DFI DASHBOARD

ATAX

Franchise Information

Source: File #1166823821
FDD Issued: Apr 17, 2024
Extracted: Feb 21, 2026
Franchisor Details
Name: ATAX LLC
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
$17,500 - $35,000
Royalty
14.0%
Ad Fund: 3.00%
Total Investment
$63K - $79K
Outlet Information
Total Outlets
113
Franchised
111
Company-Owned
2
Opened (Last Year)
+20
Closed (Last Year)
-7
Churn Breakdown (Last Year)
Terminations
3
Non-Renewals
0
Ceased Ops
4
Transfers
2
Reacquired
0
Item 19 (Financial Performance)
Disclosed
Data presented in two tables: Table 1 (Second Tax Season: 16 outlets, Average $4...
Financial Performance (Item 19)
Avg Unit Volume
$170,285
Median
$94,751
Highest
$1,154,230
% Achieving Avg
35.3%
Sample Size
67 units
Legal History
Litigation: Yes
Pending: ATAX, LLC v. Annette Mercedes et al. (trade secrets, breach of contract). Concluded: JTH Ta...
Bankruptcy: None
Number File name Actions
18003 437690_Franchise__ATAX___Area_Representative_EF_New York_18003.pdf View · Download
18012 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_18012.pdf View · Download
34306 437690_Franchise__ATAX___Area_Representative_EF_Virginia_34306.pdf View · Download
34312 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_34312.pdf View · Download
36571 437690_Franchise__ATAX___Area_Representative_EF_Virginia_36571.pdf View · Download
36575 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_36575.pdf View · Download
41364 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_41364.pdf View · Download
41369 437690_Franchise__ATAX___Area_Representative_EF_New York_41369.pdf View · Download
63923 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_63923.pdf View · Download
66833 437690_Franchise__ATAX___Area_Representative_EF_Virginia_66833.pdf View · Download
68565 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_68565.pdf View · Download
72358 437690_Franchise__ATAX___Area_Representative_EF_New York_72358.pdf View · Download
150833 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_150833.pdf View · Download
151057 437690_Franchise__ATAX___Area_Representative_EF_New York_151057.pdf View · Download
161657 437686_Franchise__ATAX___Single_Unit_EFDID__437_Virginia_161657.pdf View · Download
174201 437690_Franchise__ATAX___Area_Representative_EF_Maryland_174201.pdf View · Download
174204 437686_Franchise__ATAX___Single_Unit_EFDID__437_Maryland_174204.pdf View · Download
227608 437686_Franchise__ATAX___Single_Unit_EFDID__437_Illinois_227608.pdf View · Download
227631 437690_Franchise__ATAX___Area_Representative_EF_Illinois_227631.pdf View · Download
236137 437690_Franchise__ATAX___Area_Representative_EF_Virginia_236137.pdf View · Download
236990 437690_Franchise__ATAX___Area_Representative_EF_Maryland_236990.pdf View · Download
237003 437686_Franchise__ATAX___Single_Unit_EFDID__437_Maryland_237003.pdf View · Download
254165 437686_Franchise__ATAX___Single_Unit_EFDID__437_New York_254165.pdf View · Download
254182 437690_Franchise__ATAX___Area_Representative_EF_New York_254182.pdf View · Download
638692 638692_atax-llc-d-b-a-atax.pdf View · Download
638693 638693_atax-llc-d-b-a-atax.pdf View · Download
361009869 MN_31279-202404-01_atax-llc.pdf View · Download
661379703 MN_34331-202506-01_atax-llc.pdf View · Download
730023151 MN_33913-202504-09_atax-llc.pdf View · Download
835249723 MN_31277-202404-09_atax-llc.pdf View · Download
846614223 MN_34330-202506-03_atax-llc.pdf View · Download
867658710 MN_34330-202506-02_atax-llc.pdf View · Download
876562008 MN_31277-202404-06_atax-llc.pdf View · Download
1024926060 MN_33914-202504-01_atax-llc.pdf View · Download
1079763094 MN_31279-202404-05_atax-llc.pdf View · Download
1166823821 MN_31277-202404-07_atax-llc.pdf View · Download
1297026018 MN_33914-202504-07_atax-llc.pdf View · Download
1362345847 MN_33914-202504-09_atax-llc.pdf View · Download
1541581086 MN_34331-202506-02_atax-llc.pdf View · Download
1751823968 MN_31277-202404-10_atax-llc.pdf View · Download
2041548988 MN_33913-202504-07_atax-llc.pdf View · Download
Showing 1–41 of 41 files.
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