Paramount Tax & Accounting
Franchise research report · reviewed 2026 disclosure data
Researching Paramount Tax & Accounting franchise opportunities? Every figure below is cited to the FDD.
Paramount Tax & Accounting franchise specializes in tax preparation, bookkeeping, and accounting services for individuals and small businesses throughout the ye
Headline figures
Quick facts
- How much does it cost to open a Paramount Tax & Accounting franchise?
- The Paramount Tax & Accounting Franchise Disclosure Document reports an estimated initial investment of $71,200–$166,000 (2026 FDD, Item 7, PDF p. 18). This is the franchisor's disclosed estimate, not a quote. Details
- What ongoing fees does Paramount Tax & Accounting charge?
- The disclosed ongoing royalty is $10 (2026 FDD, Item 6, PDF p. 13). Other recurring fees are listed in Item 6. Details
- Does Paramount Tax & Accounting disclose financial performance (Item 19)?
- Yes. The Paramount Tax & Accounting FDD includes an Item 19 financial performance representation (2026 FDD, Item 19, PDF p. 48). Figures apply only to the locations and period each one covers. Details
- How many Paramount Tax & Accounting locations are there?
- The FDD reports 102 outlets at the end of 2025 (2026 FDD, Item 20, PDF p. 50). Existing locations do not indicate territory availability. Details
From reviewed FDD figures only. Not a recommendation or projection.
What the disclosures show
- 1Opening costs are estimated at $71,200 – $166,000 in the 2026 FDD (Item 7); several initial fee options apply.
- 2Item 19 covers 3 separate groups: revenue and costs and other measures and profit for 43 franchised locations; revenue and costs and other measures for 2 affiliate-owned locations; other measures and profit for 2 affiliate-owned locations. They are not combined.
- 3Outlets grew by 9 in 2025, to 102 (United States, as labeled in the FDD, Item 20).
From reviewed FDD figures only. Not a recommendation or projection.
Costs · Items 5–7
What does it cost to open?
Estimated opening costs and the fees payable to the franchisor.
Startup Investment — Item 7
Total estimated initial investment
2026 FDD · Item 7 · PDF p. 18
Ongoing Fees — Item 6
Selected recurring charges; payment bases and conditions remain attached to each fee.
- Royalty 10% — 10%Main ongoing fee
39 reported fees, each with its payment basis, are listed below; they haven't been sorted into recurring, initial and occasional groups yet.
Financial Performance — Item 19
What results are disclosed—and for which locations?
3 separate populations, shown apart. Revenue is not owner income.
Franchised locations
Revenue, costs, profit and other measures · 43 locations
- Who is counted
- Full-time franchised outlets with at least one complete tax season before 2025 and operating all 2025
- Period
- high
- Excluded
- 57 of 100 franchises excluded: no full prior tax season, not full-year or not full-time; 15 signed unopened excluded.
- Method
- Historic reported gross sales, marketing costs, other expenses and net income. Draper gross sales largely mineral donations/conservation easement tax planning; royalty applies only tax/accounting, not tax planning. Other expenses include general/administrative/direct costs excluding marketing.
Locations counted: not stated in the reviewed record
Revenue, costs and other measures · 2 locations
- Who is counted
- Both affiliate-owned outlets: Draper, Utah and Port St. Lucie, Florida
- Period
- percent attaining average
- Excluded
- No affiliate outlet excluded; franchise exclusions relate to separate franchised-outlet table.
- Method
- Historic reported gross sales, marketing costs, other expenses and net income. Draper gross sales largely mineral donations/conservation easement tax planning; royalty applies only tax/accounting, not tax planning. Other expenses include general/administrative/direct costs excluding marketing.
Locations counted: not stated in the reviewed record
Profit and other measures · 2 locations
- Who is counted
- Draper Utah and Port St Lucie Florida affiliate outlets
- Period
- low
- Excluded
- 57 of 100 franchises excluded: no full prior tax season, not full-year or not full-time; 15 signed unopened excluded.
- Method
- Historic reported gross sales, marketing costs, other expenses and net income. Draper gross sales largely mineral donations/conservation easement tax planning; royalty applies only tax/accounting, not tax planning. Other expenses include general/administrative/direct costs excluding marketing.
These groups are never combined.
