Every adult and every business in America must file taxes — and roughly 60% of Hispanic taxpayers prefer to do it in person, in their language.[1] Here is the model entrepreneurs are adding to their portfolio. Flip each card for the detail.
You don’t have to be the tax expert — but raise a family around an ATAX office and your kids absorb taxes, business, and ownership the way other kids absorb slang. That conversation, every night for twenty years, is the inheritance.
Sources: 1U.S. Census Bureau; Stanford GSB 2024 State of Latino Entrepreneurship; SBA Office of Advocacy. 2NATP 2025 Fee Study. 32025 U.S. market rates — NerdWallet, QuickBooks, Nolo. 4The Income Tax School — average client tenure & lifetime value. Service values are U.S. market ranges, not ATAX earnings claims.
Revenue every month of the year — not just January through April. Four distinct service lines give franchisees the opportunity to earn beyond tax season.[1]
Personal & business returns, ITIN applications, amended returns, IRS audit support.
Every adult must file. Bilingual trust drives 80%+ year-over-year retention.
Monthly bookkeeping retainers for small-business clients — the foundation of year-round cash flow.
Tax filing is once a year. Bookkeeping is 12 invoices per client, every year.
Weekly or biweekly payroll runs, tax filings, and W-2 / 1099 prep for small-business clients.
Switching costs are high once payroll is integrated — the stickiest service in the practice.
LLC formation, EIN setup, S-corp election, BOI / CTA filings, annual reports.
The on-ramp to a lifetime of tax + bookkeeping + payroll — new business owners stay for the bundle.
Big-box tax brands go dark April 16. ATAX clients on bookkeeping + payroll retainers are paying you in May, August, and November — smoothing seasonality independents can’t escape.
14% royalty on gross revenue and 3% brand fund (per 2025 FDD Item 6). First-year minimum royalty caps at $5,000, scaling to $10,000 by year three — ATAX shares the risk of your ramp.
The first sale — a tax return — is the on-ramp. Bookkeeping, payroll, and incorporation services compound lifetime client value over many years per relationship.
National media, the industry’s leading association, and the franchise owners who run ATAX every day — independently recognized every single year since 2020.
Inc. 5000Inc. 5000Owning a tax-services franchise is one of the most logical investments in America right now. Every adult and every business has to file. Tax law is getting more complex. The IRS is hiring at a record pace. Small-business formations are at all-time highs. And the demographic tailwind from the U.S. Latino economy is icing on the cake.
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ATAX serves every household and small business in your territory that wants a real, in-person tax pro — with a built-in growth catalyst that accelerates product-market fit.
Higher retention, higher referrals, higher LTV — and currently underserved by national chains and DIY apps. ATAX is bilingual and ITIN-ready on day one.
Tax preparation isn’t a one-and-done sale. It’s a recurring relationship with a rising ticket size, a market growing ~6% a year, and a customer base whose word of mouth is some of the strongest in U.S. retail.
The ITIN cohort is overwhelmingly Hispanic and overwhelmingly uses paid preparers. ATAX is one of the few national franchises trained & equipped to handle ITIN applications — and ITIN families return year after year.
Form 1040 + Schedule A averages $240–$320; 1040 + Schedule C runs $450–$800; corporate 1120 returns $750–$1,250. ATAX clients regularly file a personal return AND one or more business entities — ticket size compounds.
From $174 in 2021 to $218 in 2023 — the steepest two-year jump in tax-prep fees in a decade. Industry leaders raise fees annually; ATAX franchisees ride the same wave with a national pricing model.
The strongest WOM referral engine in U.S. retail. One satisfied client refers a sister, a cousin, a comadre, a small-business neighbor — tax-season turns into a referral flywheel that compounds every year.
[1] NATP 2023 Fee Study (https://www.natptax.com/explore/Pages/Fee-Study.aspx) and NSA 2024 Profit and Practice Report. [2] Engagement Labs / Keller Fay TalkTrack™. [*] IRS Taxpayer Advocate Service, Annual Report to Congress 2024. Market sizing: IBISWorld via industry roundups. Demographics: U.S. Census Bureau, ACS 2024 + 2024 population estimates.
The fastest-growing Hispanic markets are awarding territories quickly. A 10-second lookup tells you whether yours is one of them.
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From a single Bronx office in 1986 to ~125 franchise locations today[1] — ATAX is the longest-tenured bilingual tax brand in the country and a 2024–2025 Inc. 5000 honoree.
