American Tax and Financial Group vs Listo Tax Solutions Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of American Tax and Financial Group vs Listo Tax Solutions 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
Listo Tax Solutions Franchise
Investment $33,600 - $43,000 $55,200 - $92,200
Franchise Fee $15,000 $30,000
Royalty Fee 10% 11.5%
Advertising Fee - -
Year Founded 1997 1996
Year Franchised 2003 2009
Term Of Agreement 5 years 10 years
Term Of Agreement 5 years 10 years
Renewal Fee $2.5K -


Business Experience Requirements

 
American Tax and Financial Group Franchise
Listo Tax Solutions Franchise
Experience
  • Strong commitment to customer service
  • -

    Financing Options

     
    American Tax and Financial Group Franchise
    Listo Tax Solutions 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
    Listo Tax Solutions Franchise
    Training -

    Available at headquarters: 5 days.

    Support Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations

    Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives

    Marketing Ad slicks, Regional advertising -
    Operations

    Number of employees needed to run franchised unit: 4

    Absentee ownership of franchise is allowed.

    *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators).


    Expansion Plans

     
    American Tax and Financial Group Franchise
    Listo Tax Solutions Franchise
    US Expansion - Yes
    Canada Expansion No -
    International Expansion No -

    Start-Up Costs and Fees Mobile

    Investment
    American Tax and Financial Group Franchise
    $33,600 - $43,000
    Listo Tax Solutions Franchise
    $55,200 - $92,200
    Franchise Fee
    American Tax and Financial Group Franchise
    $15,000
    Listo Tax Solutions Franchise
    $30,000
    Royalty Fee
    American Tax and Financial Group Franchise
    10%
    Listo Tax Solutions Franchise
    11.5%
    Advertising Fee
    American Tax and Financial Group Franchise
    -
    Listo Tax Solutions Franchise
    -
    Year Founded
    American Tax and Financial Group Franchise
    1997
    Listo Tax Solutions Franchise
    1996
    Year Franchised
    American Tax and Financial Group Franchise
    2003
    Listo Tax Solutions Franchise
    2009
    Term Of Agreement
    American Tax and Financial Group Franchise
    5 years
    Listo Tax Solutions Franchise
    10 years
    Renewal Fee
    American Tax and Financial Group Franchise
    $2.5K
    Listo Tax Solutions Franchise
    -


    Business Experience Requirements

    Experience
    American Tax and Financial Group Franchise

  • Strong commitment to customer service
  • Listo Tax Solutions Franchise
    -

    Financing Options

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

    Training & Support

    Training
    American Tax and Financial Group Franchise
    -
    Listo Tax Solutions Franchise

    Available at headquarters: 5 days.

    Support
    American Tax and Financial Group Franchise
    Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations
    Listo Tax Solutions Franchise

    Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives

    Marketing
    American Tax and Financial Group Franchise
    Ad slicks, Regional advertising
    Listo Tax Solutions Franchise
    -
    Operations
    American Tax and Financial Group Franchise

    Number of employees needed to run franchised unit: 4

    Absentee ownership of franchise is allowed.

    Listo Tax Solutions Franchise

    *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators).


    Expansion Plans

    US Expansion
    American Tax and Financial Group Franchise
    -
    Listo Tax Solutions Franchise
    Yes
    Canada Expansion
    American Tax and Financial Group Franchise
    No
    Listo Tax Solutions Franchise
    -
    International Expansion
    American Tax and Financial Group Franchise
    No
    Listo Tax Solutions 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 Listo Tax Solutions

    Interested in business ownership? Financial security? Year round income?  Multiple revenue streams?  A long term business?  Or maybe passive ownership? If so, the Listo Tax Solutions Franchise Opportunity could be right for you.
    Listo Tax Solutions is a company that securely and accurately prepares customers taxes. Listo Tax Solutions is committed to getting its customers a maximum tax refund or, failing that, a minimum amount of taxes owed to the government. The company vows to go over all refund and payment choices with its clients while weighing the pros and cons, with the final decision up to the client him or herself. Beyond tax preparation, Listo Tax Solutions also provides accounting, payroll, and even some translation services. Over everything, Listo Tax Solutions stresses the privacy it provides to customers. While other tax prep businesses have several clients sharing information in a single room, this system leads people vulnerable to fraud and identity theft. To find out more about becoming a Listo Tax Solutions franchisee, find them at www.listotax.com/