Liberty Tax Service - Unit
Source filing: WI · filed 2026-04-09
Item 5 — Initial franchise fee
$25,000 [p.26 · WI · 2026-04-09]
Item 6 — Recurring fees (royalty & advertising)
| Advertising | See FDD [p.27 · WI · 2026-04-09] |
|---|
Full Item 6 schedule (including one-time and conditional fees) is in the FDD itself.
Item 7 — Estimated initial investment (total)
$49,700 [p.31 · WI · 2026-04-09] – $71,400 [p.31 · WI · 2026-04-09]
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 | 1,686 [p.61 · WI · 2026-04-09] |
|---|---|
| Franchised outlets at end of year | 1,537 [p.61 · WI · 2026-04-09] |
| Net change in franchised outlets | -149 [p.61 · WI · 2026-04-09] |
| Transfers | 54 [p.64 · WI · 2026-04-09] |
| Terminations | 62 [p.67 · WI · 2026-04-09] |
| Non-renewals | 38 [p.67 · WI · 2026-04-09] |
| Ceased operations (other) | 28 [p.67 · WI · 2026-04-09] |
| Company-owned outlets at end of year | 126 [p.61 · WI · 2026-04-09] |
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 (2)
| Cohort | Outlets | Average | Median | High | Low |
|---|---|---|---|---|---|
| All Active Offices – 2025 Net Fees for 1,411 Liberty Franchise-Operated Offices for Tax Season 2025 January 1, 2025 to December 31, 2025 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| All Active Offices – 2025 Returns for 1,411 Liberty Franchise-Operated Offices for Tax Season 2025 January 1, 2025 to December 31, 2025 excluded: failed consistency checks |
Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
“Prep Fees represent total amounts related to the preparation and transmission of tax returns, less any discounts applied by the selected offices.” [p.59 · WI · 2026-04-09]
Extraction notes
- Item 7 line items did not sum to the stated total; total shown is the FDD's stated total row only.