Overview
Why Liberty Tax Service?
Liberty Tax Service is a professional services brand with over 12 years of operating history and 2,255 active locations. The full Franchise Disclosure Document, including unit-level financials, territory terms, training requirements, and franchisee obligations, is available on request.
The Numbers
Investment & Fees
- Total initial investment
- $42K – $61K
- Initial franchise fee
- $15K
- Royalty fee
- Available on request
- Ad / marketing fee
- Available on request
Regulatory Filings
FDDs on file
Latest FDD on file: 2024. Request the document below to see Item 19 financial performance, Item 7 estimated initial investment, and territory disclosures.
Who's Operating It
2,368 franchisees of Liberty Tax Service
ANDREW CHAN
TOP GUN DEVELOPERS INC · Melbourne, Florida
3unitsANTHONY FOCCA
PLATINUM TAX LTD · Staten Island, New York
3unitsBRIAN FRIEDMAN
NJ TAX GROUP LLC · Union, New Jersey
3unitsDARRELL CHRIS BECKETT II
JB WILLIAMS AND ASSOCIATES INC · Gulfport, Mississipp
3unitsGARY BLOOME
GARY BLOOME P A · Boca Raton, Florida
3unitsJIM ROUCHKA
ARROWHEAD DEVELOPMENT INC · Overland Park, Kansas
3unitsJUAN J SIERRA
Morgan Hill, California
3unitsADAM STANDRIDGE
Cleveland, Tennessee
2units
Why every serious buyer requests the FDD
The Franchise Disclosure Document is the single most important piece of paperwork in your due diligence. It's federally mandated and contains everything a franchisor is required to share before you sign.
- Item 7: full breakdown of your real startup costs
- Item 19: actual unit-level revenue performance
- Item 20: franchisee count, openings, closures, transfers
- Item 21: audited financial statements
Frequently Asked
Liberty Tax Service franchise FAQ
Is Liberty Tax Service a franchise?
Yes. Liberty Tax Service is a franchise in the professional services category, which means you can own and operate a Liberty Tax Service location under a franchise agreement with the franchisor. The total initial investment to open one ranges from $42K – $61K. The franchisor provides the brand, systems, and ongoing support in exchange for an initial franchise fee and royalties, all disclosed in the Franchise Disclosure Document (FDD).
How much does it cost to open a Liberty Tax Service franchise?
Total initial investment to open a Liberty Tax Service franchise ranges from $42K – $61K according to the latest Franchise Disclosure Document. The actual cost depends on territory, build-out, and local market conditions. Request the full FDD on this page for Item 7's full investment breakdown.
What is the Liberty Tax Service franchise fee?
The Liberty Tax Service initial franchise fee is $15K, paid to the franchisor at signing. This is separate from total investment and does not include build-out, equipment, or working capital.
How many Liberty Tax Service franchise locations are there?
Liberty Tax Service operates 2,255 active locations as of the most recent FDD filing. Request the latest FDD for state-by-state distribution and openings/closures from Item 20.
When was Liberty Tax Service founded?
Liberty Tax Service was founded in 2014, giving the brand 12 years of operating history. Brand longevity matters in franchising because it correlates with refined operations, established supplier relationships, and a tested franchisee playbook.
Is a Liberty Tax Service franchise profitable?
Liberty Tax Service unit-level profitability depends on location, operating costs, staffing, and management. When a franchisor makes an earnings claim, it appears in Item 19 of the Franchise Disclosure Document, the only place franchise financial performance is officially disclosed. Request the Liberty Tax Service FDD on this page to review any Item 19 financial performance representation.
How do I apply for a Liberty Tax Service franchise opportunity?
Submit a request through this page to receive the Liberty Tax Service Franchise Disclosure Document. The FDD contains everything you need to evaluate the opportunity: Item 7 investment, Item 19 financial performance, Item 20 unit counts and franchisee turnover, and Item 21 audited financials. There is no cost or obligation to request the FDD.
Where can I get the Liberty Tax Service FDD?
The current Liberty Tax Service FDD can be requested directly through this page. Franchise Disclosure Documents are federally regulated by the FTC and must be provided to prospective franchisees at least 14 days before signing any binding agreement or paying any fee.
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