Jackson Hewitt Tax Service franchise research

Investment by format

Format-specific estimates only. Do not combine one format's minimum with another format's maximum.

Investment sourceFDD p.23 ↗

Franchise fees and ongoing costs

Franchise fee

$25,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.

Royalty

15% · % of Gross Volume of Business, paid twice monthly Jan 1-Apr 30 and monthly May-Dec; ramps up for new offices (kiosk: 3%/6%/9%/15% in reporting years 1-4+; expansion storefront: 7%/12%/15% in years 1-3+)

Marketing contribution

6.5% (basis not captured; see original filing)

Technology fee

Varies, billed on invoice; annual increase capped at 10% of prior amount (amount not stated in excerpt)

Other fees

Technical Assistance Fee (varies, annual increase capped at 10%, billed ~Mar 15 and May 15); Direct Deposit User/License Fee (actual cost); Non-Compliance Fee (+1 percentage point royalty while in default)

Working capital (FDD Item 7)

Additional Funds - 3 1/2 months: $3,000 to $12,000 for a standard office; $1,500 to $8,000 for a kiosk

Fees sourceFDD p.15 ↗

Working capital is drawn from Item 7. The Investment source below locates the investment section, not an independently verified working-capital scalar.

Investment sourceFDD p.23 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured

Yes

Metric / basis

Average, median and range of Gross Volume of Business (gross revenue) per office, split by standard offices, kiosk offices and all offices

Reporting period

Fiscal year ended April 30, 2026

Sample

2,407 franchised offices (1,362 standard, 1,045 kiosk) open at least one prior Tax Season; 97.53% of 2,468 active franchised offices

Reported average

$122,535

Reported median

$88,934

Owner income is not captured. Gross sales and EBITDA are not owner pay. Results depend on the disclosed metric, sample and period; consult the full filing.

Item 19 performance sourceFDD p.50 ↗

Unit growth: Item 20

Reporting year

Fiscal year ended April 30, 2026

Scope

franchised outlets

Starting outlets

2744

Year-end outlets

2468

Net change

-276

Derivation

ending minus starting outlets

Openings

56

Terminations

51

Non-renewals

4

Other closures

86

Reacquisitions

191

Transfers

62

Transfers are not closures. Net change is ending minus starting outlets for the stated scope and year, or complete openings less terminations, non-renewals, other closures and reacquisitions. Missing inputs stay unknown.

Unit growth sourceFDD p.51 ↗

SBA loan history

Loan activity

16 approvals

Activity window

FY2021-FY2026 YTD; snapshot 2026-06-30

Median SBA loan

$971,000

Median loan window

FY2023-FY2026 YTD through 2026-06-30

Median loan sample

7 loans

Historical charge-off share

1.85%

Cohort

7(a) FY2010-2019 approvals

Numerator / denominator

1 / 54

Formula

CHGOFF / (PIF + CHGOFF + EXEMPT) × 100

This is a historical loan-level share, not a franchise failure probability or location survival rate. Loan size is not total investment. Other loan statuses are excluded from the seasoned denominator. Activity combines 7(a) and 504 approvals, excluding canceled and not-funded records; this is not a rolling five-year count. FY2024-25 franchise tags are sparse after directory suspension; fewer tagged loans do not establish brand decline. Recent charge-off cohorts are immature.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median loan amounts are financing context, not startup cost. The median window is separate from the seasoned charge-off cohort.

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Questions before you invest

How much does Jackson Hewitt Tax Service franchise cost?

Standard office (storefront) - new franchisee: $71,050 to $105,000; Standard office (storefront) - existing franchisee: $44,350 to $78,000; Kiosk: $18,900 to $39,500 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $25,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.23 ↗

Franchise fee sourceFDD · page not captured ↗

How much do Jackson Hewitt Tax Service owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Average, median and range of Gross Volume of Business (gross revenue) per office, split by standard offices, kiosk offices and all offices. Sample: 2,407 franchised offices (1,362 standard, 1,045 kiosk) open at least one prior Tax Season; 97.53% of 2,468 active franchised offices. Period: Fiscal year ended April 30, 2026.

Item 19 performance sourceFDD p.50 ↗

What's the SBA charge-off rate for Jackson Hewitt Tax Service?

1.85%; numerator / denominator: 1 / 54. Historical 7(a) FY2010-2019 approvals; CHGOFF / (PIF + CHGOFF + EXEMPT) × 100, snapshot 2026-06-30. This is not a franchise failure probability. Median SBA loan: $971,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 7 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