Own a Successful Franchise
with Low Barrier to Entry & Strong Recurring Revenue!
Secure your business success and help serve your local taxpayers by bringing your energy and work ethic to a Pack Tax franchise!
Dear Future Business Owner,
Imagine waking up every day knowing you own a profitable business, supported by a developed brand, driven by strong morals and the mission to help your community. Can you picture the freedom that would create?
Now imagine you have all of that without having to start from scratch.
The tax preparation industry tends to leave the average taxpayer lacking a service designed especially for them.
The good news: Pack Tax offers relevant, simple services that cater to the most under-served demographic in taxes. Pack Tax is the solution! That means this dream business scenario becomes your exciting reality when you franchise with Pack Tax!
Curious? We can't wait to tell you more.
About Pack Tax
Our Story & Mission
After years of employment in the tax preparation industry, Kristy Pack had seen issues left and right. She knew that something needed to change.
For consumers, things like complex tax code, unethical business practices, high prices, and inaccessible service made it impossibly difficult for them to get the quality tax assistance they deserved.
For employees (like Kristy was at the time), hours were inflexible, the work environment was toxic, and the morals of the industry were questionable at best.
She decided to be the one to make a change, and Pack Tax was born, firmly prioritizing the following:
The customers Pack Tax serves
The accessibility of Pack Tax services
The community to which Pack Tax belongs
Join our team and help us provide accessible tax services to the masses!
Why Pack Tax?
Pack Tax is disrupting the tax industry by providing simple, accessible tax services to the most under-served demographic: the average taxpayer! Your community members NEED a tax service designed just for them, and Pack Tax is ahead of the game when it comes to filling that major industry gap. Leverage their innovation by owning a franchise!
Pack Tax's Services
Pack Tax provides an array of solutions to their clients, meeting the needs community members in standard working situations to small business owners, and everyone in between! That's great news for you as a franchisee - you get to benefit from multiple sources of income in one business model!
Current & delinquent tax filings
Multi-state & international tax issues
Self-employment taxes
Quarterly estimated income taxes
Rental property tax assistance
LLC, corporate, and partnership tax returns
Trust & estate tax returns
Non-profit organization tax returns
Bookkeeping & payroll
Strategic tax planning
Fractional CFO services
Tax resolution letters
Online resources & webinars
How It Works
Next Steps - Join the Pack Tax Team!
You can begin exploring our franchisee opportunities in just a few simple steps:
Hit the button and complete the qualification survey on this page
Book your call to speak with a franchising expert and determine if you're a good fit
Complete an official Request for Consideration form
Receive your Franchise Disclosure Document (FDD) and be awarded your Pack Tax franchise!
We're excited to explore this franchising opportunity with you. Reach out today!
The Strategy
Why Franchise?
Cost Effective & Profitable
Low Startup Costs
Franchising with Pack Tax lowers the financial barrier to entry, making it easier than ever for you to get involved in the franchise and tax preparation worlds. Pack Tax locations are easier to start and scale, with a reasonable financial investment that makes sense for you.
Quickly Profitable
Through the expertise of Pack Tax and your team of franchising specialists, your franchising opportunity is turnkey. With endeavors like branding, marketing, internal systems, and the franchising process taken care of by experts, profitability comes more quickly.
Established Brand & Marketing
Engaging Marketing Strategies
Pack Tax has implemented reliable marketing practices that effectively capture and retain a dedicated customer base, and you'll have access to it all. Established brand recognition means you'll draw attention in any market.
Established Brand Recognition
Leverage the strong nature and accolades of the established Pack Tax brand, and the recognition that comes with it. We're great at connecting with community members looking for accessible, straightforward tax preparation - your dream clients!
Flexible Ownership & Robust Support
Extensive Training & Support
New to franchising? No worries! You'll be set up for success with our comprehensive training programs and ongoing support from our experienced franchise advisory board.
Management On Your Own Terms
Franchising a Pack Tax location is perfect for investors who want to own a business without the day-to-day operational responsibilities. Our franchising opportunities allow for a more flexible lifestyle, so you can manage on your terms.
