ATAX
$AUTNF500 #446CategoryFinancial Services
SubcategoryTax Services
Founded2005
Completeness27/34 (79%)
Years in Business20
Began FranchisingJuly 2007
HQVirginia Beach, VA
Executives4
Main Phone(888) 268-0321
Email—
FDD IssuedApril 29, 2026
Last UpdatedMay 20, 2026
FDDs2025 · 2022 · 2020 🔒
Franchisor
ATAX LLC offers franchises to operate an ATAX franchised business, which focuses primarily on income tax preparation, bookkeeping, payroll, and incorporation services.
ATAX LLC is a Virginia Limited Liability Corporation formed in 2019, wholly owned by Loyalty, LLC. Key executives include Alberto Ortiz (CEO) and Alberto Contreras (Growth Director).
ATAX LLC offers franchises to operate an ATAX franchised business, which focuses primarily on income tax preparation, bookkeeping, payroll, and incorporation services.
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Inside the full scorecard
FranDeals Score
34-box data-completeness and quality rating
Franchisee Health Score
Operator-side financial health signal
Fees & Investment
Franchise fee, royalty, total startup cost (Items 5–7)
Financial Strength & Stability
Current ratio, debt/equity, ROE, margins (Item 21)
Item 19 — Financial Performance
Average unit revenue, revenue spread, payback
Unit Count & Growth
Systemwide units and multi-year growth (Item 20)
Outlet Trajectory
Openings, closures, survival & turnover rates
Executive Team
Officers and directors (Item 2)
Franchisee Roster
Current and former franchisee operators
Litigation & Disclosures
Item 3 legal matters, Item 4 bankruptcy
News & Peer Comparison
Recent signals and category benchmarks