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.
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
Tiered royalty (3% first reporting year to 15% fourth+ reporting years) of gross volume + 6.5% advertising fee.
Franchise Stats
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 to Other Business Services Franchises
Key Insights
- #3 largest franchise system in Business Services
| Franchise | Investment Range | Franchise 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 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
+31 more states
SBA Loan History
Historical SBA 7(a) loan data for JACKSON HEWITT TAX SERVICE franchisees (2010 - 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)
Action to confirm arbitration award against a 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 JACKSON HEWITT TAX SERVICE franchise?
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.
How much revenue does a JACKSON HEWITT TAX SERVICE franchise make?
According to the 2024 FDD, the average gross revenue for a JACKSON HEWITT TAX SERVICE franchise is $118,262. The median revenue is $87,834.
How many JACKSON HEWITT TAX SERVICE franchise locations are there?
As of the 2024 FDD, JACKSON HEWITT TAX SERVICE has 2,981 franchise locations. The company has been franchising since 1986.
Can you get an SBA loan for a JACKSON HEWITT TAX SERVICE franchise?
Yes, SBA loans are available for JACKSON HEWITT TAX SERVICE franchises. Historical data shows 88 SBA 7(a) loans have been approved for JACKSON HEWITT TAX SERVICE franchisees, with an average loan amount of $617,068. The historical default rate is 1.1%.
Is JACKSON HEWITT TAX SERVICE a good franchise to buy?
JACKSON HEWITT TAX SERVICE shows several positive indicators: established brand with 2,981+ locations, transparent financial performance data (Item 19), 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.
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