ATAX (AREA REPRESENTATIVE)
The ATAX Area Representative franchise allows individuals to recruit, solicit, screen, and provide ongoing marketing, operational, and training support to unit franchisees operating ATAX income tax preparation and related services within a designated territory. The business model compensates Area Representatives with 50% of the net initial franchise fees and 50% of net royalty fees from unit franchises developed and operating in their territory. The target market includes entrepreneurs and small business owners interested in franchise development and support in the tax preparation industry.
Disclaimer: This information was extracted using AI from public Franchise Disclosure Documents and should be independently verified. This is not financial or legal advice. Always review official FDD filings before making investment decisions.
Overview
Financial Requirements
No royalty or ad fund fees. Key fees include $5,000 Internal Sales Fee per Unit franchise sold, $2,000 renewal fee, and $10,000 transfer fee.
Franchise Stats
Financial Performance
Item 19 Financial Performance
This franchise did not provide Item 19 financial performance data.
Be careful if you are interested in investing. The lack of financial performance representations may indicate limited data or varying results across franchises.
Extracted Item 19 Section
How ATAX (AREA REPRESENTATIVE) Compares to Other Business Services Franchises
| Franchise | Investment Range | Franchise Fee | Royalty | Locations |
|---|---|---|---|---|
ATAX (AREA REPRESENTATIVE) Current | $101K - $525K | $100K | N/A | 35 |
| Bimbo Foods Bakeries Distribution, LLC | $14K - $607K | N/A | N/A | 6,454 |
| THE UPS STORE (TRADITIONAL) | $216K - $609K | $30K | 5.0% | 4,500 |
| JACKSON HEWITT TAX SERVICE | $71K - $105K | $25K | 15.0% | 2,744 |
| CRUISE PLANNERS | $2K - $21K | $11K | 3.0% | 2,655 |
| SERVPRO (UNIT) | $259K - $380K | $100K | 10.0% | 2,286 |
Business Services Average 187 franchises | $118K - $285K | $46K | 10.4% | - |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 187 Business Services franchises by location count.
Locations & Growth
Outlet Growth Over Time
Total outlets at end of each year
Geographic Distribution (2024)
Outlets by state across the United States
+5 more states
SBA Loan History
Historical SBA 7(a) loan data for ATAX (AREA REPRESENTATIVE) franchisees (2017 - 2025)
Loans by Year
* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.
Franchisee Contacts
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Due Diligence
Litigation (Item 3)
Enforcement of post-termination restrictive covenants, including non-compete, confidentiality, and trade secrets against former franchisee.
Bankruptcy (Item 4)
No bankruptcy history reported in the FDD.
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
How much does it cost to open a ATAX (AREA REPRESENTATIVE) franchise?
The total initial investment to open a ATAX (AREA REPRESENTATIVE) franchise ranges from $101,450 to $525,000. This includes a franchise fee of $100,000.
How many ATAX (AREA REPRESENTATIVE) franchise locations are there?
As of the 2025 FDD, ATAX (AREA REPRESENTATIVE) has 35 franchise locations. The company has been franchising since 2019.
Can you get an SBA loan for a ATAX (AREA REPRESENTATIVE) franchise?
Yes, SBA loans are available for ATAX (AREA REPRESENTATIVE) franchises. Historical data shows 7 SBA 7(a) loans have been approved for ATAX (AREA REPRESENTATIVE) franchisees, with an average loan amount of $40,000. The historical default rate is 0.0%.
Is ATAX (AREA REPRESENTATIVE) a good franchise to buy?
ATAX (AREA REPRESENTATIVE) shows several positive indicators: low SBA loan default rate. However, franchise success depends on many factors including location, local market conditions, and owner involvement. We recommend speaking with existing franchisees and consulting with a franchise attorney before making a decision.
Interested in ATAX (AREA REPRESENTATIVE)?
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