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ATAX
Franchise

ATAX Franchise

ATAX is the fastest-growing national tax preparation and business services franchise. The tax preparation services industry is $14.4bn in 2023. When you become an ATAX Franchise owner, you have access to the best business plan, platforms, marketing, and strategy built from the ground up by industry icon John Hewitt. Founder of Jackson Hewitt and Liberty Tax Service, John Hewitt has a 54-year history of building strong business practices and sharing his knowledge with aspiring entrepreneurs.

Facts & Figures

Liquid capital required
$70,000
Net worth required
$100,000
Investment
$62,650 - $79,000
Franchise fee
$35,000
Royalty
14.0%
Offers Financing
Yes
Units in operation
105
Founded
1986
Franchising Since
2007

Own an ATAX Franchise - Questions & Answers

What is it?

  • ATAX is a Tax Preparation franchise offering accounting and financial services such as tax preparation, bookkeeping, and business startup services
  • Tax Preparation Services industry is $14.4 billion in 2023
  • Is focused on the Hispanic Market – the fastest growing population & taxpayers in the US

How does it make money?

  • Clients pay for tax preparation, accounting and financial services services

Who is it for?

  • Individuals looking for a recession resistance industry - 2 things guaranteed in life; Death & Taxes
  • Those with a passion for helping people with financial issues
  • Someone looking to supplement thier current carreer or investments - Keep your day job

What would you do as a franchisee?

  • Open Location/s
  • Use proven Guerilla Marketing Strategies & Tactics to grow your business and grow market share

Overview

We’re More Than Just Numbers!


Why is the Tax Industry a great business to be in?

1) Recession Resistant Industry – Recession Resistant Industry – Three things guaranteed in Life: Death, Taxes & Change. The tax industry is ever-changing, bringing complexity to consumers and the need for Assisted Tax Preparation. It’s a growing industry that is mandatory and not a commodity. Tax Preparation Services has a 3.9% Annualized Market Size Growth from 2018–2023.

2) Keep your day job – Tax Season is 4 months out of the year. This allows flexibility to keep your day job and have less risk as a new business owner. Also adds the flexibility of adding other services to your business.

3) Fragmented Industry – The national tax companies only have about a 20% market share of the industry, 80% of it is done by Independent Tax Offices. When Burger King opens next to a McDonalds, do you think the sales for MCD goes up or down? They go up, as they take market share from independent burger places.

4) The IRS – Industry regulated by one of the most feared government agencies, and that’s great for the assisted tax preparation industry as taxpayers search for a professional in their neighborhood to help them. 

Discover why ATAX Franchise is Flying past the competition!

• WORLD-CLASS TRAINING & SUPPORT – Our executive & support team have over 150 Years of combined Tax Franchising Experience! You have access to on-going training, support, weekly webinars, and one-to-one coaching by the best team in the industry!

• A BUSINESS MODEL THAT WORKS - Our franchise opportunity is based on a successful & proven business model, with a wide range of services and a year-round revenue stream. We provide you with the best & proven Guerrilla Marketing plans to keep costs down and help acquire new clients in your local neighborhood to achieve your personal goals.

• HIGH-PROFITS, LOW INITIAL INVESTMENT - Everyone should be able to start their own profitable business, and achieve The American Dream, so we’ve kept our franchise opportunity affordable.

• FASTEST GROWING NATIONAL TAX SERVICE – Fastest growing in the last 3 years, with a Mission Statement of Having Fun, Improving Lives!

  • The 100th ATAX location opened by the end of 2022
  • Increase of 40% in offices open in 2022
  • Total of 900+ territories awarded to be opened in the next 3 to 5 years


Who is the Ideal ATAX Franchise Candidate?

• No Tax Experience Required

• Follows the proven system

We also have Multiunit Franchise & Area Representative opportunities available in your area!

Backed By Loyalty Brands

Loyalty Brands is a cohesive group of franchise businesses and services designed to work together to help the franchisees prosper both quickly and over the long-term. Our decades of documented franchise and business success have enabled us to develop a business system that drives customer loyalty, repeat business, and financial stability.

The multi-brand concept involves businesses that are synergistic and compatible, so potential franchisees can possibly own one or more of the brands for additional customer acquisition and co-marketing opportunities.



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