Paramount Tax & Accounting

    Franchise research report · reviewed 2026 disclosure data

    Researching Paramount Tax & Accounting franchise opportunities? Every figure below is cited to the FDD.

    Reviewed sources

    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

    1. 1Opening costs are estimated at $71,200 – $166,000 in the 2026 FDD (Item 7); several initial fee options apply.
    2. 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.
    3. 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

    07620239320241022025+17+9

    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. [1]Estimated initial investment — Item 7 · PDF p. 18
    2. [2]Item 19 — Franchised (43 locations) — revenue and costs and other measures and profit · PDF p. 49
    3. [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. [4]Item 19 — Locations counted not stated in the reviewed record — Draper Utah and Port St Lucie Florida affiliate outlets · PDF p. 48
    5. [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.

    Franchisor financial statements

    Fiscal yearMeasureReported value
    2026total for bank accounts$1,653,716
    2026loan to luis aguilera$100,000
    2026total for accounts receivable$140,000
    2026deferred commissions$50,000
    2026due from ptacpa$0
    2026total for other current assets$20,000
    2026total for current assets$1,813,716
    2026fixed assets accumulated amortization$0
    2026buildings$0
    2026goodwill$76,275
    2026software$43,600
    2026total for fixed assets$76,275
    2026other assets notes receivable$884,000
    2026total for other assets$884,000
    2026liabilities and equity liabilities current liabilities other current liabilities deferred revenue$844,000
    2026due to ptacpa$0
    2026total for other current liabilities$844,000
    2026total for current liabilities$844,000
    2026total for long-term liabilities$100,000
    2026total for liabilities$944,000
    2026owner's draw-$3,167,254
    2026owner's investment$75,341
    2026total for equity$1,829,991
    2026income franchise fee$236,000
    2026fulfillment income$133,825
    2026total for income$1,810,957
    2026gross profit$1,810,957
    2026expenses advertising & marketing$1,390
    2026bank charges & fees$9,138
    2026office supplies$276
    2026software expense$80
    2026travel$3,917
    2026utilities$909
    2026net operating income$1,002,999
    2026retained earnings$3,918,905
    2026accounts receivable accounts receivable$40,000
    2026other current assets allowance for bad debt-$30,000
    2026land$0
    2026legal & professional services$27,881
    2026total for assets$2,773,991
    2026long-term liabilities n/p - jon wilhelm$100,000
    2026dues & subscriptions$265
    2026computer expense$1,248
    2026meeting$320,012
    2026total for liabilities and equity$2,773,991
    2026rent & lease$16,000
    2026vehicles$0
    2026consulting fee$356,906
    2026uncategorized asset$0
    2026net income$1,002,999
    2026total for expenses$807,957
    2026accumulated depreciation-$43,600
    2026royalty income$1,439,851
    2025total current assets$710,334
    2025goodwill$76,275
    2025operating notes receivable$1,222,000
    2025total non-current assets$1,298,275
    2025total assets$2,008,609
    2025deferred revenueMore than one value recorded for this year — open the FDD source before comparing$1,123,000
    2025total current liabilities$1,223,000
    2025royalty fees$1,889,897
    2025total operating revenues$2,924,443
    2025total operating expenses$1,646,430
    2025net incomeMore than one value recorded for this year — open the FDD source before comparing$1,278,013
    2025deferred revenueMore than one value recorded for this year — open the FDD source before comparing$279,000
    2025member distributions-$1,208,363
    2025net cash used in financing activities-$1,208,363
    2025income franchise fee$225,334
    2025royalty income$767,054
    2025total for income$1,141,743
    2025expenses advertising & marketing$10,573
    2025consulting fee$254,601
    2025legal & professional services$3,321
    2025meeting$113,939
    2025rent & lease$16,000
    2025total for expenses$416,323
    2025liabilities and member's equity current liabilities related party payables$100,000
    2025deferred commissions$42,500
    2025assets current assets cash and cash equivalents$667,834
    2025total liabilities$1,223,000
    2025computer expense$6,798
    2025software expense$249
    2025net operating income$725,420
    2025cash and cash equivalents at end of period$667,834
    2025gross profit$1,141,743
    2025member's equity$785,609
    2025fulfillment income$149,355
    2025cash and cash equivalents at beginning of period$619,684
    2025advertising and marketing$49,158
    2025total liabilities and member's equity$2,008,609
