ATAX Franchise

ATAX is a full-service national tax and business services franchise.

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ATAX Franchise Opportunity

ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving the local, multicultural communities.

ATAX franchise owners have access to a proven 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 decades-long history of building strong business practices and sharing his knowledge with aspiring entrepreneurs across the U.S.

If you’re looking to open one or multiple locations in a thriving market that shows no signs of slowing down, the ATAX Franchise Opportunity could be the perfect fit for you.

ATAX Franchise Owner Satisfaction Report

Franchise Business Review has worked with over 1,100 franchise systems. We independently contact all open and active franchisees and invite them to participate in our satisfaction survey. Only the brands that exceed our satisfaction benchmark are displayed on our website. ATAX conducted their franchise review in May 2022, and collected feedback from 46% of the active franchisees (35).

Highlights include:

  • 100% of franchisees “strongly agree” or “agree to enjoying operating the business, 10% higher than the industry benchmark.
  • 94% of franchisees would recommend the franchise to others.
  • 97% of franchisees rated the long term growth opportunity of the business as moderate, strong, or very strong. 
out of 100
ATAX Franchise
Franchise Owner Satisfaction Report
Review completed: July 2022
0-49 Below average
50-69 Average
70-100 Best
  • Poor
  • Average
  • Good
  • Very Good
  • Excellent
  • Training & Support
  • Core Values
  • Franchise System
  • Franchise Community
  • Leadership
  • Self-Evaluation

Not all franchise systems share their results publicly. ATAX does. Download the franchisee satisfaction report on ATAX for free.

ATAX Franchise Reviews & Testimonials

  • The training and support system [at ATX] is great! Constant updates are being sent out via emails and support is always ready and available to assist any situation.

    Anonymous, Single Unit Owner, Medium Market (100,000-249,999 population)

    Overall Brand Rating:

    FSI
  • I’m proud to announce we have an excellent team! Every individual who participates and follows the leadership, acquires excellent results and success in their business.

    Anonymous, Single Unit Owner, Very Small Market (Under 50,000 population)

    Overall Brand Rating:

    FSI
  • The franchise is very innovative, always looking to find a competitive edge [within] the industry. [At ATAX] we are part of a large family of business owners that help and support each other.

    Anonymous, Single Unit Owner, Medium Market (100,000-249,999 population)

    Overall Brand Rating:

    FSI

Franchising with ATAX Franchise

Business Model

ATAX’s #1 business focus is customer satisfaction in the industry of Tax Preparation and Business Solutions. 

ATAX is a retail tax preparation franchise assisting clients with their personal tax returnsin person, by drop-offs, or virtually. 90% of all revenue is generated during Tax Season (Jan–April). 

The brand provides many services to help franchisees grow their client base through both personal and business finance services:

  • Personal Taxes
  • Business Taxes
  • Bookkeeping
  • Payroll
  • Incorporation Services – Business structure creation, including C-Corp, S-Corp, LLC, Professional Corporation, and Not-for-Profit
  • ITIN for undocumented taxpayers
Key Benefits

ATAX is a place where individuals meet their trusted tax advisor and where business owners get the guidance they need to operate their business.

The company’s goal is to serve clients where they are and to mirror the diversity they represent in the language they prefer. This concept allows franchisees to open the doors to their very own office in a location with high foot traffic that enables them to be the go-to financial services center in every community.

Proven Marketing Tactics & Support

Rather than going at it alone, ATAX provides franchisees with proven guerilla marketing plans to keep costs down and help franchisees continually acquire new clients in their community. 

The ATAX Eagle represents a differentiator to help the brand stand out from the competition, encourage fun, and help franchisees achieve their goals. 

Training Programs & Support

The ATAX Executive Team and Support Team have over 400 years of combined Tax Industry experience. They have the expertise to provide franchisees with proven processes and robust support. 

Franchisees get year-round support from the ATAX HQ team on operations, marketing, tax support, business development, and more. This includes year-round tax support from enrolled agents (via phone and email) to help with complex tax returns.

Contact Information

Contact Name: Johnny Rueda 

Contact Email: [email protected] 

Website: www.ataxfranchise.com

Corporate Address:
780 Lynnhaven Pkwy, Suite 240
Virginia Beach, VA

 

ATAX Franchise Cost & Fees

The total estimated cost for establishing the business (including: franchise fee, fixed assets, inventory, deposits, other fees and costs, and the working capital required for initial start-up).ere’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 Investment

    The total estimated cost for establishing the business (including: franchise fee, fixed assets, inventory, deposits, other fees and costs, and the working capital required for initial start-up).

    $62,500 - $79,000
  • Net Worth Requirement

    Net worth is the value of all assets, minus the total of all liabilities (what is owned minus what is owed).

    $50,000
  • Cash Requirement

    Your liquid capital, or the cash you need on-hand in order to be able to enter into the franchise agreement.

    $27,500

ATAX Franchise Videos

Hear how ATAX has provided life changing opportunities to its franchisees

ATAX Franchise Awards from Franchise Business Review

2022 Rock Star
2022 Top Recession-Proof
2022 Best In Category
2022 Top Low-Cost
2022 Top 200
2022 Best Culture
2021 Top
2020 Top Low Cost
2020 FBR Top

Connect with ATAX Franchise Today

Would you like to learn to use your IRA/401K to buy a business. Guidant Financial (min. $50K needed in IRA/401K, US only.)

ATAX is a full-service national tax and business services franchise.

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  • Cash Required: $27,500
  • Net Worth Required: $50,000
  • Total Startup Investment: $62,500 - $79,000
  • Franchising Since: 2007
  • US/Canada Franchise Units: 85

Available Markets

USA United States:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY