2000
22
$26,300
$12,500
$44,600
No
Launch Your Profitable Tax & Accounting Franchise with Daniel Ahart Tax Service
Are you searching for a recession-resistant, high-demand business opportunity in the vital financial services sector? Look no further than Daniel Ahart Tax Service! As one of the fastest-growing retail tax preparation firms in the USA, Daniel Ahart Tax Service offers a proven, low-cost model for ambitious entrepreneurs to capitalize on the annual necessity of tax preparation, as well as the year-round need for essential small business services like bookkeeping and payroll.
The complexity of the US tax code drives an estimated 60% of US tax filers to seek professional assistance—a staggering, dependable market. Daniel Ahart Tax Service distinguishes itself by offering state-of-the-art tax preparation, free electronic filing with paid preparation, and a full suite of bank products, including popular "no-money-out-of-pocket" options like refund anticipation loans and checks. Our commitment to utilizing the latest technology and providing superior customer service ensures a competitive edge. This franchise is a strategic path to owning a full-service tax and accounting business, positioning you as a trusted financial expert in your community.
Recession-Resistant, High-Demand Industry: Tax preparation is a necessity, not a luxury, ensuring continuous demand regardless of economic conditions. Over 132 million individual tax returns are filed annually, and the number of taxpayers using a paid preparer is consistently growing.
Low Initial Investment: With one of the lowest initial investment ranges in the professional tax franchise category, the Daniel Ahart model offers an accessible entry point to business ownership.
Multiple Revenue Streams: Beyond the core tax preparation services (Income Tax, Electronic Filing, Direct Deposit, No-Money-Out-Of-Pocket Tax Preparation), franchisees have the option to offer lucrative year-round services like Bookkeeping, Payroll, Tax Problem Resolution, and Incorporation Services, maximizing annual revenue and increasing business value.
Proven System & Technology: Benefit from a time-tested operating system and cutting-edge software that allows for quick adaptation to changing market demands and provides the high-quality, fast-refund products customers demand.
Strong Support Structure: Receive comprehensive training and dedicated, ongoing support to confidently launch and scale your business. Prime territories are often still available, offering a ground-floor opportunity in a mature industry.
Established Year (Company Operations Commenced): 2000
Franchising Since: 2005
Founder/Ownership: Founded by Daniel Ahart, CPA, who received his BBA from Georgia State University in 1985. Mr. Ahart, a Certified Public Accountant in Georgia, was among the first to participate in the IRS's Electronic Filing Program and recognized the demand for a national retail tax preparation and fast-refund service.
Brand Journey & Company History: Daniel Ahart Tax Service was established to satisfy the growing demand for professional, technology-driven, and fast tax filing services. From its inception, the company has focused on embracing the latest technology and offering essential bank products to provide customers with "no-money-out-of-pocket" filing options. This focus has driven its growth into one of the fastest-growing retail tax preparation firms in the country.
Market Presence in USA & Franchise Units: As of recent reports, Daniel Ahart Tax Service operates approximately 22 to 26 units in operation across the USA, showcasing a strong, but still expanding, market presence that leaves significant opportunity for new franchisees to secure prime territories.
Industry Category: Business & Professional Services; specifically Retail Tax Preparation, Accounting, and Bookkeeping Services.
Daniel Ahart Tax Service is committed to ensuring its franchisees are well-equipped for success through a robust, multi-phase support system:
Pre-Launch Support (Setup & Onboarding): Guidance on site selection (location is a key to success), lease negotiations, office setup, and securing initial equipment and supplies. Franchisees receive the proprietary, state-of-the-art tax software and a proven step-by-step marketing system designed to drive customers to the new office.
Academic & Initial Training (Comprehensive Course): Franchisees receive an intensive, comprehensive training program covering the proprietary business model, tax preparation essentials for individuals and businesses, operation of all bank products (e.g., Refund Anticipation Loans), customer service standards, and the effective use of all software and technology. This training is essential for new owners, especially those without prior industry experience.
Operational Support: Ongoing access to a dedicated support team for technical issues, tax law updates, and day-to-day operational guidance. The system includes detailed operations manuals and procedures for efficient business management.
Marketing & Advertising Support: Franchisees benefit from target-market advertising strategies and resources. The ongoing Ad Royalty Fee contributes to system-wide marketing efforts, enhancing brand recognition and lead generation. This support includes guidance on local marketing initiatives to build a community presence.
Ongoing Support: Continuous development of new products and services to keep franchisees competitive in a constantly evolving financial landscape (e.g., evaluating new bookkeeping and payroll solutions). Franchisees receive continuous training modules in sales, marketing, and advanced tax preparation throughout the year to maintain expertise. A veteran incentive is also offered (e.g., $499 training fee waived).
The ideal Daniel Ahart Tax Service franchisee is a driven, coachable entrepreneur with a passion for building a business and serving their community's financial needs.
Entrepreneurial Spirit & Drive: Must be a hands-on leader and manager who is enthusiastic about community engagement and growing the business by getting out into the community.
Business Acumen: Successful career experience is valued; prior experience in the tax industry is not necessary as comprehensive training is provided. An adeptness at financial management and the ability to manage multiple clients and employees are key attributes.
Leadership & Management Skills: Someone who thrives on developing, managing, and mentoring a team of employees, particularly during the high-volume tax season.
Financial Capability (Investment): Must meet the minimum financial requirements to ensure a smooth launch and adequate working capital.
Minimum Liquid Capital Required:
Minimum Net Worth Required:
Location Preference: The model is built for a retail office location, suggesting a preference for entrepreneurs who can secure a high-visibility location within their target community to maximize foot traffic, especially during tax season. Exclusive territories may be available (details in the FDD). Note: This business is typically not permitted to be run from a home/mobile unit or on a part-time basis by the owner.
Investing in a Daniel Ahart Tax Service franchise offers a compelling balance of low start-up costs and significant revenue potential in the professional services sector. (Note: These figures are based on recent FDD reports and are subject to change. Consult the official Franchise Disclosure Document for the most current information.)
