What will I receive as part of the smart tax franchise system?

You will have up to 5 days of training at our Smart Tax Corporate Headquarters. In addition, we will provide up to 1 day of onsite help at your own location. You will have access to all Smart Tax operational procedures, software and other exclusive tools. We will provide you with a copy of our confidential operations manual to help you run your business effectively. Best of all, you’ll have the support of our central corporate office both during the and after the tax season. We’ll be there to provide direct support to your clients if needed allowing you to enjoy your off season.

What type of prior experience do i need to have?

Most importantly, we look for candidates who understand the importance of client service. Management skills are also important when running your own business, especially when opening and operating both single and multiple locations. It is not necessary to have previous experience in tax preparation. Regardless of your skills or background, we will provide the tools and training you need to run your own Smart Tax locations.

How much will smart tax franchise investment cost me?

The estimated required investment for a single-unit franchise can range between $36,650 and $93,600, which will include the franchise fee of $20,000. Franchise fees are reduced for multi-unit agreements. Smart Tax also has conversion options available for existing tax professionals, if you qualify the franchise fee can be waived.

Are there ongoing fees paid to the franchisor?

Franchisees will be required to pay royalties of 15% of revenues and will be required to spend a minimum of $1,500 per year on local marketing. In their second year, franchisees also contribute 3% of their revenues toward a system wide marketing fund. Funds are used to develop marketing strategies to promote the Smart Tax® brand as well as to fund the creative costs incurred in order to develop local franchise marketing materials.

Is financing available?

We do not offer financing; we will defer half of the initial franchise fee until the end of the tax season.

What is the term of the franchise agreement?

The initial term of your franchise agreement is 5 years, with 3 subsequent 5-year renewal terms.

How do I get started?

Call us at 800-991-0908 to set up a discovery day at our corporate office and meet with key members of our Smart Tax Franchise Development Team.

Find Out More

For additional information on Smart Tax franchise program, click here to visit our FAQ page, request a brochure or call us at:


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