ATAX
Franchise Overview
ATAX is a financial services franchise where owner-operators deliver tax preparation, bookkeeping, and payroll processing to individuals, families, and small business owners — with a model built for year-round revenue through a diversified suite of services.
Key Highlights
- Historic distinction as the first Latino-owned tax and business services franchise in the U.S.
- Bilingual service capabilities enabling franchisees to reach underserved, diverse communities effectively
- Year-round revenue model diversified well beyond the traditional tax season window
- Proprietary tax software, exclusive territories, and ongoing franchisor support from Loyalty Brands
ATAX offers an accessible path into financial services — including the option to convert an existing independent tax firm — making it a compelling alternative to larger national tax chains.
Just the Facts
For most current information, see Franchise Disclosure Documents
ATAX Franchise Disclosure Documents (FDD)
These official ATAX FDDs contain 23 sections of federally mandated disclosures such as franchisee obligations, franchisor litigation, and financial performance. FDD's are typically 100+ pages long and are critical to evaluate when researching a franchise.
Available Documents
ATAX FDD 2026
April 2026
ATAX FDD 2026
April 2026
ATAX FDD 2025
April 2025
ATAX FDD 2025
April 2025
ATAX FDD 2024
April 2024
ATAX FDD 2024
April 2024
ATAX FDD 2023
April 2023
ATAX FDD 2023
April 2023
ATAX FDD 2022
April 2022
ATAX FDD 2022
April 2022
ATAX FDD 2021
May 2021
Note: Purchased FDDs are available for immediate download. The $99 Document Processing Fee covers acquisition, storage, organization, and digital delivery of the FDD document.