INSURANCE
Protect what matters most in life.
You've worked extremely hard for the things that you have today. Our insurance experts are here to help you protect what's most important in your life.
Saving starts with an auto insurance quote.
Get your auto insurance quote today with our simple online process. Earn discounts on safe driving, bundling, and much more. See how we can lower your insurance rate today.
Find the best homeowners insurance for your property.
Homeowners insurance guarantees that your home is protected, no matter the situation. Wind, hail, fire, theft, and more could leave your house damaged. We are here to help discuss which coverages are right for your home.
Discover life insurance options.
Create strong and reliable financial security with an insurance plan that will protect your family when faced with the unexpected. Life insurance can be used for funeral expenses, medical bills, and many other things that they might need in their lives.
Choose from a variety of commercial business insurance options.
Business insurance protects your small business from hazards such as liability, damage to property, and other unexpected occurrences. A tailor made coverage for your businesses is necessary, and we are here to help you put it all together. Ask us about our workers compensation insurance to protect your employees as well.
Hear from our franchisees about the benefits of joining our team
There’s one name you can trust to help expand your business.
Joining our team comes with the backing of a well-known and respected brand. We have the experience, systems, and support teams that will help you grow your business. We work with you so that you, your employees, and your clients all benefit from becoming an CAA Financial franchise.
The Value of Our Brand
OVER 60 YEARS OF EXPERIENCE
Since 1955, we’ve prepared more than 650 million tax returns and have annual revenues exceeding $3 billion. With CAA Financial, you have the resources of a large corporation, but the personalized service of a small firm.
BRAND STRENGTH
CAA Financial is one of the most recognized and respected brands around the world. Our name represents strength, expertise, and stability.
IBM WATSON PARTNERSHIP
We lead the way in technology and innovation. Our partnership with IBM Watson gives Tax Pros the added power of data. Imagine having the ability to provide your clients with every credit and deduction possible. The combined insights of Tax Pros and Watson provides added value to our clients.
IT’S YOUR BUSINESS
You remain in charge of your business and make your own decisions, including setting your own pricing, hiring and training your staff and more. Our franchisees enjoy their independence while benefiting from our support. On average, our franchisees have been with us for over 20 years and own two or more locations.
Support and Training
GROWTH PROGRAMS
We can help you grow your business. Our year-round marketing and advertising is designed to drive clients into your location. You may even receive annual advertising dollars to spend in your local market to help grow your business. We may help you buy a competitor by paying up to 70% of the purchase price.
LOCAL SUPPORT TEAM
With CAA Financial, you’re never on your own. We have a strong field management team that will provide personalized service and the resources you need. Plus you’ll have a team of professionals that provide free, individualized public relations and marketing assistance. They’ll help you promote your business within your local community.
THE TAX INSTITUTE
As a franchisee, you can get the latest insights, trends and information about taxes through the Tax Institute at CAA Financial. Your team will have access to over 3,000 articles, FAQ’s, case studies, receive help researching and resolving tough tax questions, and much more. The Tax Institute is comprised of highly experienced tax attorneys, enrolled agents and others. They publish original analysis on tax topics in the industry press and serve as a trusted source for journalists.
BEST IN CLASS TRAINING
We have over 250 year-round continuing education tax courses and business management classes offered. These can be taken online, or instructor led.
FINANCIAL ASSISTANCE
CAA Financial will invest in your business to help you achieve your goals. Our partners may provide financial assistance to you with pre-season support, bad debt relief, and capital for future growth.
Superior Products and Services
With CAA Financial, you’ll be able to offer your clients the best tax and financial products in the industry. Our value added products and services are why millions of clients come back to CAA Financial year after year.
CAA Financial GUARANTEE
If the IRS audits your clients, CAA Financial will assist you in answering their questions.
CAA Financial EMERALD PREPAID MASTERCARD®
Millions of our clients love this rewards card.
CAA Financial EMERALD ADVANCE® LINE OF CREDIT
Your clients can repeatedly use this year-round line of credit for all those unexpected emergencies.
REFUND TRANSFER
An added service that provides convenience for your clients.
PEACE OF MIND® EXTENDED SERVICE PLAN
A worry free guarantee that is available to your clients that ensures any additional taxes assessed because of an error will be paid by CAA Financial.
TAX IDENTITY SHIELD®
We created Tax Identity Shield® as a tool to help better protect those concerned about tax identity theft and tax fraud.
Frequently Asked Questions About Becoming an CAA Financial Franchise
We are looking for entrepreneurs who currently have a tax business. They should have a passion for success, the ability to expand their own business, and a sincere desire to provide the best client experience possible.
