Every adult and every business in America must file taxes — and roughly 60% of Hispanic taxpayers use a paid tax preparer, often in person and 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; IRS Taxpayer Advocate Service (60% of Hispanic taxpayers use a paid preparer); Nielsen Trust in Advertising (referrals/trust). 4The Income Tax School — average client tenure.
Revenue every month of the year — not just January through April. Four distinct service lines give franchisees the opportunity to generate revenue beyond tax season.[1]
Personal & business returns, ITIN applications, amended returns, IRS audit support.
Every adult must file — and bilingual trust keeps clients coming back year after year.
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 2026 FDD Item 6). A minimum annual royalty applies as a floor — $5,000 in Year 1, rising to $10,000 by Year 3 (50% less in Puerto Rico); if your 14% royalties total less, you pay the difference.
The first sale — a tax return — is the on-ramp. Bookkeeping, payroll, and incorporation services deepen each client relationship over many years.
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 keeps changing — a sweeping new federal tax law just landed. Small-business formations are near record 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, stronger referrals, and deep community loyalty — 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 mandatory, once-a-year routine — in a large paid-preparer market, a fast-growing bilingual community, and a referral-driven customer base that returns season after season.
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.
Filing isn’t optional and it doesn’t dip with the economy. About 161 million individual returns are filed every year, in booms and downturns alike — recurring, recession-resistant demand.
Over half of all individual filers — about 84 million returns a year — hand their taxes to a paid pro rather than go it alone. Among Hispanic taxpayers it’s higher still, at 60%.[5] Steady, repeating demand for exactly the service an ATAX office provides.
Word of mouth is the most trusted channel there is — and it runs especially deep in Hispanic communities, where 84% of Latinos favor brands rooted in their neighborhoods. One happy client refers a sister, a cousin, a comadre, a small-business neighbor — a referral flywheel that compounds every season.
[*] IRS Taxpayer Advocate Service, Annual Report to Congress 2024 (ITIN Research Report): ~3.8M returns filed with an ITIN; 5.8M active ITINs. [1] IRS Data Book FY2024 (161.1M individual returns filed); IRS Publication 6187-A, CY2024 (84.3M individual returns e-filed by paid preparers); IRS Taxpayer Advocate Service (2024): over 54% of all individual returns are prepared by a paid preparer. [2] Nielsen, Trust in Advertising (recommendations from people you know) and Nielsen We Are All Human / Hispanic Sentiment Study 2023 (community favorability). [3] IBISWorld, Tax Preparation Services in the US (NAICS 54121d), 2025. [4] U.S. Census Bureau — 2024 American Community Survey (Spanish spoken at home) and Vintage 2023 Population Estimates (Hispanic share of population growth). [5] IRS Taxpayer Advocate Service, Understanding the Hispanic Underserved Population (2015 Annual Report to Congress; Forrester survey of 1,014 Hispanic taxpayers, 2014): 60% of Hispanic taxpayers used a paid (unenrolled) preparer vs. 18% of all U.S. taxpayers; only 16% self-prepared.
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 111 franchised locations today[1] — ATAX was the first Latino-owned tax-preparation franchise in America, built for the bilingual, in-person customer.
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.
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 difference is starting with the full Loyalty Brands operating system on day one — the engine that built Jackson Hewitt and Liberty Tax — instead of assembling it yourself over years.
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 come through the door as January through April peaks. Reviews stack up in both languages. Social engagement builds. You’re winning share-of-voice in your community — and the bookkeeping, payroll, and incorporation services are queued up to keep clients 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 — the office stays active year-round.
Your first office is established and running year-round on the full ATAX system. The tools, systems, and guidance from a franchise built for the bilingual, in-person market are doing exactly what they were designed to do. Owners who want to grow can use the same proven playbook to open additional offices.
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.
Small-business growth by demographic, 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 ~34% from 2012–2020 — roughly 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 (2025); IRS Data Book FY2024 & Publication 6187-A; IRS Taxpayer Advocate Service (Hispanic underserved population); SBA Office of Advocacy / U.S. Census (small-business & Latino-owned-firm counts); 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 — with the same low per-location investment across every office you open.
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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