Liberty Tax Service full profile
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Liberty Tax Service

16-110 Riviera Dr
Markham
ON, Canada, L3R 5M1

Tel: 800-790-3863 x8293
Toll:
Fax:

Contact: Amy Wehrkamp
Tel: 800-790-3863 x8293

COMPANY DETAILS
Year business established: 1997
Date of first franchise: 1997
Membership: IFA, CFA
Other franchise systems offered: No

Full Time work: Yes
Part Time work: No
Home-based: No
Special skills buyer requires: N/A

SUPPORT SERVICES OFFERED
Initial training offered: Yes

Initial training includes:
New Business Start-up, Site Selection, TRDA (Tax Rebate Discounting Act), Management Tools, Client Service, Office Procedures, Tax School, Marketing

On-going training offered: Yes

On-going training includes:
Intermediate Hands-On Training, Update Training, Guerilla Marketing Training

Location selection assistance offered: Yes
National Advertising Program offered: Yes
Assistance with signage/branding offered: Yes
Store layout and fit-up assistance offered: Yes
Business Description
Are you serious about success? Do you have an entrepreneurial streak? Then Liberty Tax Service could be the ideal franchise business opportunity for you. An increasing percentage of the tax-paying population pays someone to do their taxes each year. That is only expected to rise as the Income Tax Act gets more complicated. Wouldn't you like to get in on some of that growth? We are led by International Franchise Association Entrepreneur of the Year John T. Hewitt. With almost 50 years of experience in the tax preparation business, he has led Liberty to open over 4,300 offices in just 18 years, which is more than three times faster than any tax company EVER.

CANADA USA International
Number of franchises units 250 3813 0
Number of corporate units 53 128

LOCATIONS AVAILABLE
Canada: BC, NT, YT, AB, MB, NU, SK, ON, NB, NL, NS, PE, GVA, GTA
United States: CT, ME, MA, NH, RI, VT, DE, MD, NJ, NY, PA, AL, AR, FL, GA, KY, LA, MS, NC, SC, TN, VA, WV, IL, IN, IA, KS, MI, MN, MO, NE, ND, OH, SD, WI, AZ, NM, OK, TX, AK, CA, CO, HI, ID, MT, NV, OR, UT, WA, WY, DC
International:

TERRITORY LICENSES AVAILABLE
CANADA USA International
Master licenses available No Yes No
Regional licenses available No Yes No
Single franchises available Yes Yes No
Multiple units available Yes Yes No
Disclosure Document (UFOC) available Yes Yes No

INVESTMENT REQUIREMENTS (Averages only. Actual amounts may vary due to franchise specifics - location, size, etc.)
Minimum Investment: $42,000
Startup Capital (unencumbered cash): $42,000
Maximum Investment: $58,000
Initial Franchise Fee: $25,000
Royalty Fee: 14%
Advertising Fee: 5%

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