Exclusive Opportunities
Single Units & Master Territories Available
Looking to stay local? You're in the right place. Single Unit ownership is the perfect choice for you, and enables you to impact your community. Looking to scale? You're still in the right place! Master Territories offer the potential to manage broader areas, setting you up for substantial growth and influence within the franchise system.
Lead the Market Expansion
Should you choose to become a master territory franchisee, you'll lead the expansion efforts in new regions, establishing a foothold in markets that would thrive with the addition of the unique tax preparation services Pack Tax provides. Our team of franchising experts will guide you through the growth.
What's Next?
Discover Your Future With Pack Tax Today
Find your opportunity match, speak with a franchising expert, and explore what your future as a franchising professional has in store.
Take the Survey
Testimonials
What Our Customers Say About Us
Over 1,700 five-star Google reviews. We love our customers!
Kristy and her team at Pack Tax are simply phenomenal. I appreciate their friendliness and expertise. I have trusted them with my taxes for years and won’t go anywhere else. Their fee is fair and their service delivery options are flexible. Thank you, Team Pack Tax.
Yvette W.
THESE GUYS ARE GREAT! After arguing with the spouse over the years, I said enough. SO HAPPY WITH THEM! No fuss, no muss! They will assist you if you want to start up a business, and have referrals for financial planning. Save yourself the headache at tax time and use Pack Tax!
G. T.
Pack Tax is awesome! 3rd year now using them and they make it so easy to work with them. My 1st year in business we had terrible books, Emily at Pack Tax helped us get them corrected and sorted for an accurate filing. I'm a life long Pack Taxer now.
Dallan K.
Community Pride
Awards & Recognition
The community loves Pack Tax, and it shows!
In their years of supporting their local community, Pack Tax has received a number of accolades! From recognition for the value they provide to the state, to awards for how quickly they've grown, the praise the company has received speaks volumes as to their unmatched quality of service.
Frequently Asked Questions
What is the typical revenue of a Pack Tax location?
We do not make any representations about a franchisee’s future financial performance or the past financial performance of company-owned or franchised outlets. Keep in mind that although we don't guarantee profits at any location, we're confident that Pack Tax is established, successful, and the perfect franchising opportunity for you!
What is the franchise investment, and what are the royalty fees?
The franchising fee for a single unit is currently $49,500. The total investment per unit (including the franchising fee) is approximately $99,241 to $203,941. Details for area representative opportunities are available upon request. You can get more specific details about the franchising structure by scheduling your call with a franchising expert on this page!
Do I need to have experience in the tax preparation industry to become a franchisee?
No tax preparation experience is required to franchise a Pack Tax location. We've created a streamlined, effective training program that will help you or your management become an expert in no time! Our ideal franchisee is great with people, has the ability to follow a proven system, maintains a positive attitude, and meets the proper and relevant financial qualifications.
As a franchisee of Pack Tax, what are my responsibilities?
Your responsibilities as a franchisee and owner of a Pack Tax location would be to pay the franchise fees and ongoing royalties, expand your tax preparation knowledge, grow your care and consideration for your community/customer base, provide Pack Tax services and offerings, give back to your community, and dedicate your time, effort, and focus to the success of the business.
What are Pack Tax's responsibilities as the franchisor?
As the franchisor, Pack Tax is responsible for granting the franchise area to our franchisees; providing operational guidelines, training, and support; protecting the Pack Tax brand through our expansion; handling complex tax clients through newly developed systems and services; and continuing to improve our practice for the sake of our customers and franchisees.
How much of a time commitment is it to own a franchise?
Being involved in any successful business takes some time and focus from each team member, no matter their role. That being said, our franchising opportunities allow for a more flexible lifestyle, so you can manage on your own terms. Speaking with a franchising expert is a great way to get more information about what this process will look like for you!
Secure your business future today!
Curious about the secret to successful franchising (and adding value to your local community)? Learn more about how Pack Tax can change your life.
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