Start-Up Costs and Fees |
||
| Tax Smart America | Listo Tax Solutions | |
| Investment | 25000 - 25000 | 55200 - 92200 |
| Franchise Fee | 0 | |
| Royalty Fee | 8% | 11.50% |
| Advertising Fee | ||
| Year Founded | 1999 | 1996 |
| Year Franchised | 2001 | 2009 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Tax Smart America | Listo Tax Solutions | |
| Experience | Industry experience | |
Financing Options |
||
| Tax Smart America | Listo Tax Solutions | |
| Franchise Fees | Yes | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Tax Smart America | Listo Tax Solutions | |
| Training | Available at headquarters: 5 days. | |
| Support | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | Co-op advertising, Ad slicks, National media, Regional advertising | |
| Operations | 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) | *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). |
Expansion Plans |
||
| Tax Smart America | Listo Tax Solutions | |
| US Expansion | Arizona, California, Nevada, Oregon, Washington, | 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 | |
| Tax Smart America | |
| Listo Tax Solutions | |
| Franchise Fee | |
| Tax Smart America | |
| Listo Tax Solutions | |
| Royalty Fee | |
| Tax Smart America | 8% |
| Listo Tax Solutions | 11.50% |
| Advertising Fee | |
| Tax Smart America | |
| Listo Tax Solutions | |
| Year Founded | |
| Tax Smart America | 1999 |
| Listo Tax Solutions | 1996 |
| Year Franchised | |
| Tax Smart America | 2001 |
| Listo Tax Solutions | 2009 |
| Term Of Agreement | |
| Tax Smart America | 5 years |
| Listo Tax Solutions | 10 years |
| Renewal Fee | |
| Tax Smart America | $10K-25K |
| Listo Tax Solutions | |
Business Experience Requirements |
|
| Experience | |
| Tax Smart America | Industry experience |
| Listo Tax Solutions | |
Financing Options |
|
| Franchise Fees | |
| Tax Smart America | Yes |
| Listo Tax Solutions | Yes |
| Start-up Costs | |
| Tax Smart America | |
| Listo Tax Solutions | |
| Equipment | |
| Tax Smart America} | |
| Listo Tax Solutions | |
| Inventory | |
| Tax Smart America | |
| Listo Tax Solutions | |
| Receivables | |
| Tax Smart America | |
| Listo Tax Solutions | |
| Payroll | |
| Tax Smart America | |
| Listo Tax Solutions | |
Training & Support |
|
| Training | |
| Tax Smart America | |
| Listo Tax Solutions | Available at headquarters: 5 days. |
| Support | |
| Tax Smart America | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Listo Tax Solutions | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | |
| Tax Smart America | Co-op advertising, Ad slicks, National media, Regional advertising |
| Listo Tax Solutions | |
| Operations | |
| 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) |
| 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). |
Expansion Plans |
|
| US Expansion | |
| Tax Smart America | Arizona, California, Nevada, Oregon, Washington, |
| 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 |
| Canada Expansion | |
| Tax Smart America | |
| Listo Tax Solutions | |
| International Expansion | |
| Tax Smart America | |
| Listo Tax Solutions | |