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About Atax

ATAX is a leading provider of tax preparation, bookkeeping, payroll & incorporation services for over 35 years. With over 60 locations nationwide and growing! At ATAX, we’re about more than just numbers!

We guide our communities through the complex tax codes and forms, and we help many start their own businesses. We also help people with immigration issues, small businesses accounting, and Franchises Understand HR issues of a small business. Additionally, we fully explain the new healthcare reform and how it might affect their business. We do all this at prices people can afford. And we’re just as committed to helping our franchise partners, too. Maybe that’s why we’ve grown steadily, since 1986. ATAX is a full-service national tax preparation and business services franchise. We serve clients in both English and Spanish.

We offer many services to help you with your personal and business finances:

– Personal Taxes
– Business Taxes
– Bookkeeping
– Payroll
– Incorporation Services – Business structure creation, including C-Corp, S-Corp, LLC, Professional Corporation, and Not-for-Profit

Whether you need help untangling your personal finances or are simply overwhelmed in managing your business’ accounting needs, we would love to help you.

Why Franchise?

Franchising is not about following rules, it’s about upholding standards. We strive to have a consistent client experience, and service across the country.

We have a proven business model and formula for success that led ATAX to operate one of the largest independent tax preparation businesses in the country.

In 2007, ATAX shared that formula with the market to allow others to scale their firms and expand to additional service lines. Rather than go at it alone, we provide the tools, resources, and support to help both launch your new firm and scale your existing business.

Retail Franchise – We see a place where individuals meet their trusted tax advisor and where business owners get the guidance they need to operate their business.

Convert Your Tax/Accounting Firm – We offer custom conversion options for existing firms looking to convert to our nationally recognized brand and start benefiting from the guidance of our industry experts.

Company Founded


Current Leadership

Rafael Alvarez, CEO

Started Franchising

2007 (14 years)

Total Number of Units

60 (as of 2020)

Part-Time / Full-Time

Part Time

How Much Does It Cost To Open A Atax Franchise?

There are several costs associated with opening a Atax franchise. There is typically a franchise fee set by the franchisor, which covers the costs of opening a franchise location. Some other commons fees include equipment fees, marketing fees, licensing fees, insurance, and taxes, to name a few.

Some franchises may have a weekly fee that the franchisee pays for operating a Atax franchise. The weekly fee for opening a Atax franchise is Royalty Fee Due On The 5Th Of The Month As The Prior Month Gross Revenues.

The full breakdown of these fees can be found in the Financial Disclosure Document (FDD) provided to franchisees by the franchisor. The FDD report will contain additional information such as whether the franchise is renewable (Atax Is Renewable) and does the franchise offer financing support (Atax Atax has relationships with third-party sources which offer financing to cover the following: franchise fee, startup costs, equipment, inventory).

Atax Company Details

Here are some additional details about Atax.

Parent Company Loyalty Brands
Initial Investment $30,000
Veteran Incentives 10% off franchise fee
Royalty Fee 14%
Ad Royalty 3%
Term of Agreement 10 years
Absentee Ownership No
Run from Home No
Part Time Yes

Training and Support Offered By Atax

Atax offers several support options to its franchisees. With 60 (as of 2020) units, Atax aims to provide support to each franchise owner to help them operate a successful franchise location. Atax offers No on the job training, 25 hours classroom training, and No additional training.

Training and Support Offered

Here are the support options offered by Atax.

On-The-Job Training No
Classroom Training 25 hours
Additional Training No
Ongoing Support
  • Purchasing Co-ops
  • Newsletter
  • Meetings & Conventions
  • Toll-Free Line
  • Grand Opening
  • Online Support
  • Security & Safety Procedures
  • Lease Negotiation
  • Field Operations
  • Site Selection
  • Proprietary Software
  • Franchisee Intranet Platform
Marketing Support
  • Co-op Advertising
  • Ad Templates
  • National Media
  • Regional Advertising
  • Social Media
  • SEO
  • Website Development
  • Email Marketing
  • Loyalty Program/App
Estimated Revenue $10M to $50M
Atax Logo

Is Atax Right For You?

Atax has gone digital! Here are all of the ways you can find Atax online. Oftentimes, you can reach out to current franchisees of Atax online. Current franchisees may be able to offer personalized insights into what it is like owning a Atax franchise and offer tips to running a successful Atax franchise location.


Why Should You Start a Atax Franchise?

Investing in a Tax franchise such as Atax can kickstart your franchise portfolio. Our goal at Why Franchise is to provide you with the resources needed to be a successful franchise owner. Fill out the form below to get more information about Atax franchise and we'll be in touch soon!

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