FranchiseGenius
Back

ATAX

Business

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.

Just the Facts

For most complete information, see Franchise Disclosure Documents

In Business Since2007
Number of Units32
Total Investment$101K – $524Ktracked across 3 filings below

ATAX FDDs and Analysis Reports

These ATAX FDDs, as filed, 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. Multi-year analysis reports track how these disclosures change across consecutive FDD filings.

Instant download after purchase

Individual FDD Filings

Complete filings as submitted, including exhibits and financial statements.

ATAX FDD 2026

April 2026

$99.00

ATAX FDD 2026 — Area Rep

April 2026

$99.00

ATAX FDD 2025

April 2025

$99.00
Show 8 more filings, 2021–2025

ATAX FDD 2025 — Area Rep

April 2025

$99.00

ATAX FDD 2024

April 2024

$99.00

ATAX FDD 2024 — Area Rep

April 2024

$99.00

ATAX FDD 2023 — Area Rep

April 2023

$99.00

ATAX FDD 2023

April 2023

$99.00

ATAX FDD 2022 — Area Rep

April 2022

$99.00

ATAX FDD 2022

April 2022

$99.00

ATAX FDD 2021

May 2021

$99.00

Multi-Year Analysis Packages

Year-over-year comparison of consecutive filings. Every figure cited to its filing, Item, and PDF page. Source FDDs included.

ATAX 3-Year FDD Analysis Package (FY2023–FY2025)

19 page analysis report · 2 year-over-year transitions · 3 source FDDs (2024–2026 filings) included

$399.003 filings alone: $297.00
What's insideSee a full sample report (PDF)

The report covers, in order:

  1. Executive summary
  2. Change index
  3. Consolidated unit summary
  4. Geographic summary
  5. Turnover, transfers & closure rates
  6. Franchisee investment and fees
  7. Financial performance representation
  8. Franchisor financial condition
  9. Franchisor entity & leadership
  10. Litigation & bankruptcy
  11. Method, limits and disclaimer
  12. What this report does not include
  • You receive — one analysis report PDF and the 3 source FDD PDFs, 4 downloads in total, available immediately after purchase.
  • Every figure is checkable — each carries a citation to its filing, FDD Item, and PDF page, and the filings it cites are in the package.
  • Restatements are shown, not overwritten — where a later filing revises an earlier year's figures, both numbers appear with a note.
  • Calculated figures are labeled — anything the report calculates rather than quotes is marked as calculated, with its formula published in the report.
  • Gaps are explicit — a closing “What this report does not include” section separates what the franchisor didn't disclose from what this report doesn't collect, so an absence is never ambiguous.
Note:The multi-year FDD Analysis Reports compare a brand's consecutive annual FDD filings with year-over-year changes. Every figure is machine-read from source FDDs with a cited page from the source FDD. Machine reading can misread, so verify any figure you intend to rely on against the cited page. These reports are not legal, financial or investment advice, are not a recommendation to enter into, decline, finance or exit any franchise relationship, and are not a substitute for reading the FDDs or consulting qualified advisors.

ATAX 2-Year FDD Analysis Package (FY2024–FY2025)

16 page analysis report · 1 year-over-year transition · 2 source FDDs (2025–2026 filings) included

$249.002 filings alone: $198.00
What's insideSee a full sample report (PDF)

The report covers, in order:

  1. Executive summary
  2. Change index
  3. Consolidated unit summary
  4. Geographic summary
  5. Turnover, transfers & closure rates
  6. Franchisee investment and fees
  7. Financial performance representation
  8. Franchisor financial condition
  9. Franchisor entity & leadership
  10. Litigation & bankruptcy
  11. Method, limits and disclaimer
  12. What this report does not include
  • You receive — one analysis report PDF and the 2 source FDD PDFs, 3 downloads in total, available immediately after purchase.
  • Every figure is checkable — each carries a citation to its filing, FDD Item, and PDF page, and the filings it cites are in the package.
  • Restatements are shown, not overwritten — where a later filing revises an earlier year's figures, both numbers appear with a note.
  • Calculated figures are labeled — anything the report calculates rather than quotes is marked as calculated, with its formula published in the report.
  • Gaps are explicit — a closing “What this report does not include” section separates what the franchisor didn't disclose from what this report doesn't collect, so an absence is never ambiguous.
Note:The multi-year FDD Analysis Reports compare a brand's consecutive annual FDD filings with year-over-year changes. Every figure is machine-read from source FDDs with a cited page from the source FDD. Machine reading can misread, so verify any figure you intend to rely on against the cited page. These reports are not legal, financial or investment advice, are not a recommendation to enter into, decline, finance or exit any franchise relationship, and are not a substitute for reading the FDDs or consulting qualified advisors.
Search other FDDs

FDDs are reproduced as filed and are current only as of their filing dates. The FDD Document Processing Fee covers acquisition, storage, organization, and digital delivery of an individually purchased FDD.

Franchise Genius is not affiliated with, endorsed by, or sponsored by any franchisor, and receives no compensation from any franchisor. Brand names and marks are used only to identify the franchise systems these documents describe.

Compare with other Check Cashing & Financial franchises

Browse 73 Check Cashing & Financial Franchises›

Compare with other Consulting franchises

Browse 115 Consulting Franchises›
  • SUCCESS Space

    From $115K · Since 2021

    Suburban coworking spaces with cafes, professional coaching services, and virtual collaboration technology.

    5 FDDs available ›
  • Spherion Staffing

    From $133K · 180 Units · Since 1946

    Staffing franchise placing light industrial, administrative, and professional workers for local businesses.

    13 FDDs available ›
  • KLDiscovery

    From $118K · Since 2023

    Provides eDiscovery, data management, information governance, and data recovery solutions to legal and corporate clients.

    2 FDDs available ›
  • Dimensional Search

    From $104K · 100 Units · Since 2023

    Executive search franchise network connecting clients with top-tier talent through independently owned recruiting offices.

    4 FDDs available ›Analysis report