Outlet Changes — Item 20
How has the outlet count changed?
United States, as labeled in the FDD · counts as of 2025 of each year.
2026 FDD · Item 20 · PDF p. 50
Net +26 outlets, 2023–2025
Year-end counts reported in Item 20. The scale starts at zero; the labels between the dots show each year's change. Openings and closures for 2025 haven't been pulled from the Item 20 tables yet, so no turnover or churn is shown.
Questions to investigate
Prompts based on what this brand's reviewed disclosures do and don't show — not conclusions. Join free as a member to save questions to your research.
For the franchisor
Which line items in the 2026 Item 7 estimate ($71,200 – $166,000) vary most by market, and why?
Which initial fee option would apply to my situation, and what conditions or discounts affect it?
Which locations are included in the Item 19 figures, and which were excluded?
Reported units went from 93 to 102 in 2025. How many new units opened, closed or changed hands?
Is a territory available in my area, and how is it defined in my agreement?
For current and former owners
How did your actual startup costs and timeline compare with the Item 7 estimate?
How many hours a week do you work in the business, and in what role?
How do your results compare with the Item 19 figures, and what explains the difference?
What support from the franchisor has been most and least useful?
For your advisors
Ask a franchise attorney to review the territory, renewal, transfer and termination terms.
Ask an accountant to build a cash-flow plan using your own assumptions, not the franchisor's.
Sources & vintage history
Every displayed fact is retained with its disclosure vintage, item, page, and reviewed status. Prior vintages remain on file rather than being overwritten.
Citations (2026 FDD)
- [1]Estimated initial investment — Item 7 · PDF p. 18
- [2]Item 19 — Franchised (43 locations) — revenue and costs and other measures and profit · PDF p. 49
- [3]Item 19 — Locations counted not stated in the reviewed record — Both affiliate-owned outlets: Draper, Utah and Port St. Lucie, Florida · PDF p. 48
- [4]Item 19 — Locations counted not stated in the reviewed record — Draper Utah and Port St Lucie Florida affiliate outlets · PDF p. 48
- [5]Outlet counts — Item 20, Table 1 · PDF p. 50
"PDF p." is the page in the PDF file; "printed p." is the number printed on the FDD page.
Territory & operations
154 addresses in Franopolis's imported location list. Coverage may differ from Item 20 outlet counts.
These are contract disclosures, not confirmation that any territory is currently available.
Legal & agreement
Franchisor financial statements
| Fiscal year | Measure | Reported value |
|---|---|---|
| 2026 | total for bank accounts | $1,653,716 |
| 2026 | loan to luis aguilera | $100,000 |
| 2026 | total for accounts receivable | $140,000 |
| 2026 | deferred commissions | $50,000 |
| 2026 | due from ptacpa | $0 |
| 2026 | total for other current assets | $20,000 |
| 2026 | total for current assets | $1,813,716 |
| 2026 | fixed assets accumulated amortization | $0 |
| 2026 | buildings | $0 |
| 2026 | goodwill | $76,275 |
| 2026 | software | $43,600 |
| 2026 | total for fixed assets | $76,275 |
| 2026 | other assets notes receivable | $884,000 |
| 2026 | total for other assets | $884,000 |
| 2026 | liabilities and equity liabilities current liabilities other current liabilities deferred revenue | $844,000 |
| 2026 | due to ptacpa | $0 |
| 2026 | total for other current liabilities | $844,000 |
| 2026 | total for current liabilities | $844,000 |
| 2026 | total for long-term liabilities | $100,000 |
| 2026 | total for liabilities | $944,000 |
| 2026 | owner's draw | -$3,167,254 |
| 2026 | owner's investment | $75,341 |
| 2026 | total for equity | $1,829,991 |
| 2026 | income franchise fee | $236,000 |
| 2026 | fulfillment income | $133,825 |
| 2026 | total for income | $1,810,957 |
| 2026 | gross profit | $1,810,957 |
| 2026 | expenses advertising & marketing | $1,390 |
| 2026 | bank charges & fees | $9,138 |
| 2026 | office supplies | $276 |
| 2026 | software expense | $80 |
| 2026 | travel | $3,917 |
| 2026 | utilities | $909 |
| 2026 | net operating income | $1,002,999 |
| 2026 | retained earnings | $3,918,905 |
| 2026 | accounts receivable accounts receivable | $40,000 |
| 2026 | other current assets allowance for bad debt | -$30,000 |
