C.L. Tax & Accounting
$CLTAF500 #501CategoryFinancial Services
SubcategoryTax Services
Locations2
Franchisee Count12
Franchise Fee$35,000
Item 7 Low$58,600
Item 7 Midpoint$75,450
Item 7 High$92,300
Royalty Fees12.5% of gross sales, paid monthly (plus a 1% Marketing Fund contribution)
Ad / Brand Fund—
Sold Not Open3
ParentC.L. Tax & Accounting Service, LLC
Founded2016
Completeness31/34 (91%)
Years in Business10
Began Franchising2023
HQFremont, CA
Executives1
LinksWeb
Main Phone510-516-9968
Emailcpa@clmybiz.com
FDD IssuedJune 21, 2023
Last UpdatedOct 15, 2026
FDD2023 🔒
Franchisor
Franchisees must buy or lease the required POS/CRM system, credit card processing system and an accounting platform such as QuickBooks, estimated at $3,000-$6,000 to purchase plus $1,500-$1,800 per year for maintenance and support. The franchisor has unrestricted independent access to sales, customer data and reports, and may require upgrades with no contractual limit on frequency or cost.
Read C.L. Tax & Accounting’s complete June 21, 2023 Franchise Disclosure Document. Founder level — $19/mo — also unlocks Item 19 revenue, financial strength and unit trajectory across all 4,223 brands on FranDeals.
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Payback
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Net Growth
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Survival
89.1%
Turnover
10.4%
Saturation
7.8 / M
Litig/100
0.22
Royalty+Ad
Royalty Fees will be reduced if the Royalty Fees are paid to us within four (4) days of the end of the previous Reporting Period. + 1%
4yr Units
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Liberty Tax
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Rev Spread
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Payback
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Net Growth
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Survival
86.6%
Turnover
12.1%
Saturation
4.4 / M
Litig/100
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Rev/Invest
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ATAX Unit
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Unit Traj.
+72.5%
Rev Spread
15.3×
Payback
~2.5 yr
Net Growth
+7.6%
Survival
90.7%
Turnover
4.2%
Saturation
0.6 / M
Litig/100
2.54
Royalty+Ad
14% + 3%
4yr Units
+95
Rev/Invest
3.42×
ATAX Area Rep
$101K–$524K
Unit Traj.
+8.6%
Rev Spread
—
Payback
—
Net Growth
−12.5%
Survival
81.3%
Turnover
12.5%
Saturation
0.3 / M
Litig/100
34.38
Royalty+Ad
6%
4yr Units
+2
Rev/Invest
—
G.I. Tax
$30K–$50K
Unit Traj.
+0.0%
Rev Spread
3.1×
Payback
~0.6 yr
Net Growth
—
Survival
—
Turnover
—
Saturation
—
Litig/100
—
Royalty+Ad
12.5% + 3%
4yr Units
+0
Rev/Invest
12.81×
Jackson Hewitt
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Unit Traj.
-2.0%
Rev Spread
3465.1×
Payback
~30.0 yr
Net Growth
−8.6%
Survival
88.6%
Turnover
7.7%
Saturation
9.9 / M
Litig/100
0.22
Royalty+Ad
3% + 6.5%
4yr Units
−316
Rev/Invest
0.27×
Jumping Jack Taxes
$43K–$95K
Unit Traj.
+0.0%
Rev Spread
—
Payback
—
Net Growth
—
Survival
—
Turnover
—
Saturation
—
Litig/100
—
Royalty+Ad
14% + 2%
4yr Units
+0
Rev/Invest
—
Los Taxes
Unit Traj.
—
Rev Spread
—
Payback
—
Net Growth
+0.0%
Survival
100.0%
Turnover
0.0%
Saturation
2.5 / M
Litig/100
2.22
Royalty+Ad
We will collect all Royalties via electronic funds transfer from your checking account + 1%
4yr Units
—
Rev/Invest
—