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Smart Tax

Business Established: 2006
Franchising Since: 2009
Franchised Units: 27
Company Owned Units: 2
Start-up Cost: $15,000 to $25,000
Total Investment: $36,500 to $93,600

Offering Financial Assistance
Single Territory: $20,000 ($10K due at contract & remaining $10K due at end of tax season at 0%). Multi-Unit Operator (Three): $40,000 ($20K due at contract & remaining $20K due at end of tax season at 0%). Area Developer: (regional territories) TBD.

Special Incentives
VetFran Participant
MinorityFran Participant
Women's Programs Available

VetFran Incentive
Veterans enjoy a discount off the franchise fee: Single Territory: $15,000 ($7,500 due at contract & remaining $7,500 due at end of tax season @ 0%). Multi-Unit Operator: $30,000 ($15K due at contract & remaining $15K due at end of tax season @ 0%)


COMPANY DETAILS

Description

Smart Tax is a tax preparation firm specializing in serving the needs of the communities in which we live, work and raise our families. Our clients are our neighbors, NOT numbers. We strive to help our customers navigate through an often complex tax system and help them prepare their Federal and State income taxes through quick and accurate electronic filing. Have time for what really matters! Our proven system allows you to work hard throughout the tax season and enjoy the fruits of your labor the rest of the year. You can also run your business year-round, the choice is yours.

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CONTACT INFORMATION

Nick Rizzi
CEO
S. Joseph Fontana
V.P., Franchise Development
Smart Tax Franchise Group, LLC
588 Clinton Street
Brooklyn
NY
United States
11231
(800) 991-0908
(347) 788-8296
(732) 688-9859
(718) 799-5541

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TRAINING

Initial training: 5 days extensive training at our NY offices or on location. This session covers: Basic Tax Preparation, Operations and Logistics, Systems Technology, Marketing, Customer Service, Compliance and Industry Best Practices. Basic, Intermediate and/or Advanced Tax Preparation Courses as well as Continuing Education classes are available through our user-friendly, online training service. We offer ongoing support either one on one, phone or through our online interactive system.

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QUALIFICATIONS

We are looking for leaders; individuals/ entrepreneurs with a serious drive to succeed. We'll give you the tools, territory, training and support of our proven business model. If you are: Tired of working hard for someone else, want to run your own business, have high ethical standards, are involved in your community and above all else posses a highly infectious winning attitude then give us a call! No prior tax experience necessary - we will train.

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