ATAX vs Jackson Hewitt Inc.

Compare franchise fees, investment range, royalties, SBA lending performance, unit growth, and Item 19 transparency with a permanent shareable URL.

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ATAX
Financial Services
Investment
$101K to $524K
Franchise fee
$35,000
Item 19 status
Cost Data Only
Units
38
Jackson Hewitt Inc.
Financial Services
Investment
$15K to $105K
Franchise fee
$25,000
Item 19 status
N/A
Units
3,092
Lower entry cost
Leans right
Based on minimum initial investment.
Better disclosed economics
Even
Uses Item 19 availability and transparency status.
Lower SBA default risk
Leans left
Treat low-loan brands carefully, sample size matters.
MetricATAXJackson Hewitt Inc.
Franchise Fee
$35,000$25,000
Min Investment
$101K$15K
Max Investment
$524K$105K
Royalty Rate
14.0%15.0%
Ad Fund Rate
3.0%0.1%
Total Ongoing Burden
Royalty plus ad fund when available.
17.0%15.1%
Median Revenue (Item 19)
$85K$87K
Cash-on-Cash Return
Estimated when revenue and margin assumptions are available.
2.2%14.4%
Payback Period
46.1 yrs6.9 yrs
Revenue per Dollar Invested
0.27x1.45x
Franchised Units
383,092
1-Year Net Unit Change
-3-111
Net Unit Growth Rate
-10.0%-3.3%
Net Closure Rate
Net closure proxy based on disclosed unit change.
7.3%3.5%
SBA Default Rate
0.0%1.5%
SBA Loan Count
Use this to judge whether SBA default data is statistically meaningful.
888
Average SBA Loan Size
$37K$617K
Item 19 Status
Cost Data OnlyN/A
Has Item 19
✓ Yes✓ Yes
Data Quality Score
100100

What stands out

  • ATAX opens at $101K to $524K, while Jackson Hewitt Inc. ranges from $15K to $105K.
  • ATAX shows an Item 19 disclosure; Jackson Hewitt Inc. shows an Item 19 disclosure.
  • ATAX has 38 franchised units versus 3,092 for Jackson Hewitt Inc..

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Last updated: April 2026