Start-Up Costs and Fees |
||
| Jackson Hewitt Tax Service | Happy Tax | |
| Investment | 45130 - 110255 | 30400 - 66500 |
| Franchise Fee | 0 | |
| Royalty Fee | 15% - 5% | 10%-20% |
| Advertising Fee | 6% | 2% |
| Year Founded | 1960 | 2014 |
| Year Franchised | 1986 | 2015 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Jackson Hewitt Tax Service | Happy Tax | |
| Experience | ||
Financing Options |
||
| Jackson Hewitt Tax Service | Happy Tax | |
| Franchise Fees | Yes | Yes |
| Start-up Costs | No | Yes |
| Equipment | No | Yes |
| Inventory | No | Yes |
| Receivables | No | Yes |
| Payroll | No | Yes |
Training & Support |
||
| Jackson Hewitt Tax Service | Happy Tax | |
| Training | On-The-Job Training: 14 hours Classroom Training: 35 hours Additional Training: At Technology Headquarters (Sarasota, Fla.) | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Support | Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform |
| Marketing | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Email marketing Loyalty program/app | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Operations | 83% of all franchisees own more than one unit Absentee ownership of franchise is allowed. (90% of current franchisees are owner/operators) | |
Expansion Plans |
||
| Jackson Hewitt Tax Service | Happy Tax | |
| US Expansion | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
| Franchise Fee | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
| Royalty Fee | |
| Jackson Hewitt Tax Service | 15% - 5% |
| Happy Tax | 10%-20% |
| Advertising Fee | |
| Jackson Hewitt Tax Service | 6% |
| Happy Tax | 2% |
| Year Founded | |
| Jackson Hewitt Tax Service | 1960 |
| Happy Tax | 2014 |
| Year Franchised | |
| Jackson Hewitt Tax Service | 1986 |
| Happy Tax | 2015 |
| Term Of Agreement | |
| Jackson Hewitt Tax Service | 10 years |
| Happy Tax | |
| Renewal Fee | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
Business Experience Requirements |
|
| Experience | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
Financing Options |
|
| Franchise Fees | |
| Jackson Hewitt Tax Service | Yes |
| Happy Tax | Yes |
| Start-up Costs | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
| Equipment | |
| Jackson Hewitt Tax Service} | |
| Happy Tax | |
| Inventory | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
| Receivables | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
| Payroll | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
Training & Support |
|
| Training | |
| Jackson Hewitt Tax Service | On-The-Job Training: 14 hours Classroom Training: 35 hours Additional Training: At Technology Headquarters (Sarasota, Fla.) |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Support | |
| Jackson Hewitt Tax Service | Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform |
| Happy Tax | Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform |
| Marketing | |
| Jackson Hewitt Tax Service | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Email marketing Loyalty program/app |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Operations | |
| Jackson Hewitt Tax Service | 83% of all franchisees own more than one unit Absentee ownership of franchise is allowed. (90% of current franchisees are owner/operators) |
| Happy Tax | |
Expansion Plans |
|
| US Expansion | |
| Jackson Hewitt Tax Service | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming |
| Happy Tax | |
| Canada Expansion | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |
| International Expansion | |
| Jackson Hewitt Tax Service | |
| Happy Tax | |