Liberty Tax Service

Liberty Tax Service is the brand with the iconic Statue of Liberty Wavers. When Americans see us, they know it’s tax time. We’ve got the most experienced CEO in the tax business, and we’re looking for franchisees who want to work with him to capitalize on the $10 billion tax preparation services market.*

*IBISWorld, October 2016 Tax Preparation Services Market Research Report

Facts & Figures

Liquid capital required$50,000
Net worth required$50,000
Estimated Investment$58,700-$71,900
Franchise fee$40,000
Units in operation3,823 (U.S. offices)
Royalties14%
Founded1997

Overview

Taxes are part of lives, and they’re here to stay. Nearly 135 million individuals file taxes in the U.S. each year, and about 60 percent of them use a professional tax preparer.* That makes the tax business reliable and offers the opportunity for profitability. What gives Liberty Tax franchise owners the advantage is the knowledge and experience of our CEO, ongoing training and support andour iconic brand power.

*IRS, 2017 and Prior Year Filing Season Statistics

Knowledge and Experience

There are many players in the tax preparation industry, but no one matches Liberty Tax Service when it comes to experience and knowledge at the top. Our CEO has been a tax man for nearly 50 years, founding two of the three largest tax preparation franchises.He even invented tax preparation software that helped revolutionize the industry. He’s a hands-on leader, always making time for franchisees and helping them build their businesses. That access, along with Liberty’s training and support, has made Liberty Tax one of Entrepreneur magazine’s Top 500 franchises; a Bond’s Top 100 Franchises, and a No. 1 non-food multi-unit brand for Multi-Unit Franchisee magazine.

Ongoing Training and Support

Taxes are complicated – for customers. For our franchisees, we provide the training and support needed to be successful – even if you don’t have tax experience. We start with a one-week intensive course and continue different training modulesin sales, marketing and tax preparation throughout the year. We assist in site selection and provide demographic tools that help franchisees build customer profiles and target different categories of customers with pinpoint accuracy.

Iconic Brand Power

Our Statue of Liberty Wavers are a symbol of tax time in the U.S. Our franchisees get immediate access to that unmatched brand recognition and creative marketing tools and strategies. Add to that our commitment to community and customer service, and you’ve got the recipe for success in this seasonal business.

2017 Accolades

Franchisee Choice Winner, Canadian Franchise Association – April 2017
(seventh consecutive year as a Franchisee Choice winner)
The Franchisees’ Choice designation, presented annually by the Canadian Franchise Association (CFA), is awarded to CFA member franchise systems for their solid rankings in franchisee satisfaction. These franchise systems take part in an independently-administered survey, wherein franchisees are asked to rate the franchisor in key areas of the franchise business model, such as franchisee selection process, information package, leadership, business planning and marketing, training and support, ongoing operations, and the relationship between franchisor and franchisee.

Franchising.com – Ranked #4 on “The 2016 Multi-Unit”; #1 non-food franchise – April 2017
Lists the Top 50 brands by number of multi-unit franchisees. Liberty Tax Service is #4, behind Subway, McDonald’s and Dunkin’ Donuts. H&R Block is #5.

Accounting Today – Top Tax Firm – March 2017

Entrepreneur Top New Franchises – March 2017 (SiempreTax+)
What are some of the newest stars in the franchising world this year? SiempreTax+ ranks No. 41 on the list of the top 100 companies submitted for Entrepreneur's 2017 Franchise 500^® ranking that began franchising in the last five years (since 2012).

Franchise Gator Top 100 Franchises – January 2017
Liberty ranked #56. Liberty is the only tax franchise ranked on the Franchise Gator Top 100.

“We’ve carefully combed through hundreds of FDDs, conducted interviews, and then ranked the top franchises for 2016 using several key factors.”

Entrepreneur Franchise 500 – January 2017
Liberty Tax Service is ranked as one of the top franchises in the annual listing. Liberty ranked at #339.

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