JACKSON HEWITT TAX SERVICE
Jackson Hewitt Tax Service franchises provide professional tax return preparation services and other financial and related products and services under the Jackson Hewitt brand and standardized operating system. Franchisees operate storefront locations and kiosks, often in national account locations like retailers, within defined territories, typically opening at least three offices. The business model is highly seasonal, targeting individuals and small businesses needing paid tax preparation during tax season, in a competitive market including DIY software and free services.
Franchise Costs
Tiered royalty (3% first reporting year to 15% fourth+ reporting years) of gross volume + 6.5% advertising fee.
Financial Performance
Item 19 Financial Performance
Data Based On: 2,855 franchised Jackson Hewitt offices that were reported on the system as active and having been operating for at least one Tax Season prior to the 2024 Tax Season (the “2024 Covered Offices”). Company-owned locations are explicitly excluded.
* Data for 'Average Gross Volume of Business' and 'Median' was extracted directly from the 'All Offices' row of the 'Unit-Level Gross Volume of Business for 2024 Covered Offices' table. This row already represents the aggregate data for all covered franchised offices. The number of offices (2,855) matches the sum of 'Standard Offices' (1,662) and 'Kiosk Offices' (1,193). A weighted average calculation using these sub-categories also confirms the 'All Offices' average gross revenue.
Extracted Item 19 Section
How JACKSON HEWITT TAX SERVICE Compares
Key Insights
- #3 largest franchise system in Business Services
| Franchise | Investment | Fee | Royalty | Locations |
|---|---|---|---|---|
JACKSON HEWITT TAX SERVICE Current | $96K – $128K | $50K | 15.0% | 2,981 |
| Bimbo Foods Bakeries Distribution, LLC | $14K – $607K | N/A | N/A | 6,454 |
| THE UPS STORE (TRADITIONAL) | $216K – $609K | $30K | 5.0% | 4,500 |
| CRUISE PLANNERS | $2K – $21K | $11K | 3.0% | 2,655 |
| SERVPRO (UNIT) | $259K – $380K | $100K | 10.0% | 2,286 |
| CruiseOne | $13K – $21K | $11K | 1.5% | 2,175 |
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
+31 more states
SBA Loan History
Historical SBA 7(a) loan data for JACKSON HEWITT TAX SERVICE franchisees (2010 – 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
2,871 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 |
2,871 Contacts Available
Unlock all JACKSON HEWITT TAX SERVICE franchisee contacts with verified contact information
Due Diligence
Litigation (Item 3)
Action to confirm arbitration award against a 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 JACKSON HEWITT TAX SERVICE franchise ranges from $96,050 to $127,500. This includes a franchise fee of $50,000. Ongoing royalty fees are 15.0% of gross sales.
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