Smart Tax Franchise

What Does a Smart Tax Franchise Franchise Cost?

Cash Required:$35,000 - $45,000
Net Worth Required:$75,000
Total Investment:$36,650 - $93,600

Smart Tax Franchise Information:

"It's time to take your life back. It's time to change your future."



Our Start

Smart Tax was founded on knowledge, experience, training and years of hard work in financial planning, taxes, insurance, and more. The first Smart Tax location opened in 2005, after the need for a professional, convenient tax preparation services to local communities was identified; shortly thereafter, the business began to expand to multiple locations.

Why Smart Tax?

Looking for the opportunity to be your own boss, and create your own destiny? Does your time at work far outweigh your free time? Feeling the need for greater independence in your personal and professional life?

Let us help you change your future by introducing you to the Smart Tax Franchise program. Smart Tax is a business ownership opportunity that differentiates itself from the rest, by delivering top-quality, professional services, while allowing you to focus more on quality of life. And, it allows you to own a tax preparation business without requiring a background in finance, accounting, or tax law-it's a business that is easy to start up and operate, just by following the established and comprehensive Smart Tax system!

Smart Tax was founded on knowledge, experience, training and years of hard work in financial planning, taxes, insurance, and more. The first Smart Tax location opened in 2005, after the need for a professional, convenient tax preparation services to local communities was identified; shortly thereafter, the business began to expand to multiple locations.

As a Smart Tax franchise owner, you will be provided with the tools you need every step of the way:

  • Professional training, both at our corporate headquarters and at your location, to ensure you have the knowledge you need to open your doors for business.
  • Documented daily operating procedures.
  • Plenty of start-up assistance, from choosing your location to assisting you in real estate support, including purchasing the right equipment, furniture, and systems.
  • Guidance on marketing to your local community to get taxpayers to your door.
  • Ongoing remote and onsite support during and after tax season… and so much more!

Smart Tax's Support

We will provide ongoing support services to you by phone, email, and periodic onsite visits to your location. Plus, we regularly update our operations manual with new procedures and other information designed to improve operations for all franchisees.

Join Our Team!

We are looking for candidates who have an aptitude for client service and an attention to detail; management skills are also important. We are looking for franchise owners who are capable of opening and operating both single and multiple locations. However, it is not necessary to have previous experience in tax preparation. Regardless of your skills or background, we will provide the tools and training you need to run your own Smart Tax locations.

Now is your chance to become part of the Smart Tax franchise system and bring this incredible concept to your community. Get started now by creating a satisfying and rewarding experience for you and those around you!


Please note this franchise is NOT accepting inquires from
AR, AK, CA, HI, ID, IL, IN, KS, MD, ME, MI, MN, MO, MT, ND, NE, OK, OR, RI, SD, UT, VA, WA, WI, and WY.
Interested parties should have at least $40,000 to invest.

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Please Note:

Smart Tax Franchise is currently accepting inquiries from the following states: West Virginia, Vermont, Texas, Tennessee, South Carolina, Pennsylvania, Ohio, New York, Nevada, New Mexico, New Jersey, New Hampshire, North Carolina, Mississippi, Massachusetts, Louisiana, Kentucky, Iowa, Georgia, Florida, Delaware, Washington, D.C., Connecticut, Colorado, Arizona, Alabama.

Interested parties should have at least $40,000 in liquid capital to invest.

Request Information
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