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FRANCHISE RESALES

Buy a Liberty Tax Franchise

Liberty Tax is one of North America’s largest retail tax-preparation franchises, founded in 1997 and franchising since 1998. It serves individual filers and small businesses through neighbourhood storefront offices and online preparation, building its brand around accessible, locally trusted tax help.

Beyond seasonal returns, franchisees can add year-round revenue through bookkeeping, tax-debt resolution and a suite of consumer financial products, helping to smooth a business that peaks between January and April. Offices run on a protected territory model, and the network spans the United States and Canada with more than 1,200 franchisees.

The brand traces its roots to the acquisition of Canadian franchisor U&R Tax Depot and grew into a nationally recognised name in paid tax preparation. It now operates under new ownership following a 2024 restructuring of former parent NextPoint Financial, led by a management team focused on franchisee support and its community-based positioning.

Latest Resales

Why buy a Liberty Tax Franchise?

Buying a Liberty Tax franchise means stepping into an established brand in an essential, repeat-need category: people and small businesses file taxes every year regardless of the wider economy. The model carries comparatively low overhead and one of the lower entry costs among national franchises, and the storefront footprint is modest rather than real-estate intensive.

The seasonal core can be extended into a fuller-year business through bookkeeping, tax-debt resolution and financial products, giving an owner more than one way to grow revenue beyond the spring filing peak. A nationally recognised name and decades of franchise-system experience can also shorten the trust-building curve a new independent preparer would face locally.

Liberty Tax Franchise Costs & Information

Based on 2025 data reported in the 2026 FDD

  • Brand Profile

    • Year Founded

      1997

    • Franchising Since

      1998

    • New Startup Cost

      $49,700 – $71,400

    • Avg. Resale Price

      Contact us for details

  • Franchise Fees

    • Initial franchise Fee

      $25,000

      for new territories

    • Transfer Fee

      $5,000

      per territory

    • Royalty Fee

      14%

      of Gross Revenue

    • Marketing Fee

      5%

      of Gross Receipts

  • Unit Performance

    • Total Units *

      1663

    • New Units Opened *

      22

    • Units Transferred *

      54

    • Avg. Unit revenue *

      $164,860

    * Based on 2025 data reported in the 2026 FDD

Liberty Tax – Additional  Information

  1. Training & Support

    Liberty Tax provides year-round (365-day) franchisee support rather than help limited to filing season. Owners work with a dedicated Area Developer and a National Advisory Council representative, draw on established training programmes and marketing resources, and have access to ongoing support channels and the franchisor's knowledge base. An annual national convention adds networking and continuing education. For a resale, buyers should confirm what transfer training and system access Liberty Tax provides to incoming owners, and the experience level of the seasonal staff carrying over with the office.

  2. Ideal Owner

    The model suits an organised, customer-focused operator who can recruit and manage a seasonal team through the January-to-April peak and keep service quality consistent under pressure. Local sales and community engagement matter, since much of an office's business comes from returning clients and word of mouth. A background in finance, accounting or tax is helpful for credibility but is not required, as the franchisor supplies training and systems. Owners comfortable building client relationships and willing to market locally tend to fit best.

  3. Recognition & Awards

    Liberty Tax has long been a fixture on Entrepreneur magazine's Franchise 500, ranked across more than two decades of the list, and was named to Accounting Today's Top Tax Firms (2016 and 2017). It has also been recognised by Multi-Unit Franchisee magazine and Franchise Times, and was named among Franchise Business Review's Top 200 franchises in 2026. For resale buyers, brand-level recognition should be weighed alongside the specific office's local reviews, referral sources and community standing.

  4. Industry / Market

    Paid tax preparation is a resilient, essential-service category in the US, where more than half of taxpayers use a professional preparer and filing continues regardless of economic conditions. The US tax-preparation services market is estimated at roughly $14 billion a year. Demand is highly seasonal, concentrated in the winter-to-spring filing window, which makes staffing and client retention central to performance. Tax-code complexity and steady small-business bookkeeping needs add year-round revenue potential that buyers should weigh territory by territory.

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