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Liberty Tax Service
LIBERTY TAX SERVICE is the fastest-growing international tax service ever, and has been ranked on Entrepreneur magazine's annual "Franchise 500" every year since 1998. Any given year, there is a ready market of taxpayers, and as the tax laws change frequently, many taxpayers are turning to professional preparers to complete that annual task. LIBERTY's growth is fueled by a proven operating system that has been fine-tuned by the leadership and field support staff's more than 600 total years of experience. As a result, no prior tax experience is required to put this system to work. Founder/CEO John Hewitt has worked 44 tax seasons, including 12 years with H&R Block. Accounting Today magazine has named Hewitt one of the accounting profession's Top 100 Most Influential People - 11 times! The International Franchise Association has honored Hewitt as its "Entrepreneur of the Year."
Franchisor Background
Year Established:
1997
Franchising Since:
1997
IFA Member
CFA Member
Operating Units:
Franchised Units:
4,028
94.5%
Company-Owned Units:
234
5.5%
______
_____
Total Operating Units:
4,262
100%
Geographic Distribution:
U.S.:
4,262
94.3%
In 50 States
Canada:
258
5.7%
In 10 Canadian Provinces
International:
0
0%
In 0 Foreign Countries
______
_____
Total:
4,520
100%
North America:
States/Provinces with the largest number of operating units:
Free-standing Building, Storefront, Strip Center, Regional Mall
Other Sites:
Kiosk
Encourage Conversions?
No
Earnings Claims Provided?
No
Listed in the SBA Registry?
No
Support and Training
International Franchise Association:
Yes
Canadian Franchise Association:
Yes
Franchisee Association/Member:
No
Size of Corporate Staff:
520
Site Selection Assistance?
Yes
Lease Negotiation Assistance?
Yes
Financial Assistance?
Yes, Indirect
Marketing Support:
Co-Op Advertising:
No
National Advertising:
Yes
Regional Advertising:
Yes
Local Advertising:
Yes
Marketing Materials:
Ad Slicks, Brochures, Catalogs, Coupons/rebates, Direct Mailers, Emails, Promotional Items, Radio Ads, Site Signs, Television Ads, Trade Show Exhibits, Videos
Member of SBA Registry, Financing Referrals, Equipment Financing, Lease Negotiations, Managerial Training, Mentoring, Sale-Leaseback, Business Plan Template.
On-Going Support:
Central Data Processing:
Included in Fees
Central Purchasing:
Included in Fees
Field Operation Evaluation:
Included in Fees
Field Training:
Included in Fees
Initial Store Opening:
Included in Fees
Inventory Control:
Included in Fees
Franchisee Newsletter:
Included in Fees
Regional or National Meetings:
Included in Fees
800 Telephone Hotline:
Included in Fees
Training:
1. Virginia Beach, VA-Initial, Intermediate, Advanced
Member of SBA registry, Financing Referrals, Equipment Financing, Lease Negotiations, Managerial Training, Mentoring, Sale-Leaseback, Business Plan Template, member of IFA's MinorityFran and VetFran.