American Tax and Financial Group vs Tax Planning Centre Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of American Tax and Financial Group vs Tax Planning Centre including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees

 
American Tax and Financial Group Franchise
Tax Planning Centre Franchise
Investment $33,600 - $43,000 $25,000
Franchise Fee $15,000 $15,000
Royalty Fee 10% -
Advertising Fee - -
Year Founded 1997 1995
Year Franchised 2003 1999
Term Of Agreement 5 years -
Term Of Agreement 5 years -
Renewal Fee $2.5K -


Business Experience Requirements

 
American Tax and Financial Group Franchise
Tax Planning Centre Franchise
Experience
  • Strong commitment to customer service
  • -

    Financing Options

     
    American Tax and Financial Group Franchise
    Tax Planning Centre Franchise
      In-House/3rd Party In-House/3rd Party
    Franchise Fees Yes/No -/-
    Start-up Costs No/No -/-
    Equipment No/No -/-
    Inventory No/No -/-
    Receivables No/No -/-
    Payroll No/No -/-

    Training & Support

     
    American Tax and Financial Group Franchise
    Tax Planning Centre Franchise
    Training - -
    Support Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations -
    Marketing Ad slicks, Regional advertising -
    Operations

    Number of employees needed to run franchised unit: 4

    Absentee ownership of franchise is allowed.

    -

    Expansion Plans

     
    American Tax and Financial Group Franchise
    Tax Planning Centre Franchise
    US Expansion - -
    Canada Expansion No -
    International Expansion No -

    Start-Up Costs and Fees Mobile

    Investment
    American Tax and Financial Group Franchise
    $33,600 - $43,000
    Tax Planning Centre Franchise
    $25,000
    Franchise Fee
    American Tax and Financial Group Franchise
    $15,000
    Tax Planning Centre Franchise
    $15,000
    Royalty Fee
    American Tax and Financial Group Franchise
    10%
    Tax Planning Centre Franchise
    -
    Advertising Fee
    American Tax and Financial Group Franchise
    -
    Tax Planning Centre Franchise
    -
    Year Founded
    American Tax and Financial Group Franchise
    1997
    Tax Planning Centre Franchise
    1995
    Year Franchised
    American Tax and Financial Group Franchise
    2003
    Tax Planning Centre Franchise
    1999
    Term Of Agreement
    American Tax and Financial Group Franchise
    5 years
    Tax Planning Centre Franchise
    -
    Renewal Fee
    American Tax and Financial Group Franchise
    $2.5K
    Tax Planning Centre Franchise
    -


    Business Experience Requirements

    Experience
    American Tax and Financial Group Franchise

  • Strong commitment to customer service
  • Tax Planning Centre Franchise
    -

    Financing Options

      In-House/3rd Party
    Franchise Fees
    American Tax and Financial Group Franchise
    Yes/No
    Tax Planning Centre Franchise
    -/-
    Start-up Costs
    American Tax and Financial Group Franchise
    No/No
    Tax Planning Centre Franchise
    -/-
    Equipment
    American Tax and Financial Group Franchise
    No/No
    Tax Planning Centre Franchise
    -/-
    Inventory
    American Tax and Financial Group Franchise
    No/No
    Tax Planning Centre Franchise
    -/-
    Receivables
    American Tax and Financial Group Franchise
    No/No
    Tax Planning Centre Franchise
    -/-
    Payroll
    American Tax and Financial Group Franchise
    No/No
    Tax Planning Centre Franchise
    -/-

    Training & Support

    Training
    American Tax and Financial Group Franchise
    -
    Tax Planning Centre Franchise
    -
    Support
    American Tax and Financial Group Franchise
    Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations
    Tax Planning Centre Franchise
    -
    Marketing
    American Tax and Financial Group Franchise
    Ad slicks, Regional advertising
    Tax Planning Centre Franchise
    -
    Operations
    American Tax and Financial Group Franchise

    Number of employees needed to run franchised unit: 4

    Absentee ownership of franchise is allowed.

    Tax Planning Centre Franchise
    -

    Expansion Plans

    US Expansion
    American Tax and Financial Group Franchise
    -
    Tax Planning Centre Franchise
    -
    Canada Expansion
    American Tax and Financial Group Franchise
    No
    Tax Planning Centre Franchise
    -
    International Expansion
    American Tax and Financial Group Franchise
    No
    Tax Planning Centre Franchise
    -

    Company Overviews

    About American Tax and Financial Group

    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).

    About Tax Planning Centre

    Tax Planning Centre has been in existence since 1995 to serve tax payers. We have an extensive network of seasonal tax preparation (corporate and franchised) locations across British Columbia, Yukon, Alberta and Ontario, who service thousands of clients on an annual basis. No prior tax preparation experience required! Some of the most successful franchise owners are not accountants. Tax Planning Centre provides expert training in operating your business, the latest technology, customer service strategies and more. We are in business with you, our franchisee and Tax Planning Centre work together to help you achieve your financial goals. We will make sure you are prepared to operate a very successful business.