Financial Services FDD Analyzed

Liberty Tax Service - Unit

JTH Tax, LLC

Virginia Beach, VA Website FDD: April 23, 2025
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Free for qualified buyers

Investment Range

$49,970 - $71,400

Franchise Fee

Royalty

14%

Marketing Fee

5%

Total Units

1,764

Median Revenue

$129,445/yr

Unit Growth

Last 5 years

2022

2,105

-10.5%

2023

1,885

-6.4%

2024

1,764

Initial Investment Breakdown

CategoryLowHigh
Initial Franchise Fee (Note 1)$25,000$25,000
Initial Advertising (Note 2)$2,500$5,000
Travel and Living Expenses While Training (Note 3)$1,000$2,500
Equipment & Furniture (Note 4)$7,500$15,000
Signs (Note 4)$2,500$5,000
+ 4 more categories (apply to see all)
TOTAL INVESTMENT$49,970$71,400

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

1504

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Is Liberty Tax Service - Unit a Good Investment?

Based on the FDD data, here are key factors to consider when evaluating a Liberty Tax Service - Unit franchise opportunity:

Potential Advantages

  • Established brand with 1,764+ locations nationwide
  • Financial Performance Representation (Item 19) available for review
  • Lower initial investment compared to many franchise opportunities

Considerations

  • 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)
  • Bankruptcy history disclosed in FDD (review Item 4 carefully)

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 Liberty Tax Service - Unit

How much does a Liberty Tax Service - Unit franchise cost?

The total initial investment for a Liberty Tax Service - Unit franchise ranges from $49,970 to $71,400. This includes the franchise fee, equipment, inventory, real estate, and other startup costs as disclosed in the FDD.

What is the Liberty Tax Service - Unit franchise fee?

The Liberty Tax Service - Unit franchise fee is disclosed in their Franchise Disclosure Document (FDD). Apply for access to view the complete fee structure.

What are the ongoing fees for a Liberty Tax Service - Unit franchise?

Liberty Tax Service - Unit franchisees pay a 14% royalty fee and a 5% marketing/advertising fee on an ongoing basis.

How many Liberty Tax Service - Unit franchise locations are there?

Liberty Tax Service - Unit currently operates 1,764 franchise locations. This includes both franchised and company-owned units.

Quick Facts

Litigation Disclosed
Bankruptcy Disclosed
Protected Territory Yes
Item 19 (FPR) Available
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  • Download FDD documents

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