Liberty Tax Service Franchise Disclosure Documents

Available Liberty Tax Service franchise disclosure document(s) (FDD's) are listed below. The Liberty Tax Service FDD is a federally mandated document that requires Liberty Tax Service to disclose 23 key items in easy-to-understand language. The FDD typically runs hundreds of pages long and contains critical information you should consider when researching a franchise. Multi-year analysis reports track how these disclosures change across consecutive FDD filings.

“JTH Tax LLC d/b/a Liberty Tax Service offers a franchise program to operate tax return preparation offices utilizing special marketing techniques and operating procedures.” — 2026 Liberty Tax Service FDD

FDDs and Analysis Reports

Instant download after purchase

Multi-Year Analysis Packages

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

Liberty Tax Service 3-Year FDD Analysis Package (FY2023–FY2025)

Analysis report (27 pages) • 2 year-over-year transitions • 3 source FDDs (2024–2026 filings) included

$399.00

What's insideSee a full sample report (PDF)

The report covers, in order:

Executive summary
Change index
Consolidated unit summary
Geographic summary
Turnover, transfers & closure rates
Franchisee investment and fees
Financial performance representation
Franchisor financial condition
Franchisor entity & leadership
Litigation & bankruptcy
Method, limits and disclaimer
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.

Liberty Tax Service 2-Year FDD Analysis Package (FY2024–FY2025)

Analysis report (23 pages) • 1 year-over-year transition • 2 source FDDs (2025–2026 filings) included

$249.00

What's insideSee a full sample report (PDF)

The report covers, in order:

Executive summary
Change index
Consolidated unit summary
Geographic summary
Turnover, transfers & closure rates
Franchisee investment and fees
Financial performance representation
Franchisor financial condition
Franchisor entity & leadership
Litigation & bankruptcy
Method, limits and disclaimer
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.

Individual FDD Filings

Complete filings as submitted, including exhibits and financial statements.

Liberty Tax Service

2026 Franchise Disclosure Document (FDD)

April 2026

$99.00

Liberty Tax Service

2025 Franchise Disclosure Document (FDD)

April 2025

$99.00

Liberty Tax Service

2024 Franchise Disclosure Document (FDD)

May 2024

$99.00

Liberty Tax Service

2021 Franchise Disclosure Document (FDD)

March 2021

$99.00

Liberty Tax Service

2020 Franchise Disclosure Document (FDD)

April 2020

$99.00

Liberty Tax Service

2020 Franchise Disclosure Document (FDD) — Area Developer

April 2020

$99.00

Liberty Tax Service

2019 Franchise Disclosure Document (FDD)

July 2019

$99.00

Liberty Tax Service

2019 Franchise Disclosure Document (FDD) — Area Developer

July 2019

$99.00

Liberty Tax Service

2018 Franchise Disclosure Document (FDD)

December 2018

$99.00

Liberty Tax Service

2017 Franchise Disclosure Document (FDD) — Area Developer

July 2017

$99.00

Liberty Tax Service

2017 Franchise Disclosure Document (FDD)

July 2017

$99.00

Liberty Tax Service

2016 Franchise Disclosure Document (FDD) — Area Developer

July 2016

$99.00

Liberty Tax Service

2016 Franchise Disclosure Document (FDD)

July 2016

$99.00

Liberty Tax Service

2015 Franchise Disclosure Document (FDD) — Area Developer

July 2015

$99.00

Liberty Tax Service

2015 Franchise Disclosure Document (FDD)

July 2015

$99.00

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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.