Tax Services

Liberty Tax

Virginia Beach, VA · Founded 1996 · LTBX

JTH Tax LLC d/b/a Liberty Tax Service offers franchises to operate income tax preparation offices using its marks and proprietary business methods in specified geographic territories.

Read the 2026 FDD ↗www.libertytax.com ↗

2026 Franchise 500

#402

1,663

units (2025)

-5.7%

year over year

Units by Year

2,256

2021

2,105

2022

1,885

2023

1,764

2024

1,663

2025

Total outlets at year end, from FDD Item 20.

The Investment

Initial investment

$49,700 – $71,400

FDD Item 7

Franchise fee

$25,000

FDD Item 5

Ad fund

FDD Item 6

Financial performance

Yes

FDD Item 19 disclosure

Royalty

14% of Gross Receipts

Leadership

Scott Terrell
Chief Executive Officer
Michael Miller
Chief Operating Officer
William Harvey
Chief Legal Officer and General Counsel
Rory Walters
Chief Accounting Officer
Kyle Sawai
Chief Marketing Officer
Kassie Rangel
Chief Information Officer
David Allen Dulaney
Senior Vice President of Support and Compliance and Compliance Counsel
Timothy Magerle
Senior Vice President of Operations
Brian Ashcraft
Vice President of Franchise Development
Jessie Seaman
Vice President of Tax Support

On File

FDD years

2026 2025

Select a year to open the FDD

Franchisee records

1,598

Current roster rows

Signed, not open

FDD Item 20, Table 5

Franchising for

28 yrs

Franchise Disclosure Documents

PDFLiberty Tax FDD 2026Most recent · opens in a new tab PDFLiberty Tax FDD 2025Opens in a new tab

Units by Year

The Investment

Leadership

On File

Franchise Disclosure Documents

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