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Transform
Your Future

WITH A TAKEAWAY TAX FRANCHISE

Expand Your
Client Base

WITH THE TAT CARES APP

Grow Your
Operations

WITH AN AI ASSITANCE

Transform
Your Future

WITH A TAKEAWAY
TAX FRANCHISE

Expand Your
Client Base

WITH THE TAT CARES APP

Grow Your
Operations

WITH AN AI ASSITANCE

Transform
Your Future

WITH A TAKEAWAY
TAX FRANCHISE

Expand Your
Client Base

WITH THE TAT CARES APP

Grow Your
Operations

WITH AN AI ASSITANCE

A Proven Franchise Partner Makes All the Difference

When you become a TakeAway Tax franchisee, you gain access to our industry insights, expert advice, and proven strategies, all designed to set your business up for long-term growth. With us, you’re not just starting a business—you’re gaining a deeply empathetic partner. Our seasoned professionals understand your challenges and guide you with wisdom gained from years of experience, ensuring you’re never alone on your journey to success.

MAXIMIZE YOUR INCOME WITH SIX REVENUE SOURCES

Joining the TakeAway Tax professional franchise community sets you up with proven tools and processes—advantages that could take years to build on your own.

EMBRACE THE TAX CHANGE

Tax Preparation

Specializing in complex tax preparation services to help clients file accurate returns and optimize deductions.

EMBRACE THE TAX CHANGE

Tax Planning

We offer a tax planning program, complete with an app experience, to help clients effectively reduce their tax burdens.

EMBRACE THE TAX CHANGE

Tax Resolution

Charge for expert guidance in resolving tax issues, enabling clients to confidently navigate complex challenges with clarity and ease.
EMBRACE THE TAX CHANGE

Bank Product Rebates

Maximize your earnings by providing clients with an alternative payment option that allows you to earn valuable rebates.

EMBRACE THE TAX CHANGE

TATCares App Subscription

Generate recurring revenue with TATCares App quarterly subscriptions from your tax plan clients.

EMBRACE THE TAX CHANGE

Premier Lead Generation

Expand your client base and boost your revenue through our strategic partnerships that generate valuable leads.

EMBRACE THE TAX CHANGE

A Competitive Edge

from Day One

Joining the TakeAway Tax professional franchise community sets you up with proven tools and processes –
advantages that could take years to build on your own.

Industry-Leading Technology

Our toolkit includes cutting-edge, industry-best technologies designed to boost accuracy, streamline workflows, and amplify client satisfaction.

Key tools include:

    • Client Portal
    • Document Management System
    • Mobile Tax App
    • Electronic Signature Solution
    • Cybersecurity Solution
    • Automated Workflow System
    • Appointment Calendar
    • Data Analysis and Reporting Tools
    • Geolocation Technology
    • AI Virtual Assistants
    • Pre Programed Business Laptop

Advanced CRM System

To build stronger client relationships, you’ll have access to our customer relationship management (CRM) system, which offers advanced features designed to streamline sales, marketing, customer service and operations.

    • Lead Management
    • Contact Management
    • Ready-made Templates
    • Resource Library
    • SMS Messaging
    • Internal Collaboration Tools
    • APIs & Integration
    • AI & Analytics
    • Customization & Scalability
    • Quote & invoice Management
    • Email & Calendar Integration
    • Customizable Dashboards & Reports
    • Customer Support & Service
    • Marketing Automation

National Marketing Support

Marketing to discerning clients takes more than DIY templates. To increase your visibility and help attract new clients, we’ve crafted a suite of marketing options that include:

    • National & Local Advertising Campaigns
    • Social Media Marketing & Management
    • Public Relations
    • Online Marketing
    • Email Marketing
    • Partnerships & Sponsorships
    • Loyalty & Referral Programs
    • Landing Page Management
    • Professional Headshots
    • Enhanced Marketing Content Creation

Elite Partnerships

Because we offer more than just tax prep, we equip our franchisees with the tools and knowledge for comprehensive, all-year tax solutions—which can mean additional revenue for you:

    • A dedicated Personal Business Development Coach
    • Participation in the NerdWallet Loan Referral Program
    • Use of advanced tax research tools
    • Ability to offer subscription-based Tax Planning Program
    • Connections with our banking partners, including Republic Bank and Santa Barbara Tax Products Group
    • Educational events, including yearly in-person and virtual conferences, workshops on best practices, and updates on Tax Law changes
    • Access to training partners for learning services like bookkeeping
    • Access to Financial Referral Partner programs
    • Exclusive invitations to industry insider events
    • Local Chamber Membership
    • National Office Flex Space Membership

Training on Your Schedule

Our TakeAway Tax University offers a diverse array of training programs tailored to meet your needs—whether you’re a beginner or a more experienced tax professional:

    • The Tax Blueprint Series: How To Become a Tax Business
    • Comprehensive Tax Course
    • Advanced Tax Courses
    • Small Business Tax Courses
    • Business Tax Courses
    • State-specific Tax Training
    • Ethics Training
    • Specialized Tax Topics
    • Tax Software Training

Choose the Franchise Model

that Fits Your Life

Whether you’re choosing tax solutions as a part-time income supplement or a year-round calling, we have a model that works with you.

Simple Model

FRANCHISE MODEL FOR SEASONAL PROFESSIONALS

Features Include:

  • Client Portal
  • Phone System
  • Collection Manager
  • Access to CRM Software
  • Free Tax Preparation Software
  • Marketing & Advertising Support
  • Pre-Programmed Business Laptop
  • Training & Professional Development

$15,500

GET STARTED

Expansion Model

FRANCHISE MODEL FOR YEAR-ROUND PROFESSIONALS (150 CLIENTS MINIMUM)

Features Include:

  • Simple Model+
  • Virtual Assistance
  • Exclusive Event Invites
  • Business Development Coach
  • TakeAway Tax Advisor Services Program
  • Customizable Advertising Budget
  • Access to TakeAway Tax University

$30,000

GET STARTED

SUCCESS STORIES

“TakeAway Tax takes an active role in making sure that every franchisee feels special. They walk them through step by step, what they can do, what the possibilities are, and how to motivate them to go after their goals.”

Alexandria Young TakeAway Tax Franchisee

SUCCESS STORIES

“TakeAway Tax gives me the flexibility to balance my business with spending time with my husband and grandkids. I love being an owner, running my business from nine to five and still having time to enjoy other activities everyday.” 

Marial L. Washington TakeAway Tax Franchisee

SUCCESS STORIES

“TakeAway Tax empowers me to take charge of my career. I’m truly my own boss, shaping my schedule to fit my life. And even more rewarding is the opportunity it gives me to make a real difference in my community by providing essential tax services.” 

Darlene Carpio TakeAway Tax Franchisee

Start Building A Forward-Thinking Tax Business.

Take control of your financial future today with TakeAway Tax. Join our franchise and gain the tools to succeed in the tax industry. Be part of a vibrant community of entrepreneurs ready to make an impact. With our expert training and support, you’ll master tax preparation in no time. Start your journey to financial independence now!