C.L. Tax & Accounting

Franchise Overview

C.L. Tax & Accounting operates a multi-service financial franchise serving small businesses and individual clients through a broad suite of offerings including tax preparation, bookkeeping, payroll, immigration assistance, insurance, and virtual office solutions — all delivered under one roof.

Key Highlights

Diverse multi-revenue streams spanning tax, real estate, insurance, and immigration services
No prior accounting experience required — ideal for sales and customer service entrepreneurs
Comprehensive support including Discovery Day orientation and access to established franchisor systems
Silicon Valley-headquartered brand with a nationwide expansion footprint underway

C.L. Tax & Accounting's unusually broad service portfolio positions franchisees to capture clients across life and business milestones, making it a distinctive choice for entrepreneurs seeking diversified income.

Just the Facts

For most current information, see Franchise Disclosure Documents

In Business Since2012

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.

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