1986
50
$40,000
$35,000
$99,000
No
ATAX is a premier tax preparation and business services franchise serving individuals and small businesses. With a strong presence in diverse communities, ATAX offers year-round services including personal and business income tax returns, bookkeeping, payroll, and incorporation services. Entrepreneurs looking for a proven business model with multi-revenue streams and ongoing support will find ATAX a lucrative opportunity in the financial services sector.
Founded in 1986, ATAX began as a single location in New York and has since expanded across the U.S. The brand was built with a focus on delivering professional, affordable, and convenient services, especially in underserved markets. In 2019, ATAX became part of the Xpress Tax Software (a Loyalty Brands company), enhancing its reach and technological capabilities. With a bilingual and multicultural approach, ATAX stands out in the tax franchise industry.
ATAX provides comprehensive support to franchisees:
Initial Training: Extensive in-person and online training on tax preparation, business operations, and software.
Ongoing Support: Continuous assistance via webinars, conferences, and coaching calls.
Marketing Support: Branded marketing campaigns, local advertising guidance, and social media tools.
Technology Tools: Access to proprietary tax software, customer management systems, and operational dashboards.
The ideal ATAX franchisee is:
Entrepreneurial and community-focused
Bilingual (English/Spanish) is a plus
Eager to help clients with financial services
Experienced in customer service, sales, or business management
Not required to have a CPA or tax preparation background (training provided)
Franchise Fee: $35,000
Total Investment Range: $43,000 – $99,000
Minimum Cash Required: $40,000
Franchise Units: Over 50+ locations across the USA
Established Year: 1986
Royalty Fees: Varies (typically 17% of gross revenues)