Founded in 1986. Began franchising in 2007. Joined Loyalty Brands in 2019. What started as a single Bronx office grew into the first Latino-owned tax-prep, bookkeeping, and payroll franchise in America — and a 2015 IFA Ronald E. Harrison Award winner for diversity and inclusion in franchising.
| Tax Services Franchise | Founded | Began Franchising | Locations (2025) | Bilingual EN/ES First | Year-Round Services | Latino Market Tenure |
|---|---|---|---|---|---|---|
|
Latino-owned tax & business services
|
1986 | 2007 | ~125 | Yes | Tax + Bookkeeping + Payroll + Incorporation | #1 · 40 yrs |
|
Toro Taxes
Latino-owned tax franchise
|
2010 | ~2010s | ~220–250 | Yes | Tax + Insurance + Real Estate | 15 yrs |
|
H&R Block
Big-box tax preparer
|
1955 | 1956 | ~9,000 | No (English-default) | Tax-season focus | N/A |
The takeaway: ATAX has the longest tenure of any bilingual tax-services franchise in the United States,[2] with the broadest year-round service mix in the category. We are the trusted brand for the Latino entrepreneur — built and led by one for almost 40 years.
Veteran bilingual tax operators backed by Loyalty Brands — the team behind Jackson Hewitt, Liberty Tax, and the most successful tax-prep brands in U.S. history.
Founded Jackson Hewitt and Liberty Tax — the only operator to launch two of the three largest tax-prep franchises in U.S. history. 55+ years of franchise development experience now backing ATAX.
A franchise-marketing powerhouse and sought-after industry speaker. Decades designing the marketing systems that built Liberty Tax to thousands of locations — now applied to ATAX’s bilingual playbook.
Part of the Loyalty Brands family
The Loyalty Brands playbook turns standard tax-franchise headaches — bilingual marketing, tax software, seasonal hiring, real estate — into push-button infrastructure. Tap each pillar.
Location and lease terms drive revenue and margin more than almost anything else. ATAX’s real-estate team scouts your market, vets the trade area, and negotiates terms alongside you — so you open in the right storefront, with rent that protects your P&L, and signage that converts foot traffic from day one.
A bilingual growth-marketing playbook with proprietary location naming, listings management, Spanish-language microsites, and Hispanic-community partnerships baked into the system — so your office shows up first, in both languages.
Tax preparation, e-filing, bookkeeping, and payroll — all integrated, all bilingual, all included. Your preparers train once and work in either language, with a single workflow that ties the four service lines together.
Bilingual tax-school courses run in person and online, in English and Spanish — producing a steady supply of trained, community-rooted preparers ready to staff your office every season. Plus an in-house ITIN authority big-box brands deprioritize.
The Quick Start system fires the moment your franchise is awarded. Bilingual listings populate. Microsites go live. The CRM ingests leads. Tax-season automations begin nurturing. The compound effect on revenue is the difference between trying to grow alone and growing inside the Loyalty Brands engine that built Jackson Hewitt and Liberty Tax.
Doors open with the entire Quick Start system already running. Bilingual listings live across every directory. Microsites indexed. CRM ingesting leads. Tax-season automations firing. Google & Meta ads switched on. Eagle signage installed. The infrastructure that takes most independents a year to assemble is in place from the moment you open.
Walk-ins, referrals, and online leads pour in as January through April peaks. Reviews stack up in both languages. Social engagement compounds. You’re winning share-of-voice in your community. By April 15 you’ve served hundreds of clients — and the bookkeeping, payroll, and incorporation services are queued up to keep them with you all year.
Tax season is over. Most independents go quiet. You don’t. Bookkeeping clients are on monthly retainers, payroll is on weekly cycles, ITIN renewals come through summer, and incorporation services tick up as the small-business pipeline matures. By month 12 you’re sketching out office #2 on the back of a napkin.
Your first office is at 90–100% of tax-season capacity and humming year-round. The tools, systems, and guidance from America’s longest-tenured Latino tax franchise are doing exactly what they were designed to do. You’re already opening your second office — with a proven blueprint for ramping it.
Everything you need to acquire and retain a multi-language client base — engineered by Loyalty Brands’ marketing team and tuned for the Hispanic market.
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One PDF with everything you need to evaluate the ATAX franchise opportunity — sent straight to your inbox.