| 2026 | land | $0 |
| 2026 | legal & professional services | $27,881 |
| 2026 | total for assets | $2,773,991 |
| 2026 | long-term liabilities n/p - jon wilhelm | $100,000 |
| 2026 | dues & subscriptions | $265 |
| 2026 | computer expense | $1,248 |
| 2026 | meeting | $320,012 |
| 2026 | total for liabilities and equity | $2,773,991 |
| 2026 | rent & lease | $16,000 |
| 2026 | vehicles | $0 |
| 2026 | consulting fee | $356,906 |
| 2026 | uncategorized asset | $0 |
| 2026 | net income | $1,002,999 |
| 2026 | total for expenses | $807,957 |
| 2026 | accumulated depreciation | -$43,600 |
| 2026 | royalty income | $1,439,851 |
| 2025 | total current assets | $710,334 |
| 2025 | goodwill | $76,275 |
| 2025 | operating notes receivable | $1,222,000 |
| 2025 | total non-current assets | $1,298,275 |
| 2025 | total assets | $2,008,609 |
| 2025 | deferred revenueMore than one value recorded for this year — open the FDD source before comparing | $1,123,000 |
| 2025 | total current liabilities | $1,223,000 |
| 2025 | royalty fees | $1,889,897 |
| 2025 | total operating revenues | $2,924,443 |
| 2025 | total operating expenses | $1,646,430 |
| 2025 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $1,278,013 |
| 2025 | deferred revenueMore than one value recorded for this year — open the FDD source before comparing | $279,000 |
| 2025 | member distributions | -$1,208,363 |
| 2025 | net cash used in financing activities | -$1,208,363 |
| 2025 | income franchise fee | $225,334 |
| 2025 | royalty income | $767,054 |
| 2025 | total for income | $1,141,743 |
| 2025 | expenses advertising & marketing | $10,573 |
| 2025 | consulting fee | $254,601 |
| 2025 | legal & professional services | $3,321 |
| 2025 | meeting | $113,939 |
| 2025 | rent & lease | $16,000 |
| 2025 | total for expenses | $416,323 |
| 2025 | liabilities and member's equity current liabilities related party payables | $100,000 |
| 2025 | deferred commissions | $42,500 |
| 2025 | assets current assets cash and cash equivalents | $667,834 |
| 2025 | total liabilities | $1,223,000 |
| 2025 | computer expense | $6,798 |
| 2025 | software expense | $249 |
| 2025 | net operating income | $725,420 |
| 2025 | cash and cash equivalents at end of period | $667,834 |
| 2025 | gross profit | $1,141,743 |
| 2025 | member's equity | $785,609 |
| 2025 | fulfillment income | $149,355 |
| 2025 | cash and cash equivalents at beginning of period | $619,684 |
| 2025 | advertising and marketing | $49,158 |
| 2025 | total liabilities and member's equity | $2,008,609 |
| 2025 | dues & subscriptions | $491 |
| 2025 | professional fees | $929,007 |
| 2025 | bank charges & fees | $3,665 |
| 2025 | travel | $754 |
| 2025 | operating expenses general and administrative | $668,265 |
| 2025 | office supplies | $3,000 |
| 2025 | utilities | $2,338 |
| 2025 | net change in cash and cash equivalents | $48,150 |
| 2025 | operating revenues initial franchise fees | $597,000 |
| 2025 | fulfillment fees | $437,546 |
| 2025 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $1,278,013 |
| 2025 | operating cash flow change in operating notes receivable | -$308,000 |
| 2025 | operating cash flow change in deferred commission | $7,500 |
| 2025 | net cash provided by operating activities | $1,256,513 |
| 2024 | assets current assets cash and cash equivalents | $619,684 |
| 2024 | goodwill | $76,275 |
| 2024 | operating notes receivable | $914,000 |
| 2024 | total assets | $1,659,959 |
| 2024 | liabilities and member's equity current liabilities related party payables | $100,000 |
| 2024 | deferred revenueMore than one value recorded for this year — open the FDD source before comparing | $844,000 |
| 2024 | total liabilities and member's equity | $1,659,959 |
| 2024 | operating revenues initial franchise fees | $250,000 |
| 2024 | fulfillment fees | $143,052 |
| 2024 | depreciationMore than one value recorded for this year — open the FDD source before comparing | $9,992 |
| 2024 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $513,288 |
| 2024 | operating cash flow change in operating notes receivable | $60,000 |
| 2024 | deferred revenueMore than one value recorded for this year — open the FDD source before comparing | $582,600 |
| 2024 | net change in cash and cash equivalents | $557,068 |
| 2024 | deferred commissions | $50,000 |
