ATAX

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

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)

Franchised

Opened (Last Year)

Closed (Last Year)

-6

Churn Breakdown (Last Year)

Terminations

Non-Renewals

Ceased Ops

Transfers

Reacquired

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...

View filing:

Number	File name	Source State	Filing Date	Actions
34306	437690_Franchise__ATAX___Area_Representative_EF_Virginia_34306.pdf Alternate source copy	VA	Apr 4, 2022 FDD issue date	Restricted
18003	437690_Franchise__ATAX___Area_Representative_EF_New York_18003.pdf Alternate source copy	NY	Apr 4, 2022 FDD issue date	Restricted
34312	437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_34312.pdf Alternate source copy	VA	Apr 4, 2022 FDD issue date	Restricted
18012	437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_18012.pdf Alternate source copy	NY	Apr 4, 2022 FDD issue date	Restricted
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 Alternate source copy	CA	Jun 18, 2020	Restricted

Showing 51–57 of 57 files.