Own a Tax Office Backed by a Trusted Brand
Start or Grow Your Business with ATAX in San Diego, CA — backed by proven marketing systems, bilingual support, and real community — led by the Grand Daddy of Taxes John Hewitt.
ATAX is growing fast. Don’t let someone else open in your backyard.
Who is ATAX
ATAX is more than just a tax preparation service—it’s a proven, franchise-driven business opportunity with a focus on community, support, and growth. Founded in 1986, ATAX has built a trusted reputation for delivering expert tax services to individuals and businesses, particularly in underserved communities.
In 2016, ATAX partnered with Loyalty Brands, led by industry icon John Hewitt, who has brought over 5,000 franchisees into the tax industry. Since then, our growth has been exponential—making ATAX one of the most promising opportunities in the tax preparation and financial services franchise space.
ATAX’s success is driven by a strong, franchise-focused model, which includes bilingual support and a commitment to customer satisfaction.
With over 125 locations nationwide, ATAX has become a leader in the financial services industry, offering a comprehensive range of services including tax preparation, bookkeeping, payroll, and business formation.
Our mission is to empower franchisees with the tools, support, and resources they need to succeed, while also helping individuals and small businesses navigate their financial journeys.
Whether you're a seasoned entrepreneur or looking to start your own business, ATAX offers the opportunity to own a business with purpose.
Join us and be part of a growing network of franchisees who are making an impact in their communities and building successful, profitable businesses.
What Do ATAX Franchisees Say
Converted Tax Pro Story - Enrique Medina
New Franchisee Story - Flor Paulino
Converted Tax Pro Story - Miguel Fierro
New Franchisee Story - Digna Cueto
This Opportunity Is Perfect If You’re:
✅ An experienced tax preparer looking to grow
Expand your reach with national branding, powerful free software, and real back-office bilingual support — including help with marketing, operations, and access to Enrolled Agents for tough tax questions.
✅ A first-time entrepreneur seeking a proven system
Start with confidence using a step-by-step franchise model designed for beginners — over 56 years in the making.
✅ Running an insurance business and want to offer tax prep
Add a profitable, seasonal service that brings new clients through your doors every year. These are the two services everyone needs — insurance and tax preparation.
This Opportunity Is Not Perfect If You’re:
❌ Those looking for a get-rich-quick scheme
We're building something real—with real impact and real profit—but it takes effort and commitment
❌ You expect overnight results with zero effort
This is a legit business, not a lottery ticket. Success takes time, consistency, and hustle—just like anything worth building.
❌ You dislike systems, processes, or following proven models.
ATAX thrives on a structured, tried-and-true system that empowers success. If you prefer to work without a roadmap, this may not be the right fit for you.
What do you get when you join ATAX?
🧩 Proven Business Model
Operate a seasonal business with year-round revenue streams, including tax preparation, bookkeeping, payroll, and more.
🎓 Comprehensive Training
Receive initial and ongoing training in tax preparation, compliance, marketing, sales, and business operations—no prior experience needed.
📣 Bilingual Marketing Support
Access marketing campaigns tailored for both English and Spanish-speaking communities, enhancing your reach and engagement.
🛠️ Tools & Technology
Utilize top-tier tax software, and back-end systems designed for efficient and scalable operations.
🧑💼 Unlimited Access to
Enrolled Agents
Gain direct, unlimited access to licensed Enrolled Agents for expert support on complex tax scenarios.
💼 Multi-Revenue
Stream Opportunity
Offer services that keep clients returning year-round, such as bookkeeping, payroll, and business consulting.
🌎 National Brand Recognition
Be part of a trusted brand with over 125 locations nationwide, backed by Loyalty Brands and industry leader John Hewitt.
🤝 Ongoing Coaching & Support
Benefit from personalized support, regional check-ins, and a community of franchisees committed to mutual success.
You don’t want to be the person who says,
‘I wish I had started sooner.'
