Financial Services FDD Analyzed

ATAX

ATAX LLC d/b/a ATAX

Virginia Beach, VA Website FDD: April 25, 2025
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Investment Range

$101,450 - $524,000

Franchise Fee

$100,000

Royalty

14%

Marketing Fee

3%

Total Units

35

Median Revenue

$170,285/yr

Unit Growth

Last 5 years

2022

30

+26.7%

2023

38

-7.9%

2024

35

Initial Investment Breakdown

CategoryLowHigh
Initial Franchise Fee (Note 1)$100,000$500,000
Travel and Living Expenses to Attend Initial Training (Note 2)$1,000$2,500
Equipment & Furniture (Note 3)$0$2,000
Computer Hardware and Software (Note 4)$0$1,500
Rent (Note 5)$0$3,000
+ 4 more categories (apply to see all)
TOTAL INVESTMENT$101,450$524,000

Financial Performance Data

Access detailed revenue metrics, expense breakdowns, and profitability data from the Item 19 Financial Performance Representation.

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Franchisee Contact Directory

14

Connect directly with existing franchise owners to learn about their experience, get real insights, and validate your decision.

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Is ATAX a Good Investment?

Based on the FDD data, here are key factors to consider when evaluating a ATAX franchise opportunity:

Potential Advantages

  • Franchise opportunity with established business model

Considerations

  • Smaller franchise network may offer less brand recognition
  • Declining unit count may indicate market challenges
  • Higher royalty fee of 14% compared to industry average
  • Litigation history disclosed in FDD (review Item 3 carefully)
  • No Item 19 Financial Performance Representation provided

Disclaimer: This analysis is based on publicly available FDD data and should not be considered financial advice. Always consult with a franchise attorney and accountant before making any investment decision.

Frequently Asked Questions About ATAX

How much does a ATAX franchise cost?

The total initial investment for a ATAX franchise ranges from $101,450 to $524,000. This includes the franchise fee, equipment, inventory, real estate, and other startup costs as disclosed in the FDD.

What is the ATAX franchise fee?

The initial franchise fee for ATAX ranges from $100,000 to $500,000.

What are the ongoing fees for a ATAX franchise?

ATAX franchisees pay a 14% royalty fee and a 3% marketing/advertising fee on an ongoing basis.

How many ATAX franchise locations are there?

ATAX currently operates 35 franchise locations. This includes both franchised and company-owned units.

Quick Facts

Litigation Disclosed
Bankruptcy None
Protected Territory No
Item 19 (FPR) Not Provided
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