    2025dues & subscriptions$491
    2025professional fees$929,007
    2025bank charges & fees$3,665
    2025travel$754
    2025operating expenses general and administrative$668,265
    2025office supplies$3,000
    2025utilities$2,338
    2025net change in cash and cash equivalents$48,150
    2025operating revenues initial franchise fees$597,000
    2025fulfillment fees$437,546
    2025net incomeMore than one value recorded for this year — open the FDD source before comparing$1,278,013
    2025operating cash flow change in operating notes receivable-$308,000
    2025operating cash flow change in deferred commission$7,500
    2025net cash provided by operating activities$1,256,513
    2024assets current assets cash and cash equivalents$619,684
    2024goodwill$76,275
    2024operating notes receivable$914,000
    2024total assets$1,659,959
    2024liabilities and member's equity current liabilities related party payables$100,000
    2024deferred revenueMore than one value recorded for this year — open the FDD source before comparing$844,000
    2024total liabilities and member's equity$1,659,959
    2024operating revenues initial franchise fees$250,000
    2024fulfillment fees$143,052
    2024depreciationMore than one value recorded for this year — open the FDD source before comparing$9,992
    2024net incomeMore than one value recorded for this year — open the FDD source before comparing$513,288
    2024operating cash flow change in operating notes receivable$60,000
    2024deferred revenueMore than one value recorded for this year — open the FDD source before comparing$582,600
    2024net change in cash and cash equivalents$557,068
    2024deferred commissions$50,000
    2024total current assets$669,684
    2024total non-current assets$990,275
    2024total current liabilities$944,000
    2024total liabilities$944,000
    2024operating expenses general and administrative$528,910
    2024cash and cash equivalents at beginning of period$62,616
    2024cash and cash equivalents at end of period$619,684
    2024member's equity$715,959
    2024advertising and marketing$51,276
    2024professional fees$788,550
    2024total operating revenues$1,892,016
    2024royalty fees$1,498,964
    2024total operating expenses$1,378,728
    2024net incomeMore than one value recorded for this year — open the FDD source before comparing$513,288
    2024operating cash flow change in deferred commission-$30,000
    2024depreciationMore than one value recorded for this year — open the FDD source before comparing$9,992
    2024net cash provided by operating activities$1,135,880
    2024member distributions-$578,812
    2024net cash used in financing activities-$578,812
    2023deferred commissions$20,000
    2023operating notes receivable$974,000
    2023total non-current assets$1,060,267
    2023liabilities and member's equity current liabilities related party payables$100,000
    2023deferred revenueMore than one value recorded for this year — open the FDD source before comparing$261,400
    2023total liabilities and member's equity$1,142,883
    2023professional fees$1,109,769
    2023advertising and marketing$45,748
    2023depreciationMore than one value recorded for this year — open the FDD source before comparing$10,900
    2023total operating expenses$1,510,676
    2023net incomeMore than one value recorded for this year — open the FDD source before comparing$492,242
    2023net incomeMore than one value recorded for this year — open the FDD source before comparing$492,242
    2023depreciationMore than one value recorded for this year — open the FDD source before comparing$10,900
    2023deferred commission-$20,000
    2023deferred revenueMore than one value recorded for this year — open the FDD source before comparing$261,400
    2023net cash provided by operating activities$336,562
    2023member distributions-$570,552
    2023net change in cash and cash equivalents-$133,990
    2023non-current assets property and equipment, net$9,992
    2023goodwill$76,275
    2023total current assets$82,616
    2023total assets$1,142,883
    2023assets current assets cash and cash equivalents$62,616
    2023total current liabilities$361,400
    2023member's equity$781,483
    2023cash and cash equivalents at end of period$62,616
    2023total liabilities$361,400
    2023net cash used in financing activities-$470,552
    2023cash and cash equivalents at beginning of period$196,606
    2023operating expenses general and administrative$344,259
    2023operating revenues initial franchise fees$326,600
    2023fulfillment fees$476,400
    2023royalty fees$1,199,918
    2023total operating revenues$2,002,918
    2023operating cash flow change in operating notes receivable-$407,980
    2023draws 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.