Established
1995
Franchise Units
350
Minimum Investment
$33,235
Franchise Fee
$15,000
Total Investment Range
$50,735
Home Based
No
Description
Colbert/Ball Tax Service is a leading tax preparation franchise in the United States, offering a proven business model with low startup costs and high earning potential. Founded in 1995 by Al Colbert and Ja Ja Ball, the company has grown to over 350 locations nationwide, providing electronic tax preparation services for individuals and small businesses. With a focus on customer satisfaction and a commitment to excellence, Colbert/Ball Tax Service is an ideal opportunity for entrepreneurs seeking a recession-resistant business in the financial services industry.
Background
Founded: 1995
Franchising Since: 2002
Founders: Al Colbert and JaJa Ball
Headquarters: Houston, Texas
Industry Category: Financial Services / Tax Preparation
Market Presence: Over 350 active units across 22+ states in the USA.
The Brand Journey: The story of Colbert/Ball began in a small college dorm room at Texas Southern University. Cousins Al Colbert and JaJa Ball saw an opportunity to modernize the tax industry. In their first year, they processed 270 returns; by their second year, that number skyrocketed to over 1,800. Their rapid success led to the formalization of a franchise system that has now served hundreds of thousands of clients across the country. Today, it stands as the fourth-largest tax preparation franchise in the United States, maintaining a legacy of innovation and community-focused service.
Support Training
Colbert/Ball is famous for its "hand-holding" approach, ensuring no franchisee feels overwhelmed.
Pre-Launch Support: Assistance with site selection to ensure high visibility and traffic, lease negotiations, and office setup.
Comprehensive Training: New owners attend an intensive training program covering IRS regulations, the latest tax laws, and the proprietary software system.
Operational Support: Access to a year-round technical support desk. If you have a complex tax question or a software glitch, experts are just a phone call away.
Marketing & Advertising: You’ll benefit from a national advertising fund, creative marketing materials, social media strategies, and even celebrity spokesperson endorsements to drive customers to your door.
Academic Support: Ongoing education modules to keep you and your staff updated on annual tax law changes and new financial products.
Ideal Candidate
The Entrepreneurial Spirit: Individuals with a strong desire to own their own time and build a local legacy.
Customer Service Pros: People who enjoy interacting with the public and have strong communication skills.
No Prior Tax Experience Needed: While a financial background is helpful, our training is designed to take a complete novice to a professional level.
Investment Capability: Candidates should have a minimum of $20,000 in liquid capital.
Location Preference: Entrepreneurs looking to open in high-traffic retail areas, urban centers, or growing suburban neighborhoods where visibility is key.
Financial Detail
| Category | Details |
| Total Investment | $33,235 – $50,735 (Approx.) |
| Minimum Cash Required | $20,000 |
| Franchise Fee | $15,000 (Multi-unit discounts often available) |
| Royalty Fee | 15% of Gross Sales |
| Marketing Fee | Varies by territory (Contribution to national fund) |