About ATAX Tax Service

We're More Than Just Numbers.

ATAX is a full-service national tax preparation and business services franchise. We offer many services to help you with your personal and business finances: Personal Taxes | Business Taxes | Bookkeeping | Payroll | Incorporation Services – Business structure creation, including C-Corp, S-Corp, LLC, Professional Corporation, and Not-for-Profit. Whether you need help untangling your personal finances or are simply overwhelmed in managing your business’ accounting needs, we would love to help you. ¡Estamos aquí para servir a nuestra comunidad!

It’s true, taxes are unavoidable. Every year, more people need help preparing their tax returns. And many business owners need services such as bookkeeping. So the demand for our services exists, no matter what is going on in the economy. That’s why we say ours is a “recession-resistant” industry.

When you become an ATAX Franchisee, you have access to the best business plan, platforms, marketing, and strategy built from the ground up by industry icon John Hewitt. 

Client Referrals:

Up to $50 when referring a new client to ATAX and the new client will receive up to $50 OFF their Tax Preparation services.

Please contact your ATAX location for more information. 

Franchise Referrals:

Single & Multi-Unit Referrals:

Up to $3,000 for new referrals that pay full in CASH or

Up to $1,500 for new referrals that FINANCE

Area Representative Referrals:

Up to $5,000 for new referrals who become Area Reps that pay full in CASH

Up to $3,000 for new referrals who become Area Reps that FINANCE

*Terms and Conditions

We pay anyone (a “Referral Payment”) who introduces a new qualified candidate to us who (i) purchases a unit or area representative franchised business from a franchisor offered by us; and (ii) pays in full the initial fees published in Item 5 (the “Initial Fee”) of the franchisor’s franchise disclosure document (“FDD”) (collectively, a “Qualified Candidate”). Anyone is eligible to promote and utilize this program; however, you must follow our rules when you submit a candidate to us and follow our terms and conditions to be eligible for payment. The Referral Payment is subject to our terms and conditions for Eligibility, Calculation, and Timing. Further, we retain the right to terminate this program at any time without notice to you and this program is void where prohibited by law. 

Eligibility: To be eligible for a Referral Payment, you must submit all required information on the Qualified Candidate to us in writing through online submission on the Get Paid by Loyalty Brands website (available at:  https://getpaidbyloyaltybrands.com/send-referral/ ). We do not pay any Referral Payment related to any candidate previously known by us. We are the sole determiner of whether a candidate was previously known by us. You must retain any confirmation provided by us and provide to us upon our reasonable request. Affiliate Conditions apply to our business partners, current franchisees, franchise brokers, employees, their spouses, and others associated with us or the participating franchisors (collectively, “Affiliates”).

Calculation: Your earnings potential is unlimited; however, the maximum amount for a single unit referral is $3,000 and the maximum amount for an area representative referral is $5,000 (each a “Maximum”). The total amount of any Referral Payment will not exceed $5,000 for a single Qualified Candidate. The Maximum will be paid by us to you when a Qualified Candidate pays us or our affiliate the full amount of the Initial Fee(s) in cash at the time they execute a franchise agreement.  

The Maximum will not be paid if any portion of the Initial Fee is borrowed (“Financed”) or the Initial Fee is Reduced (“Discounted”). The Initial Fee may be Financed or Discounted in our, or our affiliates, sole discretion. If any portion of the Initial Fee is Financed, the Maximum will be reduced to $1,500 for a single unit referral and $3,000 for an area representative referral. If the Initial Fee is Discounted, the Referral Payment will be reduced proportionately with the discounted amount. If collection of the Initial Fee is waived entirely, there will be no Referral Payment.  

Timing: No Referral Payment will be paid by us to you unless and until the Qualified Candidate referred by you to us has actually paid the Initial Fee. There is no guarantee that the Initial Fee will be paid. You will not be paid if the Initial Fee is not paid in full.

Affiliate Conditions: Referral Payments are not paid to Affiliates who, directly or indirectly, receive a commission or fee through any other agreement with us. For instance, you will not receive a Referral Payment if you refer a candidate to us as a franchise broker or sales employee. Likewise, you will not receive a Referral Payment as an area representative franchisee for referring a candidate to purchase a franchise in your area representative territory.

  • Low Initial Investment
  • Strong Brand Recognition
  • Hispanic Market Focus
  • Ongoing Training & Support
  • 140+ Years of Combined Experience
  • Year-Round Revenue 
  • Less Than 10 Employees to Start 
  • B2B & B2C component
  • Multiple Revenue Streams
  • Consulting, Finance or Accounting Experience is NOT Necessary!
  • The ATAX model has products and services for the franchisee to offer to customers, making it able to generate revenue year-round, bookkeeping, payroll, incorporation, etc.

ATAX Locations