| 2024 | total current assets | $669,684 |
| 2024 | total non-current assets | $990,275 |
| 2024 | total current liabilities | $944,000 |
| 2024 | total liabilities | $944,000 |
| 2024 | operating expenses general and administrative | $528,910 |
| 2024 | cash and cash equivalents at beginning of period | $62,616 |
| 2024 | cash and cash equivalents at end of period | $619,684 |
| 2024 | member's equity | $715,959 |
| 2024 | advertising and marketing | $51,276 |
| 2024 | professional fees | $788,550 |
| 2024 | total operating revenues | $1,892,016 |
| 2024 | royalty fees | $1,498,964 |
| 2024 | total operating expenses | $1,378,728 |
| 2024 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $513,288 |
| 2024 | operating cash flow change in deferred commission | -$30,000 |
| 2024 | depreciationMore than one value recorded for this year — open the FDD source before comparing | $9,992 |
| 2024 | net cash provided by operating activities | $1,135,880 |
| 2024 | member distributions | -$578,812 |
| 2024 | net cash used in financing activities | -$578,812 |
| 2023 | deferred commissions | $20,000 |
| 2023 | operating notes receivable | $974,000 |
| 2023 | total non-current assets | $1,060,267 |
| 2023 | liabilities and member's equity current liabilities related party payables | $100,000 |
| 2023 | deferred revenueMore than one value recorded for this year — open the FDD source before comparing | $261,400 |
| 2023 | total liabilities and member's equity | $1,142,883 |
| 2023 | professional fees | $1,109,769 |
| 2023 | advertising and marketing | $45,748 |
| 2023 | depreciationMore than one value recorded for this year — open the FDD source before comparing | $10,900 |
| 2023 | total operating expenses | $1,510,676 |
| 2023 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $492,242 |
| 2023 | net incomeMore than one value recorded for this year — open the FDD source before comparing | $492,242 |
| 2023 | depreciationMore than one value recorded for this year — open the FDD source before comparing | $10,900 |
| 2023 | deferred commission | -$20,000 |
| 2023 | deferred revenueMore than one value recorded for this year — open the FDD source before comparing | $261,400 |
| 2023 | net cash provided by operating activities | $336,562 |
| 2023 | member distributions | -$570,552 |
| 2023 | net change in cash and cash equivalents | -$133,990 |
| 2023 | non-current assets property and equipment, net | $9,992 |
| 2023 | goodwill | $76,275 |
| 2023 | total current assets | $82,616 |
| 2023 | total assets | $1,142,883 |
| 2023 | assets current assets cash and cash equivalents | $62,616 |
| 2023 | total current liabilities | $361,400 |
| 2023 | member's equity | $781,483 |
| 2023 | cash and cash equivalents at end of period | $62,616 |
| 2023 | total liabilities | $361,400 |
| 2023 | net cash used in financing activities | -$470,552 |
| 2023 | cash and cash equivalents at beginning of period | $196,606 |
| 2023 | operating expenses general and administrative | $344,259 |
| 2023 | operating revenues initial franchise fees | $326,600 |
| 2023 | fulfillment fees | $476,400 |
| 2023 | royalty fees | $1,199,918 |
| 2023 | total operating revenues | $2,002,918 |
| 2023 | operating cash flow change in operating notes receivable | -$407,980 |
| 2023 | draws on related party payable | $100,000 |
| — | income franchise feeMore than one value recorded for this year — open the FDD source before comparing | $5 |
| — | royalty incomeMore than one value recorded for this year — open the FDD source before comparing | $672,797 |
| — | gross profitMore than one value recorded for this year — open the FDD source before comparing | $669,214 |
| — | expenses advertising & marketingMore than one value recorded for this year — open the FDD source before comparing | -$87 |
| — | bank charges & feesMore than one value recorded for this year — open the FDD source before comparing | $5,473 |
| — | bank charges & feesMore than one value recorded for this year — open the FDD source before comparing | $149 |
| — | consulting feeMore than one value recorded for this year — open the FDD source before comparing | $102,305 |
| — | dues & subscriptionsMore than one value recorded for this year — open the FDD source before comparing | -$226 |
| — | dues & subscriptionsMore than one value recorded for this year — open the FDD source before comparing | -$46 |
