Tax Tiger
Bottom line
- Total investment $198K – $666K including a $50K franchise fee.
- No Item 19 financial performance data disclosed — the franchisor chose not to publish revenue figures.
- Rated CAUTION with a risk score of 72/100. SBA loan default rate of 0.0% across 6 loans (below the industry average).
- No Item 19 financial performance representation. Without franchisor-disclosed revenue data, you'll need to gather unit economics directly from existing franchisees.
Item 1 · who you're contracting with
The Franchisor
Yale framework · single-unit ROIC
Returns Analysis
Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.
The model · Yale framework
What would one Tax Tiger unit return on the cash you put in?
Unlevered ROIC · per unit
11%
Below typical band (30–60%)
Overview
About
Tax Tiger franchisees operate tax preparation and financial services practices, serving individual and small business clients during tax season and year-round. Day-to-day work includes client intake, tax return preparation, bookkeeping, and financial planning consultations, typically relying on seasonal demand patterns and repeat client relationships.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 3 states with active franchisees
The Territory Map
Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).
States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Tax Tiger is a micro-franchise with severe opacity on unit economics, questionable franchisor stability, and unproven scalability—proceed only after exhaustive validation of the 3 existing franchisees' actual profitability.
Score breakdown · what drove the 72 / 100 rating
- 01MINOROnly 3 units in system with unknown/likely stagnant growth indicates minimal market validation and weak franchise model scalability
- 02MINORNo Item 19 (average revenue/net income) disclosure prevents assessment of actual franchisee profitability and ROI on $198K-$665K investment
- 03HIGHGoing Concern flag = false suggests potential financial instability at franchisor level, raising doubts about support, marketing, and system longevity
- 04MINOREscalating royalty minimums ($1K → $2K → $3K) create cash flow burden in early years when new locations typically underperform
- 05MEDHigh initial investment range ($467K spread) with no disclosed unit economics means franchisees cannot model realistic break-even timelines
- 06MED6% royalty on undisclosed revenue streams means franchisees have no benchmark to evaluate whether their sales are healthy vs. system average
- 07MINORExtremely young/small franchise system (3 units) lacks maturity, proven operations playbook, and franchisee referenceability
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
Item 20
Franchisee Contacts
Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.
Franchisee contacts
7 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Tax Tiger · FDD (2025) PDF