Franchise Facts Report → brands → ATAX (Unit)
ATAX (Unit) franchise — is it worth it?
High risk Significant turnover Item 19 disclosed
ATAX (Unit) is a financial services franchise with a relatively low initial investment range of $59,150 to $89,000, but it carries a high-risk profile.
Everything below is free, read straight off ATAX (Unit)'s registered filing, with where the numbers land against financial services peers. Weighing ATAX (Unit) against other options? Get a free shortlist of franchises that fit your budget.
Figures above are as disclosed in ATAX (Unit)'s most recent FDD (registered 2026). Source: Wisconsin Dept. of Financial Institutions — Franchise Registration · filing 641357 — check it yourself. See every other Wisconsin-registered franchise.
Considering ATAX (Unit)? See what else fits your budget
Tell us your budget and the industries you're open to. We'll match you with 5–10 franchises whose own FDDs fit — ranked by earnings disclosure, growth and closure rate — and email you the list. ATAX (Unit) will be on it if it fits.
How much does a ATAX (Unit) franchise make?
ATAX (Unit) is one of the franchisors that answers this on the record: its most recent FDD makes an Item 19 financial performance representation — actual unit earnings figures, disclosed by the franchisor itself. The headline figure did not machine-read cleanly from this filing, so we don't print one; Item 19 of the source FDD has the tables. See every financial services brand that discloses earnings in the Financial services franchises with disclosed Item 19 earnings ranking.
ATAX (Unit) franchise profit vs. revenue
Revenue is not profit. An Item 19 almost always reports sales — what a location takes in — not what an owner keeps. Out of that number come ATAX (Unit)'s 14% royalty, the ad fund, rent, payroll, supplies and debt service. No FDD tells you a ATAX (Unit) franchise's profit, because profit depends on your site, your rent and how you run it — so treat any "ATAX (Unit) franchise profit" figure quoted elsewhere as someone's estimate, not a disclosure.
ATAX (Unit) lawsuits & legal history (FDD Item 3)
ATAX (Unit)'s most recently filed Franchise Disclosure Document (2026) does disclose 9 legal proceedings in Item 3 . Item 3 is the item where a franchisor must put its material legal history on the record. Two things it is not: it covers the franchisor and its predecessors, parents and affiliates, so a disclosed case is not necessarily a suit against ATAX (Unit) itself; and a disclosure is a fact, not a finding of wrongdoing — most entries are contract disputes with former franchisees, which every large system accumulates. 2 of those proceedings were brought by franchisees against the franchisor — the split that actually matters, because franchisees suing their franchisor is the signal a buyer is looking for. Item 3 of the source FDD describes each case.
ATAX (Unit) closures & failure rate
Before you sign, ATAX (Unit) will hand you a list of current owners to call as references — and they choose who's on that list. It won't include the owners who quit, got bought out, or were forced out last year. The FDD does report that number, even though the reference list leaves those people off. Below is what ATAX (Unit)'s most recent filing shows, and whether it's normal for a financial services of this kind.
The closest thing an FDD has to a failure rate is Item 20 — outlet openings, closures, terminations and non-renewals, reported by the franchisor. ATAX (Unit)'s latest tables show significant franchisee turnover. Its franchised-outlet closure rate — closures, terminations and non-renewals against outlets — is 19%, against a financial services median of 8.1% — worse than the category. Net franchised outlets moved -5 to 111 in the latest reported year.
Who owns ATAX (Unit)?
ATAX (Unit)'s franchise is offered by ATAX LLC d/b/a ATAX — the franchisor named on the cover of its most recently filed Franchise Disclosure Document (2026), and the entity a franchisee actually signs with. That name comes straight off the filing at WI DFI; it identifies the franchisor, not necessarily the ultimate parent company behind it. The same franchisor files separate FDDs for other brands, which is worth knowing — sibling brands share a franchise-support organization but disclose their own numbers:
Financial services franchises at a similar investment level
Anyone weighing ATAX (Unit) is really weighing it against the other brands their money could go into. These are the closest by total initial investment (FDD Item 7), each with its own FDD-based page.
ATAX (Unit) franchise — frequently asked
Who owns ATAX (Unit) — who is the franchisor?
ATAX (Unit)'s most recently filed FDD (2026) names ATAX LLC d/b/a ATAX as the franchisor — the entity you would actually sign the franchise agreement with, as stated on the disclosure document itself. The same franchisor also files FDDs for ATAX (Area Representative). A registry filing names the franchisor, not necessarily its ultimate parent company.
How much does a ATAX (Unit) franchise cost?
ATAX (Unit)'s most recently filed FDD (Item 7) puts the total estimated initial investment at $59,150 – $89,000, with an initial franchise fee of $35,000 and a 14% royalty. That price is the franchisor's own estimate of what it takes to open, not a quote. Against financial services peers it sits in the upper quartile (median $91,125).
How much profit does a ATAX (Unit) franchise make?
ATAX (Unit) discloses unit earnings in Item 19, but that figure is revenue — sales — not profit. Royalties (14% of gross for ATAX (Unit)), the ad fund, rent, payroll and supplies all come out of it, and no FDD discloses what an owner nets. Any ATAX (Unit) franchise profit number quoted elsewhere is an estimate.
Does ATAX (Unit) disclose financial performance (Item 19)?
Yes — ATAX (Unit) reports unit-level earnings in Item 19. The headline figure did not machine-read cleanly, so check Item 19 of the source FDD for the numbers.
Are there lawsuits against ATAX (Unit)?
ATAX (Unit)'s most recently filed FDD (2026) discloses 9 legal proceedings in Item 3. Item 3 covers the franchisor, its predecessors, parents and affiliates — so a disclosed case is not necessarily a suit against ATAX (Unit) itself, and a disclosure is not a finding of wrongdoing. 2 of the disclosed proceedings were brought by franchisees against the franchisor.
Is ATAX (Unit) a good franchise to buy?
Nobody can answer that from ATAX (Unit)'s numbers alone — it comes down to how its investment, earnings, litigation and franchisee churn stack up against financial services peers and against your own budget. Our read on this filing is high risk. Every figure behind that read is on this page for free. If you're comparing options, the free shortlist on this page matches you with 5–10 franchises that fit your budget and industry.
Get a free email when something changes on ATAX (Unit) or financial services: a new FDD registration, a new lawsuit, an outlet count that shifts, or Item 19 earnings going from undisclosed to disclosed. Pulled straight from the same state registries this page is built on.