Business & Franchise Opportunity Portal

Liberty Tax Service

Liberty Tax Service is the fastest-growing tax service within the industry. It is our goal to bring in franchisees of high caliber, who are motivated to grow with us as we set a record-breaking pace to become the industry leader. Complete with a resourceful headquarters and management staff with over 600 years in the tax industry, Liberty provides ongoing support in operations, marketing, tax and technical areas. Franchisees develop their exclusive territories by opening and operating retail store locations. Liberty Tax is an attractive franchise opportunity based on the seasonality of the business model. Two-thirds of our franchisees keep their jobs while they grow and develop their Liberty franchise. CEO John Hewitt is the only person who has founded two franchise tax companies that Entrepreneur magazine has ranked on their Franchise 500. He’s a veteran of 41 tax seasons, 12 years with H&R Block, 16 years as founder and CEO of Jackson Hewitt and the past 13 as CEO of Liberty. Named the International Franchise Association’s Entrepreneur of the Year, Hewitt is considered a tax icon and serial entrepreneur inside the tax industry and beyond.

BACKGROUND

YYear Established: 1997
Year First Franchised: 1997
Franchised Units: 3500
Company Owned Units: 67
Projected New Units (12 months): 500
Territories: U.S. & Canada

FINANCIAL/TERMS

Cash Investment: $37k (Lead must have $50k liquid)
Total Investment: $44k - $63.9k
Minimum Net Worth: NA
Franchise Fee: $40,000
Royalty: 14%
Ad: 5%
Average # of Employees: 8-14 (seasonally part-time)
Passive Ownership Allowed: Yes

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Liquid Capital to Invest $25,000 - $50,000$50,001 - $100,000$100,001 - $250,000$250,001 - $500,000$500,001 +

My Time Frame Time FrameNow1 - 3 Months4 - 6 Months6 - 12 MonthsGreater than One Year

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