Start-Up Costs and Fees |
||
| Happy Tax | Jackson Hewitt Tax Service | |
| Investment | 30400 - 66500 | 45130 - 110255 |
| Franchise Fee | 0 | |
| Royalty Fee | 10%-20% | 15% - 5% |
| Advertising Fee | 2% | 6% |
| Year Founded | 2014 | 1960 |
| Year Franchised | 2015 | 1986 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Happy Tax | Jackson Hewitt Tax Service | |
| Experience | ||
Financing Options |
||
| Happy Tax | Jackson Hewitt Tax Service | |
| Franchise Fees | Yes | Yes |
| Start-up Costs | Yes | No |
| Equipment | Yes | No |
| Inventory | Yes | No |
| Receivables | Yes | No |
| Payroll | Yes | No |
Training & Support |
||
| Happy Tax | Jackson Hewitt Tax Service | |
| Training | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar | On-The-Job Training: 14 hours Classroom Training: 35 hours Additional Training: At Technology Headquarters (Sarasota, Fla.) |
| Support | 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 | 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 Website development Email marketing Loyalty program/app | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO 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 |
||
| Happy Tax | Jackson Hewitt Tax Service | |
| 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 | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
| Franchise Fee | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
| Royalty Fee | |
| Happy Tax | 10%-20% |
| Jackson Hewitt Tax Service | 15% - 5% |
| Advertising Fee | |
| Happy Tax | 2% |
| Jackson Hewitt Tax Service | 6% |
| Year Founded | |
| Happy Tax | 2014 |
| Jackson Hewitt Tax Service | 1960 |
| Year Franchised | |
| Happy Tax | 2015 |
| Jackson Hewitt Tax Service | 1986 |
| Term Of Agreement | |
| Happy Tax | |
| Jackson Hewitt Tax Service | 10 years |
| Renewal Fee | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
Business Experience Requirements |
|
| Experience | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
Financing Options |
|
| Franchise Fees | |
| Happy Tax | Yes |
| Jackson Hewitt Tax Service | Yes |
| Start-up Costs | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
| Equipment | |
| Happy Tax} | |
| Jackson Hewitt Tax Service | |
| Inventory | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
| Receivables | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
| Payroll | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
Training & Support |
|
| Training | |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Jackson Hewitt Tax Service | On-The-Job Training: 14 hours Classroom Training: 35 hours Additional Training: At Technology Headquarters (Sarasota, Fla.) |
| Support | |
| 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 |
| 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 |
| Marketing | |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Jackson Hewitt Tax Service | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Email marketing Loyalty program/app |
| Operations | |
| Happy Tax | |
| 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) |
Expansion Plans |
|
| US Expansion | |
| Happy Tax | |
| 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 |
| Canada Expansion | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |
| International Expansion | |
| Happy Tax | |
| Jackson Hewitt Tax Service | |