Jackson Hewitt Tax Service

Home
Financial Services
Tax

Jackson Hewitt Tax Service

Jackson Hewitt Tax Service Franchise FDD, Costs & Fees (2025)

Jackson Hewitt Tax Service provides professional tax preparation services, offering individuals and businesses reliable and accurate tax filing assistance to maximize refunds and minimize liabilities.

Jackson Hewitt Tax Service is a leading tax-preparation franchise in the United States. It was founded in 1982 in Norfolk, Virginia, by John T. Hewitt after he purchased Mel Jackson’s Tax Service.

The company is now headquartered in Jersey City, New Jersey. Jackson Hewitt began franchising in 1986, just as electronic filing was gaining traction with the IRS.

The brand quickly expanded and became known for its accessible and affordable tax services. Its wide presence and convenient storefronts make it a go-to option during tax season for many Americans.

Jackson Hewitt offers services such as federal and state tax preparation, audit assistance, refund advance loans, and amendment filing. It uses its proprietary ProFiler® software to ensure accuracy and speed. The franchise also offers a Lifetime Accuracy Guarantee and a Biggest Refund Guarantee, setting it apart from many competitors.

Initial investment

Here's what you would need to invest if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.

Type of Expenditure Amount
Application Fee $500
Initial Franchise Fee $50,000
Travel/Living Expenses While Training $1,200 to $1,500
Lease Payments $4,500 to $16,000
Leasehold Improvements $0 to $2,500
Equipment & Signs $30,000 to $35,000
Insurance $850 to $2,000
Initial Advertising $5,000
Additional Funds – 3½ months $3,000 to $12,000
Miscellaneous $1,000 to $3,000
Total $96,050 to $127,500
Type of Expenditure Amount
Application Fee $500
Initial Franchise Fee $50,000
Travel/Living Expenses While Training $1,200 to $1,500
Lease Payments $4,500 to $16,000
Leasehold Improvements $0 to $2,500
Equipment & Signs $30,000 to $35,000
Insurance $850 to $2,000
Initial Advertising $5,000
Additional Funds – 3½ months $3,000 to $12,000
Miscellaneous $1,000 to $3,000
Total $96,050 to $127,500

Franchise Disclosure Document

Competitors

Below are some of

Jackson Hewitt Tax Service

key competitors in the

Tax

sector.

Franchise
Franchisees
Initial fee
Total investment
Revenue
Upgrade
Gross Profit
Upgrade
EBITDA
Upgrade

3092

New
+
-16%
-16%

$50,000

$96,000

$128,000

n.a.

$96,000

$xxx,xxx

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Access the most comprehensive franchise database

For franchisees

Find the best franchises to invest into

For franchisors

Compare your brand to competitors

Upgrade to Pro to get access to:
Total investment

?

Revenue (AUV)

?

Revenue growth (last 3 years)

?

Profit margin

?

Franchise Disclosure Documents
Advanced filtering and sorting
Watchlist

?

Priority support

?

See our plans

A comprehensive and transparent look at franchising finances. The inclusion of profit margins and disclosure documents offers insights you can’t find elsewhere. Essential for anyone considering a franchise investment.

Darren M.

Franchisee

Been waiting for years for this. All the most important franchises and their latest Franchise Documents to download. The team also updates the franchises very quickly.

Emily V.

Franchisee

Number of units

Training

Jackson Hewitt provides a structured training program for new franchisees designed to familiarize them with the business operations and ensure operational consistency across locations. Here’s a breakdown of the training provided by the franchisor:

  1. New Leader Academy (NLA):
    This is the primary training program, which blends various learning methods including live instructor-led classroom sessions, online modules (both pre- and post-classroom), resource documents, and conference calls. It introduces franchisees to the company’s systems, tools, and operational processes. Each new franchisee gets two complimentary reservations for the five-day in-person training in Sarasota, Florida. Additional attendees (like a spouse or a business representative) can join if space allows.
  2. Online and On-the-Job Training:
    The training includes 5 hours of pre-classroom online training, 25 hours of post-classroom online modules, and a range of additional online sessions covering topics such as ethics, financial product compliance, and client experience. These sessions are mandatory and form part of the onboarding process.
  3. Management Training Requirement:
    If the franchisee does not manage the location personally, the designated manager must also complete the full training to ensure compliance with Jackson Hewitt’s operational standards.

Territory Protection

Jackson Hewitt grants franchisees a defined Territory within which they are authorized to operate, advertise, and promote their franchised business. The specific boundaries of the Territory are established in the Franchise Agreement and detailed in its Schedule A.

This exclusivity, however, is not absolute and is subject to several conditions and limitations described further in the agreement and disclosure. While Jackson Hewitt does offer a designated Territory, the protection it provides is limited.

The franchisor reserves the right to offer services through various channels, including the internet and national partnerships, which could result in overlap within a franchisee’s Territory.

Competitors

Ledgers

Ledgers is an accounting and bookkeeping franchise that provides tax preparation, payroll, and financial consulting services to small and medium-sized businesses.

Franchisees

?

4
+
-43%
-43%
Investment

?

$28,000 - $70,000

Fiesta Insurance

Fiesta Insurance provides affordable auto, home, and business insurance with a focus on serving Hispanic and multicultural communities.

Franchisees

?

219
+
-11%
-11%
Investment

?

$88,000 - $172,000

Liberty Tax Service

Liberty Tax Service offers professional tax preparation services, helping individuals and businesses maximize their tax refunds and ensure compliance with tax laws.

Franchisees

?

1813
+
-15%
-15%
Investment

?

$42,000 - $61,000

Transworld Business Advisors

Transworld Business Advisors specializes in business brokerage and franchise consulting services, assisting clients in buying or selling businesses and exploring franchise opportunities to achieve their entrepreneurial goals.

Franchisees

?

452
+
19%
19%
Investment

?

$104,000 - $131,000

Supporting Strategies

Supporting Strategies provides outsourced bookkeeping and operational support services, helping businesses manage their finances and streamline operations.

Franchisees

?

98
+
-2%
-2%
Investment

?

$75,000 - $98,000

Paramount Tax & Accounting

Paramount Tax & Accounting is a franchise offering tax preparation and accounting services, providing expert financial guidance and support to individuals and businesses.

Franchisees

?

54
+
157%
157%
Investment

?

$72,000 - $157,000