ATAX Accounting & Financial

Overview: ATAX Accounting & Financial Services is a national tax preparation and business services company specializing in tax, bookkeeping, payroll, and business formation services for individuals and small businesses. Founded in 1986 in New York City, ATAX has grown from a single storefront in the Bronx to a franchise network with over 60 locations across the United States as of 2025. The company is known for serving diverse communities, particularly Hispanic and immigrant populations, with bilingual staff and culturally tailored services.

Products: ATAX offers a comprehensive suite of services including personal and business tax preparation, bookkeeping, payroll processing, business incorporation, and IRS representation. The company also provides year-round support for small business owners, helping them manage compliance and financial planning. Franchisees receive proprietary training and access to ATAX’s technology platform, which streamlines tax filing and client management.

Market Position: ATAX positions itself as a leading minority-owned tax preparation franchise, with a strong presence in urban and suburban markets with significant Hispanic populations. The company differentiates itself through bilingual service, community engagement, and a focus on underserved markets. ATAX competes with national brands like H&R Block and Jackson Hewitt but emphasizes personalized service and local ownership. The brand has received recognition in franchise industry rankings and has been featured in outlets such as Entrepreneur and Franchise Times.

Growth: Since launching its franchise program in 2007, ATAX has expanded steadily, targeting both new and existing entrepreneurs interested in the tax and financial services sector. The company’s growth strategy includes expanding into new states, increasing brand awareness through digital marketing, and supporting franchisees with ongoing training and operational support. In 2019, ATAX was acquired by Loyalty Brands, a franchise platform company, which has accelerated its expansion and provided additional resources for franchise development. As of 2025, ATAX continues to seek new franchisees in key growth markets across the U.S.

Real Estate: ATAX locations are typically found in high-traffic retail centers, urban storefronts, and neighborhood shopping plazas. The preferred store format is a 1,000–1,500 square foot office with prominent signage and easy access for walk-in clients. Locations are often situated in areas with high population density and strong small business activity. The company seeks sites with ample parking, visibility, and proximity to complementary businesses such as check cashing, insurance, and grocery stores. ATAX’s real estate team works closely with franchisees to identify and secure optimal locations, leveraging demographic data and local market analysis.