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Liberty Tax Service - Unit franchise — is it worth it?

Medium risk Shrinking network Item 19 disclosed

Liberty Tax Service offers a financial services franchise opportunity with a relatively low initial investment.

Everything below is free, read straight off Liberty Tax Service - Unit's registered filing, with where the numbers land against financial services peers. Weighing Liberty Tax Service - Unit against other options? Get a free shortlist of franchises that fit your budget.

Figures above are as disclosed in Liberty Tax Service - Unit's most recent FDD (registered 2026). Source: Wisconsin Dept. of Financial Institutions — Franchise Registration · filing 640906 — check it yourself. See every other Wisconsin-registered franchise.

How much does a Liberty Tax Service - Unit franchise make?

Liberty Tax Service - 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 is $164,860 in average unit revenue — read it alongside what Item 19 says about which units it covers (often only mature or top-performing locations). See every financial services brand that discloses earnings in the Financial services franchises with disclosed Item 19 earnings ranking.

Liberty Tax Service - 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 Liberty Tax Service - Unit's 14% royalty, the ad fund, rent, payroll, supplies and debt service. No FDD tells you a Liberty Tax Service - Unit franchise's profit, because profit depends on your site, your rent and how you run it — so treat any "Liberty Tax Service - Unit franchise profit" figure quoted elsewhere as someone's estimate, not a disclosure. On $164,860 of revenue, a 14% royalty alone is about $23,080 a year before any other cost.

Liberty Tax Service - Unit lawsuits & legal history (FDD Item 3)

Liberty Tax Service - Unit's most recently filed Franchise Disclosure Document (2026) does disclose 32 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 Liberty Tax Service - 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.

Liberty Tax Service - Unit closures & failure rate

Before you sign, Liberty Tax Service - 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 Liberty Tax Service - 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. Liberty Tax Service - Unit's latest tables show a shrinking franchised network — more units left than opened. Its franchised-outlet closure rate — closures, terminations and non-renewals against outlets — is 5.3%, against a financial services median of 8.1% — at or better than the category. Net franchised outlets moved -149 to 1,537 in the latest reported year.

Who owns Liberty Tax Service - Unit?

Liberty Tax Service - Unit's franchise is offered by JTH Tax, LLC — 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.

Financial services franchises at a similar investment level

Anyone weighing Liberty Tax Service - 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.

Liberty Tax Service - Unit franchise — frequently asked