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.
Franchise Costs
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.
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
| Franchise | Investment | 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 188 franchises | $118K – $284K | $46K | 10.4% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 188 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
SBA 7(a) loan activity over time
* Data sourced from SBA 7(a) FOIA loan records. Default rate calculated from charged-off loans.
Franchisee Contacts
47 franchisee contacts on file from official FDD filings.
| Name | SBA Loan |
|---|---|
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
John Smith ABC Franchise LLC | $350,000 2023 · Active |
47 Contacts Available
Unlock all ATAX (AREA REPRESENTATIVE) franchisee contacts with verified contact information
Due Diligence
Litigation (Item 3)
Enforcement of post-termination restrictive covenants, including non-compete, confidentiality, and trade secrets against former franchisee.
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Frequently Asked Questions
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.
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