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

In Business Since2007

Number of Units32

Min Liquid Capital—

Required Networth—

$$$Total Investment$101K – $524K

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 Area Rep FDD 2026

April 2026

$99.00

ATAX FDD 2026

April 2026

$99.00

ATAX FDD 2025

April 2025

$99.00

ATAX Area Rep FDD 2025

April 2025

$99.00

ATAX FDD 2024

April 2024

$99.00

ATAX Area Rep FDD 2024

April 2024

$99.00

ATAX FDD 2023

April 2023

$99.00

ATAX Area Rep FDD 2023

April 2023

$99.00

ATAX Area Rep FDD 2022

April 2022

$99.00

ATAX FDD 2022

April 2022

$99.00

ATAX FDD 2021

May 2021

$99.00

Note: Purchased FDDs are available for immediate download. The $99 Document Processing Fee covers acquisition, storage, organization, and digital delivery of the FDD document.

Search for more FDDs