Family group chats, church bulletins, neighborhood barbershops, Sunday after-mass — the Latino community is the most word-of-mouth-driven market in U.S. retail. People don’t just buy from local businesses; they champion them.
Your bilingual ATAX storefront becomes the anchor — tax season turns into a referral flywheel that compounds every year. A channel no Google ad can buy.
A side-by-side look at why ATAX beats the seasonal, English-default chains — for both owners and the communities they serve.
Five years of small-business data, ranked. Latino-owned firms are growing nearly 6× faster than the national average — and the bilingual brands serving them are scaling alongside.
Latino-owned employer firms grew 35% from 2019–2024 — nearly 6× the 6% U.S. national average. In 2022 alone, Latino-owned firms generated $653B in revenue (+18.9% YoY) and added employment at 14% growth. This is where the next decade of small-business demand lives.[1]
Multi-office packages are still available in fast-growing Hispanic markets. See your zip in seconds.
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Whether you’re launching a single office or securing a multi-unit territory, the ATAX model is built for fast opening, clear unit economics, and recurring year-round revenue.
One office. One investment. Three compounding returns. Tap each to see how.
Every adult and every business has to file. Always has, always will. ATAX layers four year-round revenue lines on top of a recession-resistant base.
Every LLC, S-corp, and C-corp in your portfolio writes a tax-prep check every year. Bring it in-house at cost. Sell the same service to your market.
Most American families are flying blind on money — and the bill compounds for decades. Owning an ATAX puts a tax pro at your kitchen table, and the same expertise that unlocks loans, college choices, and entrepreneurship for your clients lives inside your own household.
One office. Three compounding returns. The rare franchise that wins at all three.
Request Franchise InfoSources for the Family Asset panel: 1NFEC National Financial Literacy Test (2024 results); 2NFCC & Wells Fargo 2024 Financial Literacy Survey; 3WalletHub Financial Literacy Statistics, 2026; 4Frontiers in Big Data, SME Financial Literacy & Digital Financial Access, 2024; 5GFLEC Working Paper 2015-3, Financial Literacy and Entrepreneurship (Lusardi & co-authors). Other panels: IBISWorld U.S. Tax Preparation Services; NATP 2023 Fee Study; NSA 2024 Profit & Practice Report; IRS Taxpayer Advocate Service ARC 2015 + 2024; FinCEN BOI Reporting; Deloitte Family Office Insights 2024; U.S. Federal Reserve Survey of Consumer Finances 2022; Stanford GSB 2024 State of Latino Entrepreneurship Report.
A clear, transparent path from your first call to a community grand opening — designed to launch you before the next tax season.
Check territory availability and discuss your goals, language preferences, and timeline.
A transparent line-by-line walkthrough of our Franchise Disclosure Document — fees, royalties, training, and obligations.
Meet the Loyalty Brands leadership team and current ATAX franchisees at Discovery Day in Virginia Beach.
Secure financing through SBA, ROBS, or equipment-financing partners and sign your franchise agreement.
Two weeks of HQ training, site selection, fit-out, and a bilingual community grand-opening event.
A family-owned business, financial literacy, and an entrepreneurial success story — the start of multi-generational wealth and impact.
Whether you’re launching a brand-new venture or adding a recession-resistant brand to a franchise portfolio, ATAX is built for two primary operator profiles — with the right playbook for each.
A proven, low-investment, bilingual tax franchise with four year-round revenue streams and the marketing engine of Loyalty Brands behind it. Open in 60–90 days and scale into a multi-office portfolio.
Existing franchise owner or investor? Add an ATAX office to balance the seasonal or discretionary concepts in your portfolio with year-round, recession-resistant tax and bookkeeping revenue — at a multi-unit-friendly investment floor.
If you don’t see yourself in the two primary profiles above, ATAX still has a strong fit for these two operator types.
Independent preparer, CPA, or EA running a small practice? You already do the hard part. Roll your book into ATAX and inherit forty years of franchise infrastructure on Day 1 — without giving up the relationships you’ve built.
Mid-to-senior professional ready for autonomy and a community footprint? You don’t need a tax background — ATAX provides the playbook, software, marketing, and bilingual preparer pipeline. You bring the leadership.
30-minute discovery call. Full FDD on the table. Direct intros to current ATAX owners. No pressure, no spam, no scripts — we’d rather you say no early than be unhappy six months in.
Top-tier territories are closing fast as our national footprint expands. Drop your zip code below to see if your market is still open.
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