Request Franchise Info

Talk to a real person. No bots.

Drop your details and a member of our franchise team gets back within one business day — usually same day. We’ll book a 30-minute discovery call, share what’s available in your market, and walk you through investment levels. No pressure. No spam.

1 dayTypical response

200+ yrsCombined franchise experience

Tell us about you

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First name

Last name

Phone

State

Zip code

Timeline

Liquid capital available

Multi-unit interest

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Request received.

We’ll be in touch soon with more details about the ATAX franchise opportunity. Keep an eye on your inbox. While you wait — download the Growth Kit for the numbers ahead of the call.

What Happens Next

Five steps. Around 60 days. Total transparency.

Most operators are in the office and on the road inside 60–90 days from the first call. Here’s the path.

Day 1

Discovery Call

30 minutes to talk goals, market, and capital. We confirm whether your zip is open and whether the model fits.

Week 1

FDD & Investment Review

You receive the full Franchise Disclosure Document. We walk you through Items 5, 6, 7, and 19 line by line — fees, royalty, investment range, and any financial performance representations.

Weeks 2–3

Validation Calls

Talk directly with current franchise owners about the business, the day-to-day, and what ownership is really like. No script — just operators.

Weeks 3–4

Approval & Funding

Meet leadership at Loyalty Brands. Connect with our preferred SBA, ROBS, and equipment financing partners. Sign your franchise agreement.

Day 60

Office Delivery & Launch

Two-week training at HQ, marketing infrastructure flipped on, and your fully fitted-out ATAX office ready to take clients on Day 1.

What to expect from us, plainly.

The franchise industry has earned a reputation for high-pressure sales. We don’t do that. We’d rather you say no early than be unhappy six months in.

One business day or faster for the first response
No high-pressure tactics, ever — this is a multi-call diligence process
Full FDD shared early, with all relevant items walked through line by line
Direct introductions to current franchise owners for unfiltered validation
Veterans receive a 10% franchise fee discount
Clear disclosure of how your information is used — see our Privacy Policy

Quick answers before you reach out.

How much does it cost to open a ATAX franchise?

The standard initial franchise fee is $35,000, and the total estimated initial investment ranges from $59,150 to $89,000 depending on your office lease, build-out, equipment, and working capital (2026 ATAX FDD, Items 5 and 7). A 10% franchise-fee discount is available to qualifying veterans, and other discount programs may apply. We walk through every line item in the FDD review.

Do I need prior tax preparation experience?

No. This is an executive franchise. You hire and lead certified preparers; you focus on running and growing the business. Our training adapts to where you’re starting from.

Can I start semi-absentee?

Yes. Many owners begin semi-absentee with a manager hired from day one. Others start as full-time owner-operators and add managers as they scale to multiple offices. The model supports both paths.

How are territories defined?

You receive a protected, exclusive territory based on a target number of qualified households. We use demographic mapping to ensure sufficient density to scale to multiple offices within your zone over time. Multi-territory packages are available for operators who want to lock in adjacent markets.

Do you offer financing?

We don’t offer direct financing, but we partner with industry-leading third-party funding specialists for SBA loans, 401(k) ROBS rollovers, and office equipment financing. Most owners use a combination.