Jackson Hewitt Tax Service vs Liberty Tax
Health & Performance
FPI Score | 60/100 | 60/100 |
Health Tier | Moderate | Moderate |
Confidence | N/A | N/A |
Lending Trend | Declining | Declining |
SBA Lending
SBA Loans | 195 | 287 |
SBA Volume | — | — |
Default Rate | 3.6% | 9.4% |
Peer Tier | major | major |
Investment & Costs
Total Investment | $25K – $364K | $42K – $79K |
Franchise Fee | $25K | $40K |
Royalty Rate | 15% | 14% |
Ad Fund | 6.5% | 5% |
Liquid Capital | $100K | $50K |
Net Worth Required | $500K | $100K |
Financial Performance (Item 19)
Item 19 Status | Not Disclosed | Not Disclosed |
System Size & Operations
Total Units | 158 | 220 |
Franchised Units | 158 | 220 |
Company-Owned | — | — |
Term Length | 10 yrs | 5 yrs |
Brand Information
Year Founded | 1982 | 1997 |
Franchising Since | N/A | 1997 |
Years Franchising | N/A | 29 yrs |
Headquarters | DALLAS, TX | BROOKELAND, TX |
Category | Tax Preparation Services | Tax Preparation Services |
Website | ||
FDD Year | 2025 | 2025 |
Need Funding for Jackson Hewitt Tax Service or Liberty Tax?
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About These Franchises
Jackson Hewitt Tax Service vs Liberty Tax: Franchise Funding Comparison
Comparing Jackson Hewitt Tax Service and Liberty Tax is about more than brand preference — it's about which franchise fits your financial profile and funding strategy. Investment ranges from $25K to $364K.
Both brands have active SBA lending histories — Jackson Hewitt Tax Service with 195 SBA loans and Liberty Tax with 287. This means proven lender acceptance and established underwriting paths for franchise buyers.
SBA 7(a) loans are the most common franchise funding vehicle, offering up to $5M with as little as 10% down. PeerSense connects franchise buyers with the specific lenders who have approved loans for these brands — not generic referrals, but lenders with actual franchise lending track records.
Data sourced from SBA loan records, Franchise Disclosure Documents, and public filings. Updated regularly. Not financial advice — consult with a lending professional before making investment decisions.