streams through a suite of financial service offerings.
This is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. Offerings made by prospectus only and in compliance with the applicable pre-sale registration and disclosure requirements in your state. ©2021 Liberty Tax. All rights reserved.
DON'T SLEEP ON THIS OPPORTUNITY
in establishing and growing your recession-resistant business.
MEET THE PEOPLE BEHIND THE PROCESS
Brent Turner
Michael Piper
Scott Terrell
Kelly Wyatt
WORLD-CLASS SUPPORT
STATE-OF-THE-ART TOOLS
Chief Executive Officer
Chief Financial Officer
Chief Information Officer
Vice President of Franchise Development
Jon Phillips
Vice President of Franchise Development
and technology at your fingertips to tap into success.
LIBERTY TAX OWNERS
Our powerhouse team is poised to make you successful with more than 130 years of combined industry experience.
When you invest in a Liberty Tax franchise, you’re joining an 11 billion dollar financial services industry. Build your success on a proven 24-year track record with a top national brand.
MINIMUM NET WORTH
$250,000
MINIMUM LIQUIDITY
$60,000
In four simple steps, you could become our next great location.
FRANCHISE WITH LIBERTY TAX
WHY FRANCHISE WITH LIBERTY TAX
BEING A FRANCHISEE
MEET THE PEOPLE BEHIND THE PROCESS
Ted Demarino
Chief Operating Officer
Chief Marketing Officer
ESTIMATED INVESTMENT
$20,700 -$73,900
explore the benefits of
Ownership offers opportunities for additional business lines and revenue streams, including consumer lending, insurance, tax debt relief and more. Find out why we're one of the fastest growing franchise opportunities in America:
YEAR-ROUND REVENUE
THE PROOF
“I like the idea that I am as successful as I choose to be. I also love that I can create my work environment and schedule. Freedom comes in many forms, and the ability to have the freedom to arrange my own schedule is HUGE. Purchasing the franchise is allowing us to work more closely with our neighbors and give back to the city we call home.”
- A’Lisa Brooks, Abilene, TX
“I can’t say enough how much this opportunity has meant to me. I’m so excited to be part of such a dynamic organization. The support is outstanding and I am going to work my hardest to be part of the team of franchisees who helps Liberty Tax to become the best and largest tax preparation organization in the universe.”
- Andrea Zank, Chesapeake, VA
“Based on my background, and originally not coming from a tax background, if someone were considering this business I would say absolutely go for it, because the support is there and the technology is there.”
– Christie Curtis
“We bought into Liberty Tax because it seemed like a good fit for us. We liked the idea of working hard for several months but having slow times of the year when we could travel and enjoy life and the profit margins were also attractive. Since becoming involved with Liberty Tax, our perspective has changed. Being on the inside, we can see that there is so much potential and that right now is an exciting time for the company.”
-Tye Brooks, Abilene, TX
“I was attracted to the Liberty Tax franchise for two reasons. Number one, it’s a recession proof business, which is very difficult to find, and the second was the system that the franchise had to offer to its individual operators. There was a complete system with everything I needed to know. I had no experience in the tax industry, so much of this was new to me. They taught me what I needed to know and how I could build my business with limited experience in the tax industry by hiring the right people and following the Liberty Tax system.”
-Anthony Focca, Staten Island, NY
“With Liberty Tax, there is no barrier, regardless of your race or of your sex, and I enjoy the vast opportunities that Liberty has delivered to our family.”
- Tiffany Dodson
“Liberty has a great system, a great way of doing things, and it’s easy to follow for a veteran or a person who’s had that experience. So whether you’re Navy, Air Force, Marines or Army, you’re dealing with technical problems, technical ideas, that fit very well with Liberty.”
- Frank Grim
OWN A LIBERTY TAX FRANCHISE
in establishing and growing your recession-resistant business.
and technology at your fingertips to tap into success.
through a suite of financial service offerings.
OR CALL 855-999-1864
YOU CAN CRUNCH THE NUMBERS. WE CAN DO THE REST.
Now is the perfect time to consider franchise ownership with Liberty Tax, a top national brand in an essential industry. We’re ready to light your path towards a brighter and more certain future.
Technology Advancements
Best-in-class tax software, a new mobile app, and a franchisee-facing app, to run your business from the palm of your hand.
Full-Service Back Office Support
Our team is ready to light your path towards a brighter and more certain future.
Dedicated Marketing Department
Our marketing department will provide your tax office with the tools and support you need to have your best tax year.
FRANCHISE OWNERSHIP
FRANCHISE OWNERSHIP
Do you have accounting acumen and a business with minimal growth? We're here to help. With more than 2,700 locations and a range of resources, from technology and training to marketing support, learn why CPAs like you are franchising with Liberty Tax every day.
your path to
Live Q&A Conference Call
Speak directly with leadership and get your questions answered
Attend our seminar
Attend our seminar, meet people like you, and get more details.
Submit application
Fill out application materials and get approved
Open your doors
Open your franchise in as little as 60-90 days
get to know
Hear from some of our franchisees why they made the choice to join up with us
Veterans and an Effective System
“As veterans, we didn’t learn how to be business owners. But Liberty helps us a lot. They help us with the model, they help us learn how to run a business and these types of trainings we go to always help us because there is always something new to learn.”
Lillian and Dave Hillman, Franchisees
Bitten by the Success Bug
“I went from 150 tax customers in my first year to over 650 in the second year and this year I was over 840 and next year I hope to be over 1,000. So Liberty has contributed vastly to my success with tax customers.”
Joyce Jordan, Franchisee
All About Customer Service
“We want to be able to have a one stop shop where people can come in and get consultations, business set up, get their EIN numbers, do 1099s for their employees, or do payroll for their employees and make sure they’re on the right track for success themselves. I feel like we can provide that for people.”
Erin Daniel, Franchisee
It's About the People
“I've grown to 4 offices and I have a great staff, great team, great clients. I love people and I try to find something common with everyone I meet. I hear a lot of amazing stories, meet a lot of amazing people from all walks of life, so just interacting with the public and kind of being a local hometown hero is another benefit."
Thomas Henggeler, Franchisee
