Buy an ATAX Franchise
ATAX is a tax preparation and business services franchise built around bilingual, in-person service. Offices prepare personal and business tax returns and handle free ITIN applications, then sell bookkeeping, payroll and incorporation services to small-business clients through the rest of the year. The core customers are Hispanic households and Latino-owned small businesses, though offices serve any local filer.
The business runs from retail storefronts staffed by English- and Spanish-speaking preparers. Walk-in trade peaks between January and April, and monthly bookkeeping and payroll accounts carry the quieter months. Franchisees hold protected territories, and the franchisor steers owners towards managing the office and its team instead of preparing returns themselves. Many owners hold more than one office.
ATAX began as a single Bronx office in 1986, started franchising in 2007 and describes itself as the first Latino-owned tax preparation franchise in the US. In 2019 it joined Loyalty Brands, the Virginia Beach group led by John Hewitt, founder of Jackson Hewitt and Liberty Tax. The network has grown considerably since and now reaches more than 20 states and Puerto Rico.
Latest Resales
Why buy an ATAX Franchise?
A major benefit of an ATAX franchise are customers who comes back. Filing is compulsory and annual, the bilingual positioning gives the brand a niche that big national chains serve less directly, and the category holds up well across economic cycles. Bookkeeping, payroll and incorporation work can turn a once-a-year filer into a monthly account and soften the seasonality that shapes most tax offices.
Loyalty Brands’ management built two of the country’s largest tax franchise systems, and ATAX franchisees work with the group’s proprietary bilingual software, centrally run local marketing and a Tax School that trains seasonal preparers. Sister brands such as Ledgers sit in the same group, which opens cross-brand marketing, and entry costs are low for a storefront business.
ATAX Franchise Costs & Information
Based on 2025 data reported in the 2026 FDD
Brand Profile
Year Founded
1986
Franchising Since
2007
New Startup Cost
$59,150 – $89,000
Avg. Resale Price
Contact us for details
Franchise Fees
Initial franchise Fee
$35,000
for new territories
Transfer Fee
$5,000
Royalty Fee
14%
of weekly Gross Revenues
Marketing Fee
3%
of weekly Gross Revenues
- * Based on 2025 data reported in the 2026 FDD
Unit Performance
Total Units *
111
New Units Opened *
17
Units Transferred *
6
Avg. Unit revenue *
$130,902
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