Start-Up Costs and Fees |
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| Listo Tax Solutions | Tax Smart America | |
| Investment | 55200 - 92200 | 25000 - 25000 |
| Franchise Fee | 0 | |
| Royalty Fee | 11.50% | 8% |
| Advertising Fee | ||
| Year Founded | 1996 | 1999 |
| Year Franchised | 2009 | 2001 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
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| Listo Tax Solutions | Tax Smart America | |
| Experience | Industry experience | |
Financing Options |
||
| Listo Tax Solutions | Tax Smart America | |
| Franchise Fees | Yes | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Listo Tax Solutions | Tax Smart America | |
| Training | Available at headquarters: 5 days. | |
| Support | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | Co-op advertising, Ad slicks, National media, Regional advertising | |
| Operations | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). | Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators) |
Expansion Plans |
||
| Listo Tax Solutions | Tax Smart America | |
| 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 | Arizona, California, Nevada, Oregon, Washington, |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Franchise Fee | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Royalty Fee | |
| Listo Tax Solutions | 11.50% |
| Tax Smart America | 8% |
| Advertising Fee | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Year Founded | |
| Listo Tax Solutions | 1996 |
| Tax Smart America | 1999 |
| Year Franchised | |
| Listo Tax Solutions | 2009 |
| Tax Smart America | 2001 |
| Term Of Agreement | |
| Listo Tax Solutions | 10 years |
| Tax Smart America | 5 years |
| Renewal Fee | |
| Listo Tax Solutions | |
| Tax Smart America | $10K-25K |
Business Experience Requirements |
|
| Experience | |
| Listo Tax Solutions | |
| Tax Smart America | Industry experience |
Financing Options |
|
| Franchise Fees | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Start-up Costs | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Equipment | |
| Listo Tax Solutions} | |
| Tax Smart America | |
| Inventory | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Receivables | |
| Listo Tax Solutions | |
| Tax Smart America | |
| Payroll | |
| Listo Tax Solutions | |
| Tax Smart America | |
Training & Support |
|
| Training | |
| Listo Tax Solutions | Available at headquarters: 5 days. |
| Tax Smart America | |
| Support | |
| Listo Tax Solutions | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Tax Smart America | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | |
| Listo Tax Solutions | |
| Tax Smart America | Co-op advertising, Ad slicks, National media, Regional advertising |
| Operations | |
| Listo Tax Solutions | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). |
| Tax Smart America | Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators) |
Expansion Plans |
|
| US Expansion | |
| Listo Tax Solutions | 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 |
| Tax Smart America | Arizona, California, Nevada, Oregon, Washington, |
| Canada Expansion | |
| Listo Tax Solutions | |
| Tax Smart America | |
| International Expansion | |
| Listo Tax Solutions | |
| Tax Smart America | |