Liberty Tax Service

Liberty Means Freedom! Freedom To Take A Vacation

Opportunity Cost

  • Liquid Capital Required: $60,000
  • Net Worth Required: $60,000
  • Total Investment: $56,800 - $69,900
  • Franchise Fee: $40,000

About Liberty Tax Service

  • Incorporated Name: JTH Tax, Inc.
  • Industry: Business-Related
  • Subsector: Tax Services
  • Total Units: 4300
  • Year Founded: 1997
  • Started Franchising: 1998

When you are the boss, you set your schedule – it’s that simple. One advantage Liberty Tax Service has over other franchises is that the tax season is just that – seasonal. This allows you to keep another job while building your franchise. Work hard for four months out of the year. The time leftover is time for your life. Take the rest of the year to pursue other interests, go on vacation, spend time with the family, or even focus on another business.

Put our proven system to work for your success. Sure prior tax experience is nice but not needed, because we thoroughly and continually train you and your employees. The corporate operations are lean, not bureaucratic, which keeps Liberty Tax responsive to the market and to our franchisees. Each year, we review our operating systems and respond to any adjustments needed per our franchisees’ recommendations.

Let us count the ways …

  1. We are led by the grandfather of the tax industry, John Hewitt.
    With 45 years of experience in the tax preparation business, he has founded two of the three largest tax preparation corporations. He has led Liberty to open over 4,400 offices – more than three times faster than any tax company. Who better to partner with in business than the leader of the industry?
  2. We make taxes fun.
    Our culture, our customer experience, even our mission statement is about having fun. We understand not everyone loves taxes (like we do) but it doesn’t mean they can’t have some fun when filing. When you drive by a Liberty Tax office, you see our Lady Liberty Wavers smiling and dancing, relaying our mission – to make taxes fun – for everyone.
  3. Commitment to Our Success.
    “To have as many franchisees as John [Hewitt] has and as many offices open, he is extremely responsive. He called me back in 15 minutes after I called him at 5 a.m. I doubt a lot of CEOs of major corporations would respond that quickly.” Tiffany Dodson, NC franchisee. Constant communication is a theme at Liberty Tax. Liberty Tax does not succeed unless our franchisees do.

Liberty Tax’s marketing plan is designed to generate the maximum “top of mind” awareness to potential customers with the goal of growing your business and the Liberty brand. We provide you with all the tools you need to effectively market your franchise on a local level.

During tax season, we have thousands of individuals across the United States dress up in Statue of Liberty costumes,and in Canada they dress in Leafy (maple leaf) costumes, acting as live advertisements for Liberty Tax. This form of outrageous marketing is paramount to the success of the Liberty Tax Service offices. We host roadside parties and give away hotdogs, coffee, popcorn and more!

Aside from marketing, Liberty Tax firmly believes in giving back to the communities where our customers and employees work. Throughout the country, franchisees partner with local and national non-profits to raise funds and awareness for causes that are near and dear to their hearts. We also honor local heroes (teachers, law enforcement, medical personnel, military, etc.) through our appreciation weeks.

We are the fastest growing company in the tax industry. We are setting records and blazing new trails with innovative marketing strategies and exploding social media campaigns. Our success has been recognized globally and the industry experts are taking notice. Join us and come grow with us!

Total Investment: $57,800 - $71,900
Minimum Net Worth: $50,000
Franchise Fee: $40,000

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Heather: If you're looking at any company, you want to look at the track record of success. Liberty has grown by more raw tax returns done than our competitors combined over each of the last five years. So we're going something right.
John: Somehow I have an incredible competitive spirit. Everything is in competitive with me, and I have to win.
Anthony: The reason why I chose Liberty is that John was the only CEO in the industry that has forty years of experience. That was important for me, because I spent ten years in corporate America, had no knowledge about the tax industry, and I wanted to make sure that I got involved with an operation that had a proven system, and even more, a proven leader.
John: Many franchisors don't understand that their franchise, their success, is based on how well the franchises do. I think many people think that they're getting money from franchisees. Well, what we learned is the secret to our success is happy, successful franchisees. So the key word is partnership. You have to be a great business partner to the franchisees, and what I pledge to all our franchisees is I'm going to be the best business partner you've ever had.
Jerel: Liberty provides a lot of ongoing support. That's one of the great things about being with Liberty, is that it's all prepackaged for you. So, for instance, tax school that we have to teach to train our people how to do taxes. I didn't know how to do taxes when we first started. But Liberty gives it to you in ready-to-go Power Points. All you got to do is throw it up on a projection screen, and it's done.
Anthony: So the business is seasonal, and the way that works is most of the business happens January through April. So we work really hard January through April, put in a ton of hours, but come April 17th, we get to reap the rewards. I spend a lot of time with my family, my children.
Anthony R.: A successful franchise owner with Liberty Tax has a few qualities that are instilled in all of us from an early age. The first is determination. We all want to succeed. And the other part is pretty simple. Everyone needs to be coachable and trainable. Liberty has developed an excellent system that helps us to grow and maintain our franchise, and as long as you're open to listening and following the system, Liberty Tax franchisees will always succeed.
Eric: If we weren't a Liberty franchisee, we would definitely not be where we're at today, because the opportunity is just endless. With corporate America, you just have a certain place to where you can grow, and that’s it. You're never going to be the owner of a Walmart, or a Home Depot, or anything like that, but with this Liberty opportunity, we're the CEOs of our own company. We control our own destiny, how much we grow, how big that we get, how big we become. So I don't know where we'd be if we wasn't with Liberty, but I know we wouldn't be in the greatest position in the world like we are now.

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To get more information on Liberty Tax Service

Please call directly at (800) 790-3863.

8am to 10pm EST

Please Note:

Liberty Tax Service is currently accepting inquiries from the following states: Wyoming, West Virginia, Wisconsin, Washington, Vermont, Virginia, Utah, Texas, Tennessee, South Dakota, South Carolina, Rhode Island, Pennsylvania, Oregon, Oklahoma, Ohio, New York, Nevada, New Mexico, New Jersey, New Hampshire, Nebraska, North Dakota, North Carolina, Montana, Mississippi, Missouri, Minnesota, Michigan, Maine, Maryland, Massachusetts, Louisiana, Kentucky, Kansas, Indiana, Illinois, Idaho, Iowa, Hawaii, Georgia, Florida, Delaware, Washington, D.C., Connecticut, Colorado, California, Arizona, Arkansas, Alabama, Alaska.

Liberty Tax Service is also currently accepting Canadian inquiries.

Interested parties should have at least $60,000 in liquid capital to invest.

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