1986
60
$60,000
$25,000
$120,000
No
The ATAX Cloud Bookkeeping Franchise is one of the most trusted names in bookkeeping, tax preparation, and financial services in the USA. With a strong reputation for delivering reliable, affordable, and technology-driven financial solutions, ATAX has become a go-to brand for individuals and businesses seeking accurate bookkeeping, payroll, and accounting services. The brand combines years of tax expertise with innovative cloud-based systems, ensuring its franchisees can efficiently serve clients while scaling their business with ease.
As an established name in the financial services and tax preparation industry, ATAX offers a recession-resistant business model backed by cutting-edge software, training, and an extensive support network. Entrepreneurs who partner with ATAX gain access to a trusted franchise brand with a growing customer base, proven systems, and a recognized name in the financial services market.
Investing in the ATAX Cloud Bookkeeping franchise is a smart decision for entrepreneurs looking to enter the high-demand world of financial services. Here’s why:
Recession-Resistant Industry – Businesses and individuals always need tax and bookkeeping services.
Cloud-Based Technology – Franchisees benefit from modern, scalable, and efficient systems.
Low-Cost Entry Point – Compared to many franchises, ATAX offers a lower total investment.
High Demand Across the USA – Every small business and entrepreneur requires bookkeeping, payroll, and tax solutions.
Comprehensive Training & Support – ATAX ensures franchisees have everything they need to succeed.
Multiple Revenue Streams – Services range from tax filing and bookkeeping to payroll and business advisory solutions.
Recognized National Brand – With years of presence in the US market, ATAX is trusted nationwide.
Established Year: 1986
Founder: Rafael Alvarez
Company History & Brand Journey: Founded in New York City, ATAX started as a small tax preparation business serving local communities. Over the decades, it expanded nationwide by addressing the financial needs of individuals and small businesses, particularly in underserved markets. Today, it is part of the Lynx Franchise Brands portfolio, further strengthening its presence in the USA.
Franchise Units: Over 60+ franchise locations across the USA.
Ownership: Operates as part of a franchise network under Lynx Franchise Brands.
Industry Category: Financial Services, Tax Preparation, Cloud Bookkeeping, Payroll Solutions.
Market Presence: Strong footprint in the USA, especially among small-to-medium-sized businesses seeking reliable, affordable, and accessible bookkeeping and tax solutions.
ATAX Cloud Bookkeeping provides franchise owners with comprehensive support before and after launch. This ensures every partner is fully prepared to run a successful financial services franchise:
Pre-Launch Support
Guidance in site selection and business setup.
Initial marketing and pre-opening promotional strategies.
Assistance with obtaining licenses and meeting regulatory requirements.
Training
In-depth training on ATAX’s cloud-based systems.
Financial services training covering bookkeeping, payroll, and tax preparation.
Academic and classroom sessions with experts in financial management.
Operational Support
Day-to-day operations guidance.
Tools and resources to manage clients efficiently.
24/7 access to ATAX’s cloud-based platform.
Marketing Support
National marketing campaigns.
Local marketing tools, digital resources, and social media strategies.
Branded promotional materials.
Ongoing Support
Continuous training updates on tax laws and accounting trends.
Regular webinars, regional meetings, and refresher courses.
Business growth mentorship and dedicated franchisee success managers.
The ATAX Cloud Bookkeeping franchise is designed for motivated entrepreneurs who want to build a business in the financial services sector. The ideal candidate is:
Business-Oriented – Previous experience in business, finance, or customer service is helpful but not mandatory.
Tech-Savvy – Comfortable working with cloud-based platforms and digital tools.
Passionate About Helping Clients – Strong desire to support individuals and businesses with their financial needs.
Investment-Ready – Has the financial capacity to invest in setup, working capital, and growth.
Community-Focused – Preferably located in areas with small businesses and individuals needing affordable bookkeeping and tax support.
Multi-Unit Potential – Investors looking to expand into multiple territories can scale easily.
Financial Aspect | Estimated Cost (USD) |
---|---|
Total Investment Required | $60,000 – $120,000 |
Minimum Investment Required | $60,000 |
Franchise Fee | $25,000 – $40,000 |
Infrastructure/Setup Cost | $20,000 – $40,000 |
Marketing Budget | $5,000 – $10,000 |
Working Capital | $10,000 – $20,000 |
Royalty Fees | 7% of gross revenue |
Franchise Units (Current) | 60+ across the USA |
Expected ROI | 20% – 30% annually |
Break-Even Time | 12 – 24 months |
Revenue Streams | Bookkeeping, payroll services, tax preparation, business advisory, cloud accounting solutions |