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Franchise 500 2023
2024 Franchise 500 Rank
#430 Ranked #466 last year
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Initial investment
$58K - $74K
Units as of 2023
105 Increase 81.0% over 3 years

ATAX franchise businesses offer essential services to their clients, including tax preparation for both individuals and businesses, bookkeeping, incorporation services, payroll services, free ITINs and more. The company was founded in 1986 and began franchising in 2007.

In 2019, ATAX joined Loyalty Brands, an umbrella franchise company founded by John Hewitt, who is no stranger to tax services franchises, having founded both Jackson Hewitt and Liberty Tax Service. Loyalty Brands is also the parent company of other business services franchises, many of which are compatible, so potential franchisees can own more than one brand for additional customer acquisition and co-marketing opportunities.

Why You Might Consider an ATAX Franchise

ATAX is a fast-growing, full-service national tax preparation and business services franchise, serving local multicultural communities. With an ATAX franchise, you gain access to training and support from a franchisor with decades of experience, including weekly webinars and live personalized coaching. You also get the advantage of access to a powerful guerrilla marketing system and advertising strategies, and assistance with locating and leasing your new business location.

You can also choose how you would like to run your business. Some franchisees want to be the face of their office, while those with multiple units are allowed to run their business more like an enterprise. ATAX franchises are fairly simple to operate, allowing the franchisee to focus on delivering consistent results.

You also don't have to start from the ground up. If you already own an existing tax preparation firm but want to expand your business under a trusted name, you can convert your business to an ATAX franchise. The company knows it's hard work running a business alone and they're on hand to make it a more accessible experience.

What Might Make an Atax Franchise a Good Investment?

ATAX operates in an industry that's typically seen as recession resistant and serves a multicultural clientele. The demand for its products exists no matter the current economic climate. Every citizen of the United States is required to file their taxes annually, but not everyone understands how or has the time to do so on their own, creating a high demand for the company’s services. And offering bilingual services allows your ATAX franchise to appeal to the country’s fast-growing Latino and Hispanic population.

How to Open an ATAX Franchise

If you are considering an opportunity with ATAX, you'll want to be prepared with a dependable net worth and liquid capital sufficient to open an ATAX franchise. If you can meet the financial requirements, you can chat with company representatives about available franchise opportunities in your desired area. 

Before long, you could be opening the doors of your new ATAX franchise to local consumers. You'll be helping people get their taxes and other business services done right the first time. 

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Company Overview

About ATAX

Industry Financial Services
Related Categories Tax Services
Founded 1986
Parent Company Loyalty Brands
Leadership Alberto Ortiz, President
Corporate Address 780 Lynnhaven Pkwy., #240
Virginia Beach, VA 23452
Social Facebook, Twitter, LinkedIn, Instagram, YouTube

Business Overview

Franchising Since 2007 (17 years)
# of employees at HQ 15
Where seeking

This company is offering new franchises throughout the US.

# of Units 105 (as of 2023)

Information for Franchisees

Here's what you need to know if you're interested in opening a ATAX franchise.

Financial Requirements & Ongoing Fees

Here's what you can expect to spend to start the business and what ongoing fees the franchisor charges throughout the life of the business.

Initial Franchise Fee Information Circle
$35,000
Initial Investment Information Circle
$57,650 - $74,000
Veteran Incentives Information Circle
10% off franchise fee
Royalty Fee Information Circle
14%
Ad Royalty Fee Information Circle
3%
Term of Agreement Information Circle
10 years
Is franchise term renewable? Yes
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Financing Options

Some franchisors offer in-house financing, while others have relationships with third-party financing sources to which they refer qualified franchisees.

In-House Financing ATAX offers in-house financing to cover the following: franchise fee
Third Party Financing ATAX has relationships with third-party sources which offer financing to cover the following: franchise fee, startup costs, equipment, inventory, accounts receivable, payroll

Training & Support Offered

Franchisors offer initial training programs and a variety of ongoing support options to help franchisees run their businesses.

On-The-Job Training 2 hours
Classroom Training 24 hours
Ongoing Support
Purchasing Co-ops
Newsletter
Meetings & Conventions
Toll-Free Line
Grand Opening
Online Support
Security & Safety Procedures
Lease Negotiation
Field Operations
Site Selection
Proprietary Software
Franchisee Intranet Platform
Marketing Support
Co-op Advertising
Ad Templates
National Media
Regional Advertising
Social Media
SEO
Website Development
Email Marketing
Loyalty Program/App

Operations

Additional details about running this franchise.

Is absentee ownership allowed? No
Can this franchise be run from home/mobile unit? Information Circle
No
Can this franchise be run part time? Information Circle
Yes
Are exclusive territories available? Information Circle
Yes
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Franchise 500 Ranking History

Compare where ATAX landed on this year's Franchise 500 Ranking versus previous years.

Additional Rankings

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Disclaimer
The information on this page is not intended as an endorsement or recommendation of any particular franchise or business opportunity by Entrepreneur Media. Our listings and rankings are solely research tools you can use to compare opportunities. Entrepreneur stresses that you should always conduct your own independent investigation before investing in a franchise or business opportunity. That should include reviewing the company's legal documents, consulting with an attorney and an accountant, and talking to former and current franchisees/licensees/dealers.
Updated: December 12th, 2022