Jackson Hewitt Tax Service
Source filing: WI · filed 2026-07-30
Item 5 — Initial franchise fee
$25,000 [p.14 · WI · 2026-07-30]
Item 6 — Recurring fees (royalty & advertising)
| Royalty Fee (Franchise Agreement, Existing Franchisee Expansion Program – Kiosks) | First Reporting Year—3% of Gross Volume of Business Second Reporting Year— 6% of Gross Volume of Business Third Reporting Year—9% of Gross Volume of Business Fourth and subsequent Reporting Years—15% of Gross Volume of Business [p.15 · WI · 2026-07-30] |
|---|---|
| Royalty Fee (Existing Franchisee Expansion Program – Storefront) | First Reporting Year—7% of Gross Volume of Business Second Reporting Year— 12% of Gross Volume of Business Third and subsequent Reporting Years—15% of Gross Volume of Business [p.15 · WI · 2026-07-30] |
| Royalty Fee (NFA Renewal Addendum) | 15% of Gross Volume of Business (or lower if your original franchise agreement provided for a lower royalty rate) [p.15 · WI · 2026-07-30] |
| Advertising Fee | 6.5% of Gross Volume of Business [p.15 · WI · 2026-07-30] |
| Unauthorized Advertising or Marketing Fee | $10,000 per instance [p.18 · WI · 2026-07-30] |
Full Item 6 schedule (including one-time and conditional fees) is in the FDD itself.
Item 7 — Estimated initial investment (total)
$71,050 [p.23 · WI · 2026-07-30] – $105,000 [p.23 · WI · 2026-07-30]
Base single-franchise offering as stated in the FDD's total row. Multi-unit or area-development formats are not broken out here.
Item 20 — Outlets
| Franchised outlets at start of year | 2,744 [p.51 · WI · 2026-07-30] |
|---|---|
| Franchised outlets at end of year | 2,468 [p.51 · WI · 2026-07-30] |
| Net change in franchised outlets | -276 [p.51 · WI · 2026-07-30] |
| Transfers | 62 [p.53 · WI · 2026-07-30] |
| Terminations | Not disclosed |
| Non-renewals | Not disclosed |
| Ceased operations (other) | Not disclosed |
| Company-owned outlets at end of year | 2,656 [p.51 · WI · 2026-07-30] |
Item 19 — Financial performance representation
The filing's Item 19 contains no cohort eligible for headline presentation under this site's rules (franchised population, gross revenue/sales, annual, not a ranked subset).
All disclosed cohorts (3)
| Cohort | Outlets | Average | Median | High | Low |
|---|---|---|---|---|---|
| Standard Offices - franchised offices operating at least one Tax Season prior to 2026 Tax Season, fiscal year ended April 30, 2026 fiscal year ended April 30, 2026 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Kiosk Offices - franchised offices operating at least one Tax Season prior to 2026 Tax Season, fiscal year ended April 30, 2026 fiscal year ended April 30, 2026 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| All Offices - franchised offices operating at least one Tax Season prior to 2026 Tax Season, fiscal year ended April 30, 2026 fiscal year ended April 30, 2026 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
“In the table below, we have disclosed the average Gross Volume of Business for franchised offices during our fiscal year ended April 30, 2026 for the 2,407 franchised Jackson Hewitt offices that were reported on our system as active and” [p.49 · WI · 2026-07-30]
Extraction notes
- Item 7 totals were extracted with model assistance and verified against the cited page.