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Low Overhead and Startup Costs for Faster Profitability.

Franchise Fee
$15,000
Minimum Initial Investment Including Franchise Fee & Training
$32,600
Royalty Fee
10% of gross sales
Required Local Marketing Spend
8% of previous month’s revenues

We’re Here to Help You Succeed.

The LMG Finance and Tax management team understands that training and support are essential building blocks of success. That’s why we designed our training program to answer all your questions. From day one, we are here to support our franchise partners and give you every possible tool to build a lucrative and thriving LMG Finance and Tax franchise.  

Comprehensive Training

From foundational knowledge to policies and procedures, we will guide our franchise partners through every step of launching your business to help you reach your goals. 

Operational Support

The LMG Finance and Tax management team will offer ongoing support in the areas of customer service techniques, administration, and IT.

Marketing
Support

We will help our franchise partners develop local marketing plans and SEO/SEM strategies to boost visibility and gain new clients. 

Ongoing
R & D

LMG Finance and Tax continues to develop its knowledge base and technical proficiency, and we will share new developments with our franchise partners.

The Franchise Process 

We offer you the opportunity to be part of a thriving and dynamic business community. Our franchise process is designed to ensure your success from day one. With our comprehensive support system, proven business model, and dedicated team, you’ll have everything you need to build a successful franchise. Here’s how it works:

Fill Out the Form 

Complete our form below and we will reach out to provide you with more information.

Kick Off

The LMG Finance and Tax Team Wants to Meet You! - We will schedule an in-person or remote meeting to review your application and discuss details as we begin our partnership.

Discovery Day

Our franchise development representative will schedule a visit to our corporate location. Here, we will review detailed information on our business model, support, and marketing tools available.

Foundational Knowledge

LMG Finance and Tax FDD Review - Our leadership team will train you and your team in preparation for establishing your own LMG Finance and Tax franchise. We will send you a copy of our Franchise Disclosure Document (FDD) for your review. You will have 14 days to review the document.

Financing

After the FDD review, this is the time to apply for financing if needed!

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Legal Disclaimer

This is not a franchise offering. A franchise offering can be made by us only in a state if we are first registered, excluded, exempted or otherwise qualified to offer franchises in that state, and only if we provide you with an appropriate franchise disclosure document. Follow-up or individualized responses to you that involve either effecting or attempting to effect the sale of a franchise will be made only if we are first in compliance with state registration requirements, or are covered by an applicable state exclusion or exemption.

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