Tax Expertz

At a Glance

Products & Services: Tax preparation, tax planning, business formation

Number of Locations: 1

Total Investment: $54K - $59.5K

Founded: 1997

Began Franchising: 2014

Franchise Units

Year U.S. Canadian International Company Owned
2014 0 0 0 1
2013 N/A N/A N/A 1
2012 N/A N/A N/A 1
2011 N/A N/A N/A 1
2010 N/A N/A N/A 1
Where Seeking Franchisees: Franchisor is seeking new franchise units throughout the U.S.
Direct Capital

Startup Costs, Ongoing Fees and Financing

Total Investment: $54,000 - $59,500
Franchise Fee: $40,000
Ongoing Royalty Fee: 12%
Term of Franchise Agreement: 10 years, renewable
Veteran Incentives: $5,000 off franchise fee
Financial Requirements
Net Worth: $50,000
Liquid Cash Available: $50,000
Operations
Number of employees needed to run franchised unit: 2. Absentee ownership of franchise is allowed..
Direct Capital
Financing Type In-House Third Party
Franchise Fee
Startup Costs
Equipment
Inventory
Accounts Receivable
Payroll

How This Franchise Supports Franchisees

Training: Available at headquarters: 5 days. At franchisee's location: 1 day.
Ongoing Support: Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Field operations/evaluations, Lease Negotiation
Marketing Support: Ad slicks,
Other marketing support: Marketing plan

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