Liberty Tax Service

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Liberty Tax Service, Inc.
Type Private
Founded Virginia Beach, VA USA, (1997)
Headquarters Virginia Beach, VA USA
Key people John Hewitt, Chairman, CEO & President,
COO Rufe Vanderpool,
CMO Martha O'Gorman,
CFO Mark Baumgartner,
CIO Charles E. Kirkpatrick
Products Tax preparation
Tax preparation courses
Website libertytax.com

Liberty Tax Service is a United States-based company specializing in the preparation of tax returns for low-income individuals and small businesses. The company began in Canada in 1997 when John Hewitt, co-founder of Jackson Hewitt, acquired a Canadian tax franchisor, U&R Tax Depot. In 1998 the company became Liberty Tax Service and opened 5 offices in the United States.[1]

Liberty Tax Service appeared on Forbes "Top 20 Franchises for the Buck" in 2012.[2] Liberty Tax Service is well known for its wavers, people in Statue of Liberty costumes and Uncle Sam costumes, used as a form of guerilla marketing.[3][4][5][6][7] On October 28, 2011, a flash mob of costumed Lady Libertys danced in Times Square to promote Liberty Tax Service and celebrate the anniversary of the Statue of Liberty.[8][9]

Contents

[edit] Products and services

  • Paper or electronic filing of tax returns
  • Netspend Preloaded credit card (refund loaded onto Netspend card)
  • Written Guarantee
  • Tax Return Preparation Courses

[edit] CEO & Founder

A typical location in a strip mall in Hillsboro, Oregon

John has 43 years of experience in the tax preparation business, more than any other active CEO in the industry. John began his career at H&R Block as a tax preparer in 1969 and was later promoted to regional director of 250 offices. In 1982, he went on to found Jackson Hewitt Tax Service, which he grew to over 1,300 offices until it was sold for $483 million in 1997. John’s leadership has made Liberty the third largest tax preparation franchise after 15 years of business.

[edit] Reputation

Liberty Tax Service has surged to the forefront of a constantly evolving and technological tax industry, garnering many accolades in its climb. Here are some of the most recent: •Entrepreneur magazine has ranked Liberty Tax Service on its “Franchise 500” list of best franchise opportunities since 1998. •Liberty Tax Service is the only tax franchise on the Forbes magazine’s “Top 20 Franchises for the Buck.” (2012) •In July, 2011 Vetrepreneur magazine named Liberty Tax on its "Military Friendly" franchise list. •In its Summer 2011 issue, Small Business Opportunities magazine ranked Liberty Tax one of the "75 Hot Franchises to Get Into Now." •In June, G.I. Jobs named Liberty Tax Service on its elite list of "Military Friendly" franchises.

The business model is appealing to a diverse America and many who are looking for more control of their destinies during a tough economy. •Olive Tree Publishing, Inc., the publisher of the Black EOE Journal, the Hispanic Network Magazine, and the Professional Woman’s Magazine, announced that Liberty Tax Service has been selected and has been recognized in their publications’ the past three years. “Best of the Best” Annual Review Series in the categories of “top franchise,” “top financial institutions,” and “top supplier of diversity programs. •Liberty Tax Service is the only tax service that was included on the elite list of "25 Top Franchises for Hispanics" in 2006, 2007, 2009, 2010, and 2011 published by Poder, formerly Hispanic Enterprise magazine.

[edit] References

[edit] External links