Steps To Be Part Of ATAX
Schedule An Introductory Call
Let’s chat about your goals and how we can support them—whether you’re looking to grow your existing tax business or explore franchise ownership, we’re here to guide you every step of the way
Sign Up For Our Franchisee Q&A Webinar
No pressure, just answers—come learn more about the ATAX franchise opportunity, hear real stories from current owners, and get a feel for whether this path might be right for you.
Sign up for the webinar with ATAX's CEO & President.
Sign up for the webinar with ATAX’s CEO, Alberto Ortiz—formerly with H&R Block for 12 years managing hundreds of offices. No sales, just real talk about franchising, growth, and what it’s like to be part of the ATAX family.
Call with John Hewitt, CEO & Founder of Loyalty Brands.
Join a call with John Hewitt, CEO & Founder of Loyalty Brands—get insights from the industry legend behind Jackson Hewitt and Liberty Tax, and learn why he believes in the ATAX franchise model
Review available franchise demographic and mapping information and we will help select a territory
We’ll help you find the best area to grow your business and maximize your potential. Whether you're looking for high-demand locations or untapped markets, we've got you covered.
Invitation to officially apply for the franchise.
Once you're ready to take the next step, you'll apply to officially join the ATAX franchise family and start your journey toward business ownership.
Leadership Team
JOHN T. HEWITT, CEO OF ATAX
John T. Hewitt is an accomplished entrepreneur with over 56 years of experience in the tax and business services industry. He is best known for founding Jackson Hewitt and Liberty Tax Service, revolutionizing tax preparation with innovative software and pioneering the use of technology in the industry. Has brought in over 5,000 franchises.
Hewitt has received numerous accolades, including International Franchise Association Entrepreneur of the Year (2006) and Accounting Today’s Top 100 Most Influential People (2000-2012). He has founded two Top 100 retail franchise chains and continues to inspire as a leader in innovation and business growth.
ALBERTO CONTRERAS, GROWTH DIRECTOR
Alberto Contreras, the current Growth Director for ATAX and your Area Representative for ATAX here in San Diego.
With 9 years of experience in the tax industry, I’ve helped over 30,000 tax businesses grow and thrive. In my previous role, I had the opportunity to work directly with the CEO of a 6-office tax firm that did over 10,000 returns. I understand what it takes to succeed, which is why I’m so excited to help others grow their own businesses with ATAX.
Whether you're just starting or already running a tax or insurance business, this franchise model provides all the tools and support you need to scale. From national branding and proven systems to bilingual back-office assistance, we’re here to make growing your business easier.
Included With ATAX Franchise:
✅ National Brand
✅ Year-Round Tax Support
✅ IT Support
✅ Free Tax Prep Software
✅ Client Bank Products
✅ Operations Support
✅ Marketing Playbook & Support
✅ Networking & Teamwork
✅ Social Media Tools & Systems
✅ Back-Office System
✅ Vendor Access
✅ Staffing Help
✅ ATAX Live
✅ National Convention
❌ You’re on your own without ATAX.
Territories Are Going Fast in San Diego County!
Spots are filling fast — once a territory is taken, it’s off the table.
In this world nothing can be said to be certain, except death and taxes.
Prime zip codes available now
Options for seasonal or year-round business models
Best support team in the industry
Ready to take the first step towards a new future?
Last year we awarded over 25 new franchises. Will this be your year?
Be the one to bring ATAX to your city before someone else does.
Frequently Asked Question
How are you different from other tax franchises?
We provide Innovative & Proven Business Model generating year-round revenue. We provide Small Business services, in addition to Individual & Corporate Tax Preparation, Bookkeeping, Payroll, Sales Tax, Incorporation Services and more.
How long will it take before my office opens?
Anywhere from 60-90 days from the time of disclosure of our “FDD” Franchise Disclosure Document.
Do you offer site selection assistance?
Yes. Site selection, lease negotiations, and all demographics of the location. Provided by our Outsourced Real Estate partners.
What commitment do you require of me? How many years?
10 Year Agreement, with an additional 10 year renewal period.