As a new franchisee, you will participate in training programs that will outline our entire operation. We will share business planning strategies, local marketing ideas, tips to improve the client experience, and much more. Our goal is to ensure your business is a success. In addition, we offer year-round basic and advanced training through our Income Tax Courses, Business Management Seminars and National Operations Meetings.
As an CAA Financial franchisee, you will have a dedicated local field management team who are personally interested in your success. Our field managers are there to assist you at any time with all facets of business operations.
CAA Financial spends more on marketing and advertising than its competitors. As a franchisee, you will benefit from these efforts and from the reputation of the CAA Financial brand. Best of all, you are not required to contribute any additional funds for our national advertising campaigns. You will have access to free local public relations and marketing support. In fact, we have an entire team dedicated to assisting you with marketing in your local community. You could also receive marketing dollars to spend as you determine.
CAA Financial encourages successful franchisees to expand and grow their offices. We may help you with the expansion by paying up to 70% of the purchase price when you acquire a competitor. We will help you through the entire process by helping you structure and negotiate the deal, provide free help with the business valuation and more.
There are multiple opportunities to purchase existing CAA Financial franchises throughout the country. Check our list often as we frequently update our available locations. Find locations that are for sale near you.
Are you ready to retire or looking to create an exit strategy?
CAA Financial offers competitive buyout packages and will work with you to develop a plan that meets your retirement timeline. We encourage you to stay involved in the business until you are ready to retire. We’ll work with you to retain your staff so your clients continue to receive the same great service from the team they know and trust.
When the time is right, CAA Financial is the right choice.
The decision to sell your business is a difficult one. We understand the importance of a smooth transition for you, your employees, and your clients. Here are just some of the benefits of selling your business to CAA Financial.
- Receive an upfront cash payment
- We offer competitive buyout packages
- Flexible transition period that includes co-branding
- Your staff will be in good hands if they join the CAA Financial family
- We will deal directly with you, no need to pay broker fees
- We are a qualified buyer with a solid reputation
Join now, sell later.
CAA Financial offers both a short-term and long-term exit strategy for those who plan on retiring in the future. These options not only give you the freedom to decide when to retire, they also come with these benefits.
LONG-TERM SUCCESSION PLANNING
Flexible succession plan that puts the control in your hands. You have confidence knowing you have a future buyer in us.
RISK MITIGATION
You have an exit strategy with CAA Financial that allows you to transition your business should you experience a life changing event like a health issue.
FLEXIBILITY
You decide when you retire. And you don’t need to decide right now. There is no set timeframe. It can be 4 years, 7 years, or even 10 years from now.
CARING FOR YOUR EMPLOYEES
We strive to retain your employees as part of the purchase agreement.
CONTROL
Know your selling price up front so there are no surprises when you decide to sell. As your business grows over the years, so does the sell price.
YOU RUN THE SHOW
When you join our team, you continue to manage the business and make business decisions. This includes setting your own pricing, hours of operation, and hiring your own staff.
CASH NOW
You’ll receive an attractive upfront cash payment now, even though you may wait to sell years from now.
MAXIMIZE THE VALUE OF YOUR BUSINESS
You can continue to grow your business and create an exit strategy down the road. As your business grows, so does the purchase price.
Frequently Asked Questions About Selling Your Business
CAA Financial is a financially solid, multi-billion dollar public company. You can be confident that CAA Financial will deliver on its financial commitment to pay you the agreed upon price and all other contractual obligations.
CAA Financial has an experienced team of professionals that will create a seamless transition for you and your clients. We also offer you the opportunity to stay involved serving clients, without the responsibilities of running the business.
CAA Financial's business is based on personal relationships. We look for individuals who share our values of integrity, respect, client focus, and teamwork.
In addition, we put a high value on:
- A successful business with loyal customers
- A committed staff
- Individual and business clients
CAA Financial values its employees. We understand how critical they are to the success of our business. We strive to retain your employees so they can continue to serve the clients who have relied on them over the years. We will work together to achieve both client and employee satisfaction to ensure the ongoing success of the business.
Every firm is unique. Our experienced team of professionals will work with you to determine the appropriate value for your business.
The best time to sell is at least two years before you truly intend to retire. We are interested in buying businesses before the month of October. This will allow enough time to successfully transition the business before the next tax season.
Contact us by completing our online form. A local developer in your area will respond to your request. Request more info.
Please check back often as we frequently update our list of locations for sale.
What our customers think of us.
Read what people are saying about our insurance services.
-Dillon F., Amarillo, TX
Happy All Around
“Very helpful and quick with providing me an auto insurance quote! Also made it very simple to cancel my policy from my other agent.”
-Kelly K., Centennial, CO
Best Insurance In Town
“Love all the people there! They are so refreshing! Truly cares about me and always looks out for me when it comes to any insurance quotes or claims.”