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American Tax and Financial Group Franchise

Tax preparation & electronic-filing services

American Tax and Financial Group was founded in 1997 in Dallas, Texas by Calvin Dale Brown II, as a sole proprietor certified public accounting firm.

The Company had very humble beginnings. With no more than $700 and a “dream”, Mr. Brown secured a lease on a small office, measuring about 120 square feet, and the practice was born.

The first full year of business, the practice grossed about $35,000, mainly providing income tax services, including electronic filing, to individual taxpayers. Year two saw an increase in revenues from business services, as well as more tax clients, and revenue doubled to about $70,000. After just three years in business, the practice was grossing about $100,000 annually.

Over the next three years, Mr. Brown continued to run and grow the practice. After 6 years of running a local CPA firm, it was now time, and the decision was made, to expand the practice nationally, and American Tax and Financial Group was born.

Mr. Brown’s vision for the Company is for it to be America’s leading and premier financial services company, offering tax, comprehensive financial, and business services to the American public through a nationwide group of Certified Public Accountants and trained tax professionals (independent franchisees).

Please Note: The operators of American Tax and Financial Group, may not have verified the accuracy of the franchise information contained within this website. For accurate up-to-date information, customers are strongly recommended to visit the official American Tax and Financial Group website.

Start-up Costs & Franchise Fees

How much does it cost to open a American Tax and Financial Group franchise?

Total Investment: $33,600-$43,000
Initial Franchise Fee: $15,000
Royalty Fee: 10%
Advertising Fee:
Term of Agreement: 5 years
Renewal Fee: $2.5K

How to contact American Tax and Financial Group

American Tax and Financial Group
4650 S. Hampton, #122
Dallas, TX
75232

Toll Free: (888)289-2831
Fax: (214)333-1411

Website: Visit Website

Franchise History

When did the first American Tax and Financial Group open? 1997
When did American Tax and Financial Group start franchising? 2003

Year U.S.A. Canada International Corporate
2004 1 0 0 1
2003 0 0 0 1
2002 0 0 0 1
2001 N/A N/A N/A 1
2000 N/A N/A N/A 1

Financing Options

Expense In-House Third Party
Franchise Fee Yes No
Startup Costs No No
Equipment No No
Inventory No No
Accounts Receivable No No
Payroll No No

Training & Support

Support
Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations
Marketing
Ad slicks, Regional advertising

Business Operations

Number of employees needed to run franchised unit: 4

Absentee ownership of franchise is allowed.

Qualifications & Business Experience

Business Experience:
  • Strong commitment to customer service
  • Listing Tags

    american, tax, financial, group, mutual, funds, planning, and

    This franchise opportunity has been viewed 1681 times.

    Read American Tax and Financial Group Reviews

    Legal Disclaimer: This information is not a franchise offering for American Tax and Financial Group and should not be construed as such. TheFranchiseMall.com makes every effort to maintain accurate franchise data but does not guarantee nor assume liability for incorrect data. We recommend that anyone seriously interested in pursuing an American Tax and Financial Group franchise opportunity, review that franchise's Uniform Franchise Offering Circular (UFOC) with an attorney and accountant.

    COMPANY INFORMATION
    American Tax and Financial Group

    American Tax and Financial Group
    4650 S. Hampton, #122
    Dallas, TX
    75232

    Toll Free: (888)289-2831
    Fax: (214)333-1411

    Website: Visit Website

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