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 Smart Tax
Franchise Summary
  • Franchise Fee:$20,000

  • Total Investment Range:
   $65,125

  • Required Cash liquidity:
   $30,000

 Financing Assistance:
  •Yes
 Training and Support:
  •Yes


Franchise Description

Smart Tax is a professional, top quality tax preparation service provider offering convenient e-filing, drop off service, same day or next day tax Refund Anticipation Loans, and a wealth of state-of-the-art tools and business services catered to the mass audience. Our services are sought after year after year despite economic conditions and our locations thrive in any area regardless of demographics and income levels. We offer the flexibility to run your business as a lean 4 month tax practice or year round with the ability to offer additional services such as Bookkeeping and Payroll, Financial Planning, etc. Our recession resistant business model, low cost to entry, large protected territories and superior training and support make Smart Tax the smart choice.

Key Advantages

  • Recession-Proof Industry: (Needs Based Business, Not a Fad, Fashion or Flavor. Thrives under virtually any economic condition)
  • Top-Tier Territories Available in Most Major Markets: (We have those coveted territories most competitors are sold out of and no longer available to new franchisees)
  • Low Cost of Entry & Start-up: (One of the lowest cost/ highest profit margin franchise concepts around as a turn key business. No Inventory to carry, Low overhead, Low Franchise Fee for protected territory compared to most major competitors)
  • Larger Protected territories than most major competitors (Minimum 25,000 population Density)
  • Extensive Site Selection and Site Survey Assistance
  • Professional Commercial Real Estate and Lease Negotiation Assistance
  • Comprehensive Competitor Analysis within chosen territory: Know which tax preparers are within your territory, how much volume they produce, etc.)
  • Profitable 4-Month Out Of The Year Business: (Lifestyle Business, operate during the four month tax season and have the flexibility to enjoy life 8 months.)
  • Minimal Real Estate Needed, Provides Low Rent Costs
  • Continuing Education and Support from Franchisor


Franchise Training and Support

Franchisee: 5 Day Intensive Training (NY Headquarters)
  • Basic Tax Preparation
  • Systems Software
  • Operations
  • Financial Controls
  • Staff Recruitment/ Training/ Management
  • Customer Relationships Management
  • Marketing
  • Etc.



Investment Requirements

Franchise Fee: $20,000
Required Cash liquidity: $30,000
Total Investment Range: $65,125
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  Saturday, August 23, 2014
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