ATAX

Franchise Information

Analyzed filing: MN · File #528898972
Filed: May 27, 2026
FDD Issued: Jun 29, 2026
Extracted: Aug 24, 2026
Analyzed
Franchisor Details
Name: ATAX LLC d/b/a ATAX
Parent: Loyalty, LLC
Address: 780 Lynnhaven Parkway, Suite 240, Virginia Beach, VA 23452
Phone: 888-268-0321
Website: www.ATAX.com
Franchising Since: 2019
Industry & Qualifications
Industry
Financial Services
Veteran Discount
10.0%
Franchise Fee
$100,000 - $500,000
Royalty
Not disclosed
Total Investment
$101K - $524K
Initial Term
10 years
Renewable
Outlet Information
Total Outlets (2025)
32
Franchised
32
Opened (Last Year)
+2
Closed (Last Year)
-6
Churn Breakdown (Last Year)
Terminations
4
Non-Renewals
0
Ceased Ops
2
Transfers
0
Reacquired
0
Item 19 (Financial Performance)
Not Disclosed
Franchisor states it does not make any representations about franchisee's future...
Legal History
Litigation: Yes
Pending: Lubert/Martinson v. Hewitt, ATAX, and Loyalty (fraud, conversion, fiduciary breach; trial M...
Number File name Source State Filing Date Actions
528898972 MN_36367-202604-01_atax-llc.pdf
Canonical 2026 analysis · newest filing
MN May 27, 2026 Restricted
755713197 MN_36366-202604-03_atax-llc.pdf
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MN May 27, 2026 Restricted
1554019460 MN_36366-202604-07_atax-llc.pdf
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MN May 27, 2026 Restricted
1839940029 MN_36367-202604-02_atax-llc.pdf
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MN May 27, 2026 Restricted
1024926060 MN_33914-202504-01_atax-llc.pdf
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MN Jun 10, 2025 Restricted
1541581086 MN_34331-202506-02_atax-llc.pdf
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MN Jun 10, 2025 Restricted
846614223 MN_34330-202506-03_atax-llc.pdf
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MN Jun 10, 2025 Restricted
2041548988 MN_33913-202504-07_atax-llc.pdf
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MN Jun 10, 2025 Restricted
1297026018 MN_33914-202504-07_atax-llc.pdf
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MN Jun 10, 2025 Restricted
254182 437690_Franchise__ATAX___Area_Representative_EF_New York_254182.pdf
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NY Apr 24, 2025
FDD issue date
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236990 437690_Franchise__ATAX___Area_Representative_EF_Maryland_236990.pdf
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MD Apr 24, 2025
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227631 437690_Franchise__ATAX___Area_Representative_EF_Illinois_227631.pdf
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IL Apr 24, 2025
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236137 437690_Franchise__ATAX___Area_Representative_EF_Virginia_236137.pdf
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VA Apr 24, 2025
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254165 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_254165.pdf
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NY Apr 24, 2025
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237003 437686_Franchise__ATAX___Single_Unit_EFDID__437_Maryland_237003.pdf
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MD Apr 24, 2025
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227608 437686_Franchise__ATAX___Single_Unit_EFDID__437_Illinois_227608.pdf
Canonical 2025 analysis
IL Apr 24, 2025
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638692 638692_atax-llc-d-b-a-atax.pdf
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WI Apr 24, 2025
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638693 638693_atax-llc-d-b-a-atax.pdf
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WI Apr 24, 2025
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31426 CA_31426.pdf
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CA Dec 24, 2024 Restricted
31430 CA_31430.pdf
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CA Dec 24, 2024 Restricted
1079763094 MN_31279-202404-05_atax-llc.pdf
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MN Jun 28, 2024 Restricted
876562008 MN_31277-202404-06_atax-llc.pdf
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MN Jun 28, 2024 Restricted
1166823821 MN_31277-202404-07_atax-llc.pdf
Canonical 2024 analysis
MN Jun 28, 2024 Restricted
361009869 MN_31279-202404-01_atax-llc.pdf
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MN Jun 28, 2024 Restricted
1751823968 MN_31277-202404-10_atax-llc.pdf
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MN Jun 28, 2024 Restricted
151057 437690_Franchise__ATAX___Area_Representative_EF_New York_151057.pdf
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NY Apr 17, 2024
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174201 437690_Franchise__ATAX___Area_Representative_EF_Maryland_174201.pdf
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MD Apr 17, 2024
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161657 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_161657.pdf
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VA Apr 17, 2024
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150833 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_150833.pdf
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NY Apr 17, 2024
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174204 437686_Franchise__ATAX___Single_Unit_EFDID__437_Maryland_174204.pdf
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MD Apr 17, 2024
FDD issue date
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27418 CA_27418.pdf
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CA May 11, 2023 Restricted
66833 437690_Franchise__ATAX___Area_Representative_EF_Virginia_66833.pdf
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VA Mar 29, 2023
FDD issue date
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72358 437690_Franchise__ATAX___Area_Representative_EF_New York_72358.pdf
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NY Mar 29, 2023
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63923 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_63923.pdf
Canonical 2023 analysis
VA Mar 29, 2023
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68565 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_68565.pdf
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NY Mar 29, 2023
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25520 CA_25520.pdf
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CA Oct 6, 2022 Restricted
25522 CA_25522.pdf
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CA Oct 6, 2022 Restricted
21348 CA_21348.pdf
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CA Sep 29, 2022 Restricted
36571 437690_Franchise__ATAX___Area_Representative_EF_Virginia_36571.pdf
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VA Aug 17, 2022
FDD issue date
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41369 437690_Franchise__ATAX___Area_Representative_EF_New York_41369.pdf
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NY Aug 17, 2022
FDD issue date
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36575 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_36575.pdf
Canonical 2022 analysis
VA Aug 17, 2022
FDD issue date
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41364 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_41364.pdf
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NY Aug 17, 2022
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34306 437690_Franchise__ATAX___Area_Representative_EF_Virginia_34306.pdf
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VA Apr 4, 2022
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18003 437690_Franchise__ATAX___Area_Representative_EF_New York_18003.pdf
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NY Apr 4, 2022
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34312 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_34312.pdf
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VA Apr 4, 2022
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18012 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_18012.pdf
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NY Apr 4, 2022
FDD issue date
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21347 CA_21347.pdf
Canonical 2021 analysis
CA Jun 14, 2021 Restricted
17930 CA_17930.pdf
Canonical 2020 analysis
CA Jun 18, 2020 Restricted
17931 CA_17931.pdf
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CA Jun 18, 2020 Restricted
Showing 1–49 of 49 files.
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