Loading FDD preview...
Download this + 1,700 other FDDs · One-time purchase
1,700+ FDDs structured for franchise professionals
We extract fees, Item 19 financials, franchisee contacts, SBA default rates, litigation, and outlet data from every FDD — so you can compare brands in minutes, not months. Used by multi-unit operators, consultants, and franchise development teams.
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.
Loading preview...
Download this + 1,700 other FDDs · One-time purchase
Franchise Costs
No ongoing royalty or brand fund fees specified. Potential for other fees as incurred.
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
Unlock financial performance data with full access to 1,700+ franchise reports
Unlock financial performance dataHow ATAX (AREA REPRESENTATIVE) Compares
| Franchise | Investment | Fee | Royalty | Locations |
|---|---|---|---|---|
ATAX (AREA REPRESENTATIVE) Current | $101K – $524K | $100K | N/A | 32 |
| Bimbo Foods Bakeries Distribution, LLC | $14K – $607K | N/A | N/A | 6,454 |
| THE UPS STORE (TRADITIONAL) | $216K – $609K | $30K | 5.0% | 4,500 |
| RE/MAX | $37K – $337K | $35K | 1.0% | 2,994 |
| JACKSON HEWITT TAX SERVICE | $71K – $105K | $25K | 15.0% | 2,744 |
| CRUISE PLANNERS | $2K – $21K | $11K | 3.0% | 2,655 |
Business Services Average 198 franchises | $120K – $290K | $47K | 10.4% | – |
* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 198 Business Services franchises by location count.
Locations & Growth
Outlet Growth Over Time
Total outlets at end of each year
Geographic Distribution (2025)
Outlets by state across the United States
+6 more states
Unlock location growth data with full access to 1,700+ franchise reports
Unlock location growth dataSBA 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.
7 SBA loans on record
Unlock SBA loan history with full access to 1,700+ franchise reports
Unlock SBA loan historyFranchisee Contacts
31 franchisee contacts on file from official FDD filings.
31 Contacts Available
Unlock all ATAX (AREA REPRESENTATIVE) franchisee contacts with verified contact information
Unlock contactsDue Diligence
Litigation (Item 3)
Primarily disputes involving breach of contract, trade secret misappropriation, and alleged fraud related to franchisee operations and investments.
Bankruptcy (Item 4)
System Health (Item 20)
Franchise system changes reported in the most recent fiscal year
Unlock due diligence reports with full access to 1,700+ franchise reports
Unlock due diligence reportsFrequently Asked Questions
The total initial investment to open a ATAX (AREA REPRESENTATIVE) franchise ranges from $101,450 to $524,000. This includes a franchise fee of $100,000.
More Services Franchises
THE UPS STORE (TRADITIONAL)
Services
AMERIPRISE FINANCIAL SERVICES LLC
Services
JACKSON HEWITT TAX SERVICE
Services
SERVPRO (UNIT)
Services
H&R BLOCK
Services
SERVICEMASTER RESTORE
Services