| — | legal & professional servicesMore than one value recorded for this year — open the FDD source before comparing | $740 |
| — | office suppliesMore than one value recorded for this year — open the FDD source before comparing | -$2,724 |
| — | office suppliesMore than one value recorded for this year — open the FDD source before comparing | -$91 |
| — | rent & leaseMore than one value recorded for this year — open the FDD source before comparing | $0 |
| — | rent & leaseMore than one value recorded for this year — open the FDD source before comparing | $0 |
| — | travelMore than one value recorded for this year — open the FDD source before comparing | $3,163 |
| — | utilitiesMore than one value recorded for this year — open the FDD source before comparing | -$1,429 |
| — | total for expensesMore than one value recorded for this year — open the FDD source before comparing | $391,635 |
| — | net operating incomeMore than one value recorded for this year — open the FDD source before comparing | $277,579 |
| — | gross profitMore than one value recorded for this year — open the FDD source before comparing | $59 |
| — | software expenseMore than one value recorded for this year — open the FDD source before comparing | -$169 |
| — | travelMore than one value recorded for this year — open the FDD source before comparing | $419 |
| — | net operating incomeMore than one value recorded for this year — open the FDD source before comparing | $38 |
| — | fulfillment incomeMore than one value recorded for this year — open the FDD source before comparing | -$15,530 |
| — | software expenseMore than one value recorded for this year — open the FDD source before comparing | -$68 |
| — | computer expenseMore than one value recorded for this year — open the FDD source before comparing | -$5,550 |
| — | utilitiesMore than one value recorded for this year — open the FDD source before comparing | -$61 |
| — | fulfillment incomeMore than one value recorded for this year — open the FDD source before comparing | -$10 |
| — | expenses advertising & marketingMore than one value recorded for this year — open the FDD source before comparing | -$9,183 |
| — | net incomeMore than one value recorded for this year — open the FDD source before comparing | $725,420 |
| — | income franchise feeMore than one value recorded for this year — open the FDD source before comparing | $10,666 |
| — | meetingMore than one value recorded for this year — open the FDD source before comparing | $206,073 |
| — | meetingMore than one value recorded for this year — open the FDD source before comparing | $181 |
| — | total for incomeMore than one value recorded for this year — open the FDD source before comparing | $669,214 |
| — | legal & professional servicesMore than one value recorded for this year — open the FDD source before comparing | $24,560 |
| — | total for expensesMore than one value recorded for this year — open the FDD source before comparing | $94 |
| — | net incomeMore than one value recorded for this year — open the FDD source before comparing | $1,002,999 |
| — | computer expenseMore than one value recorded for this year — open the FDD source before comparing | -$82 |
| — | consulting feeMore than one value recorded for this year — open the FDD source before comparing | $40 |
| — | net incomeMore than one value recorded for this year — open the FDD source before comparing | $38 |
| — | total for incomeMore than one value recorded for this year — open the FDD source before comparing | $59 |
| — | net incomeMore than one value recorded for this year — open the FDD source before comparing | $277,579 |
| — | royalty incomeMore than one value recorded for this year — open the FDD source before comparing | $88 |
These figures describe the franchisor company, not individual franchise locations.
SBA-backed loans to franchisees
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Source: U.S. Small Business Administration 7(a) & 504 FOIA data. Loan volume is not a measure of franchisee success.
At a glance
Business history
Not reviewed
Owner participation
Not reviewed
Territory language
Litigation disclosure
Not reviewed
Bankruptcy disclosure
Not reviewed
Agreement term
Not reviewed
Independent analysis of franchisor-provided data. Not investment advice. Franopolis does not distribute FDDs.



