ATAX vs Liberty Tax Service
Franchise Comparison 2026
Both ATAX and Liberty Tax Service are financial services franchises. ATAX requires an investment of $59K – $89K while Liberty Tax Service requires $50K – $71K. In terms of revenue, Liberty Tax Service reports higher average unit revenue at $165K. Liberty Tax Service has SBA lending data on file with a 11.7% charge-off rate. FranchiseVerdict rates ATAX B (Above average) and Liberty Tax Service A (Strongest tier).
| Metric | ATAX | Liberty Tax Service |
|---|---|---|
| Verdict Grade | BAbove averageAbove average | AStrongest tierStrongest tier |
| Investment Range | $59K – $89K | $50K – $71K |
| Franchise Fee | $35K | $25K |
| Royalty Rate | Royalty Fee is 14% of Gross Revenues, payable weekly (subject to a minimum annual royalty). | 14.0% |
| Average Revenue (Item 19) | $111K | $165K |
| SBA Charge-Off Rate | Limited data | 11.7% (264 loans) |
| Total Units | 117 | 1,663 |
| Unit Growth (YoY) | N/A | N/A |
| Year Began Franchising | 2019 | 1997 |
| FDD Year | 2025 | 2026 |
Investment Range
$59K – $89K
$50K – $71K
Franchise Fee
$35K
$25K
Royalty Rate
Royalty Fee is 14% of Gross Revenues, payable weekly (subject to a minimum annual royalty).
14.0%
Average Revenue (Item 19)
$111K
$165K
SBA Charge-Off Rate
Limited data
11.7% (264 loans)
Total Units
117
1,663
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
2019
1997
FDD Year
2025
2026