Tax TigerFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A Tax Tiger franchise requires a total initial investment of $198K – $666K, including a $50K franchise fee. The 2025 FDD does not disclose unit-level revenue (no Item 19). Verdict grade: B. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2025 FDD issuance
Overview
- Investment
- $198K – $666K
- 65th pct Financial Ser…
- Avg gross sales
- N/A
- 30th pct Financial Ser…
- Royalty
- N/A
- Units
- 3
- 12th pct Financial Ser…
- SBA default
- 0.0%
- system-wide median varies by category
Quick verdict · Financial Services · color = vs category peers
Green = >15% above Financial Services avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
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.
- Verdict B (Above Average) with a risk score of 62/100.
- 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
- Legal entity
- Tax Tiger Franchising, LLC
- Parent company
- None
- CEO title
- President and Founder
- Kathleen L. Hill
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- CA
- HQ
- 6355 Riverside Blvd., Suite L, Sacramento, California 95831
- Auditor
- Prager Metis CPAs, LLP
- Audited financials
- Franchisor revenue
- $1.2M
- vs $1.4M prior year
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.
- CEO
- Kathleen L. Hill
- Headquarters
- CA
- Founded
- 2008
- FDD year
- 2025
- States available
- 1
FDD Item 7 · 2025 filing · 13 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | $50K | $50K | |
| Territory Feenot refundable | $50K | $375K | |
| Initial Training Expense | $1K | $5K | |
| Leasehold Improvements | $10K | $20K | |
| Signage | $1K | $5K | |
| Rent | $2K | $9K | |
| Computer Equipment and Software | $1K | $5K | |
| Office Furnishings, Fixtures and Equipment | $20K | $60K | |
| Grand Opening Marketing Campaign | $10K | $30K | |
| Licenses and Deposits | $3K | $12K | |
| Insurance | $3K | $5K | |
| Supplies | $2K | $5K | |
| Additional Funds (3 months) | $45K | $85K | |
| Total initial investment | $198K | $666K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $198K – $666K
- Near category avg vs category
- Liquid capital req'd
- $45K – $85K
- Near category avg vs category
- Franchise fee
- $50K – $50K
- Near category avg vs category
- Royalty
- Greater of $1,000 or 6% of Gross Sales (months 1-12); Gre…
- Ad fund
- 10.0%
- typical 3–5%
- Total fee load
- 16.0%
- vs 9–13% typical
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty (flat) | greater of $1,000/$2,000/$3,000 or 6% of Gross Sales (tiered minimums) |
| Marketing / ad fund | 10.0% of gross sales |
| Technology fee | $250 |
| Transfer fee | $6K |
| Renewal fee | $6K |
| Total fee load | 16.0% of rev |
Financial Performance
This franchisor did not disclose financial performance representations in Item 19, or our extractor could not parse them.
vs Financial Services averages
How Tax Tiger Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 3
- Opened
- 0
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 0.0%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 67%
- vs corporate-owned
- Multi-unit owners
- 2.9%
- Net growth (yr3)
- +0.0%
- Net unit change last year
- 3-yr CAGR
- +0.0%
- Compounded over last 3 years
3-year detail · Item 20
- Terminated (3yr)
- 1
- Transfers (3yr)
- 0
- Projected new
- 0
- Franchisor's next-year forecast
- Termination rate
- 33.3%
- Franchisor-initiated terminations
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 contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA loan disclosures. This brand has only 5 7(a) loans on file; statistical reliability is limited below 10 loans.
- Total loans
- 5
- Loan volume
- $1.3M
- Median loan
- $332K
- 50th percentile
- Charge-off rate
- 0.0%
- rates vary by category · see methodology
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- 100.0%
- 5-yr charge-off
- 0.0%
- Loans approved 2021+
- Active lenders
- 2
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into Tax Tiger's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 2 lenders with concentration factor
- Per-state charge-off rates across 1 states
- Startup risk premium and job creation velocity
- 3-year lending trend
Instant access. No subscription.
Risk analysis
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.
Litigation (Item 3)
No litigation required to be disclosed
Largest disclosed settlement: $80,291
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · Prager Metis CPAs, LLP
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: No
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 62 / 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
| Initial term | 10 years |
|---|---|
| Allowed renewalsℹ | 1 |
| Territory type | Census/Population |
| Protected territory | Yes |
| Exclusive territoryℹ | No |
| Territory population | 500,000 |
| Online sales rights | Restricted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Optional |
| Non-compete (years)ℹ | 2 years |
| Right of first refusalℹ | Yes |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Curable defaultsℹ | 1 |
| Mandatory arbitration | Yes |
| Arbitration location | Sacramento County, California |
| Jury trial waiver | Yes |
| Governing law | State where Office is located |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation required to be disclosed
Items 10, 11
Training & Operations
- Classroom training
- 52 hrs
- On-the-job training
- 28 hrs
- Training location
- On-site and corporate
- Franchisor financing
- Offered
- Item 10
Items 5 & 11
Franchisor Support
Item 20 · call current owners
Franchisee Contacts
7 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
Tax Tiger · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a Tax Tiger franchise?
The total investment to open a Tax Tiger franchise ranges from $198K – $666K, with an initial franchise fee of $50K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do Tax Tiger franchise owners earn?
Tax Tiger does not disclose average franchise owner earnings in their FDD Item 19. Not all franchisors are required to make financial performance representations. We recommend asking existing franchisees directly about their financial experience.
What is Tax Tiger's franchise failure rate?
SBA 7(a) loan charge-off data is not available for Tax Tiger (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many Tax Tiger franchise locations are there?
As of their most recent FDD filing, Tax Tiger has 3 total units in the United States, including 2 franchised units and 1 company-owned units.
Is Tax Tiger a good franchise to buy?
FranchiseVerdict rates Tax Tiger as a B-grade franchise with a risk score of 62 out of 100, based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.