Become The Boss!
Open an Income Tax Preparation Business!
RECESSION PROOF!
“Only Thing Guaranteed in Life, is Death and Taxes”
Earn a years’ worth of Profits in 4 short months. Don’t even quit your day job! No Experience Necessary!
At A Glance
Financial Education & Growth
Products & Services: Tax preparation, Electronic filing
Number of Locations: 50
Total Investment: $38.6K – $64.2K
Founded: 2009
Began Franchising: October 2013
We build your business with you every step of the way!
Join the Value Tax Team! Be part of a winning tradition.
– Lowest Startup Cost for an Income Tax Franchise with 50 or more locations.
– Lowest Royalty Rate for an Income Tax Franchise with 50 or more locations.
– We have the most Income Tax Suitable Territories available across the country.
– Most Franchisees see a Return on their Investment within a few short months.
– No goods to buy and sell. Service Based Business which translates to High Profit Margins and Low Operational Costs.
– We have a great Franchise Support system which features our award winning “Boots on the Ground” program.
– We build your business with you every step of the way!
Franchise Locations
#1
Brokerage Firm
About ValueTax
In 2009, Value Tax Inc. started a tax company that opened its doors in January of 2010. The company now offers franchises throughout the United States.
Franchise Units
| YEAR | U.S. | CANADIAN | INTERNATIONAL | COMPANY OWNED |
| 2022 | 50 | 0 | 0 | 3 |
| 2021 | 50 | 0 | 0 | 3 |
| 2020 | 50 | 0 | 0 | 3 |
| 2019 | 38 | 0 | 0 | 4 |
Where Seeking Franchisees: Franchisor is seeking new franchise units in: New Jersey, Pennsylvania, North Carolina, Georgia, Florida, Louisiana, Delaware, Illinois, Arizona, Washington DC, Virginia, Ohio and Texas. We are willing to open locations in all US States.
Startup Costs, Ongoing Fees and Financing
Franchise Fee: $30,000 (In-House Financing Available for Franchise Fee, Pay $15,000 down and Finance the Balance of $15,000 at zero percent Interest)
Total Investment *(OWNER OPERATED UNIT): $38,600 – $64,200 (*Estimate Includes $15,000 to $30,000 Franchisee Fee paid upfront)
Total Investment *(ABSENTEE OWNER UNIT): $68,600 – $94,200 (*Estimate Includes $15,000 to $30,000 Franchisee Fee paid upfront)
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FINANCING TYPE |
IN-HOUSE |
THIRD PARTY |
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Franchise Fee |
x |
x |
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Startup Costs |
x |
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Equipment |
x |
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Inventory |
x |
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Accounts Receivable |
x |
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Payroll |
x |
FINANCIAL REQUIREMENTS
Net Worth: $75,000
Liquid Cash Available: $50,000
Ongoing Royalty Fee: 14%
Term of Franchise Agreement: 10 years, renewable.
OPERATIONS
Number of employees needed to run franchised unit: 2 – 10 depending on size of unit. Absentee ownership of the franchise is allowed.
Steps To Success
1
Attend Value Tax Prospective Franchisee Seminar Live or via Zoom, Sign Disclosure Document and receive Value Tax FDD via Email
2
Meet with Value Tax Corporate Team In person or via Zoom and Create a Franchisee Specific Business Outline
3
Have Value Tax FDD reviewed by Attorney during 14 Day Waiting Period
4
After 14 Day Waiting Period, Select Territory, Pay Franchise Fee to Value Tax and Sign Franchise Agreement
5
Attend 1 Week Value Tax Effective Operations Training at Value Tax Headquarters or at Regionally Selected Location
6
Your Value Tax Franchisee Support Coordinator Helps You Find, Lease and Build Out Your New Value Tax Store Location
7
Your Value Tax Franchisee Support Coordinator guides you in Hiring and Training Staff
8
Your Value Tax Franchisee Support Coordinator helps you build and launch your Targeted Neighborhood Marketing Plan
9
Your Value Tax Franchisee Support Coordinator visits your store location and does 1 Day Operations Training
10
Doors open for business!
How This Franchise Supports Franchisees
Training: Available at headquarters or at Regionally selected Location: 1 week (40 Hours). At franchisee’s location: 1 day.
Ongoing Support: Meetings, Conference Calls, Toll-free phone line, Email Support, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives, Lease Negotiation
Marketing Support: Ad slicks, Regional advertising, Television and Radio Commercials
Other marketing support: Social media, PR
