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Atax

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ID: 267
Atax
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Min. Cash Required: $35,000.00
At Atax We're more than just numbers!

Overview
ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving our local multi-cultural communities. The tax preparation services industry was $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.

Additionals
Recommended Year-Round Services in ATAX
    I. Personal Taxes
  • FREE ITIN services by a Certifying Acceptance Agent (CAA) for taxpayers w/out a SSN.
  • Ability to help clients in person, drop off or virtually (ATAX Live)
  • Fast Cash Advance programs (up to $7k) and Refund Transfers: no money out of pocket for tax services (Client Bank products)
  • One-on-one tax interview to identify deductions, credits & tax tips for next year.
  • Open year-round to answer any tax questions.
  • W-4 Planning
  • Audit and IRS representation.
  • Same-day electronic filing to the IRS and state

Fast, Accurate & Guaranteed Tax Preparation Services
    II. Business Services
  • Backoffice Solution – We provide our franchisees with a Back Office solution, to allow them to work on the business, not in the business. This allows them to focus on Creating More Fanatical Fans!
  • Bookkeeping - Our QBO & Xero certified bookkeepers oversee your client's accounting while they focus on growing their company.

Why Our Franchise?
  • Fastest growing national tax company in the last 3 years with 900+ territories awarded to be opened in the next 3 to 5 years.
  • Proven Guerilla Marketing Plans to keep cost low and create fanatical fans!
  • Leadership w/ 140 years of Tax Franchise experience, providing best system & support.
  • ATAX Eagle Mascot / Dancer to stand out from competition and have fun!
  • Loyalty Brands – Cross marketing and client sharing amongst all our brands.
  • Hispanic Market & Local Community focused. We have the system to grow the Hispanic business in your territory.
  • Back Office Solution – Team to provide support or do all the work for Bookkeeping.
  • Less than 5 employees to start.
  • Multiple Year-Round Revenue Streams – we offer 50 year-round services.
  • - Examples: Payroll / Bookkeeping / Insurance / Fingerprinting / and more!
  • Low Investment.
  • Item 19.
  • Ability to help clients in person, drop off, or virtually (ATAX Live).
  • A Consulting, Finance or Accounting Background.

General Information

  • 1986
  • Financial
  • Income Tax Preparation
  • Atax
  • Twitter, Instagram, Google+, Youtube
  • Florida, Georgia, New Jersey, New York, Pennsylvania, Rhode Island.

Franchise Information

  • 2007
  • 155
  • Atax Franchise
  • Facebook,LinkedIn
  • In 2019, ATAX was named as a Top 500 Franchise by Entrepreneur Magazine and a Top 200 Franchise by Franchise Business Review. • In 2020, ATAX became the #3 Franchise in the Tax Preparation Industry based on the Entrepreneur 500 Ranking. • ATAX Franchise was ranked in the 2021 Entrepreneur Magazine: #439 in the 500 ranking, #87 in the Top Less than $100K Franchise & #31 in the Top Less than $50K Franchise. • ATAX Franchise was ranked in the 2023 Entrepreneur Magazine: #466 in the 500 ranking!
  • 780 Lynnhaven Pkwy, Suite 240, Virginia Beach, VA 23452
  • Alberto Ortiz

Financial Requirements

  • $35,000
  • $50,000
  • $35,000
  • $57,650 - $74,000

Opportunity Benefits

  • Third Party - SBA
  • 5 day training + on going webinar and on-site training
  • 10%
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