C.L. Tax & Accounting

Franchise Overview

This franchise offers a comprehensive suite of financial and business services targeting small businesses and individual clients. Core offerings include tax return preparation for businesses and individuals, bookkeeping, payroll processing, financial advice, and tax ID applications. Beyond traditional accounting, the franchise also provides immigration assistance services such as student and tourist visas, real estate investment guidance, medical and life insurance, trademark registration, global company registration, and virtual office solutions.

Franchise partners are not required to have prior accounting experience, making it accessible to entrepreneurs with strong customer service and sales skills. The business model is built around multi-revenue streams, allowing franchisees to serve a broad client base.

Support includes Discovery Day orientation, operational training, and access to the franchisor's established systems. Headquartered in Silicon Valley, California, the network is expanding nationwide.

Just the Facts

For most current information, see Franchise Disclosure Documents

In Business Since
Number of Units
Min Liquid Capital
Required Networth
$$$Total Investment$59K – $92K

C.L. Tax & Accounting Franchise Disclosure Documents (FDD)

These official C.L. Tax & Accounting FDDs contain 23 sections of federally mandated disclosures such as franchisee obligations, franchisor litigation, and financial performance. FDD's are typically 100+ pages long and are critical to evaluate when researching a franchise.