What is Liberty Tax's business focus and history?

Liberty Tax is a publicly funded company based in Virginia Beach, United States, founded in 1997 by John Hewitt. It operates as a tax preparation service company offering in-person and online tax filing, tax debt resolution, small business bookkeeping, and tax education services. Liberty Tax has raised $13 million in funding and has a latest valuation of $193.7 million. The company has 5,000 employees and its top competitors include companies like H&R Block and Jackson Hewitt.

Liberty Tax Corporate Details & Core Services

Liberty Tax is a tax preparation service company offering in-person and online tax filing, tax debt resolution, small business bookkeeping, and tax education services.

Liberty Tax Contact Information & Official Links

Website https://www.libertytax.com/
Social  
Phone number +1-757-493-8855
Head office address Virginia Beach, Virginia, United States
Tags Tax Preparation Financial Services Accounting

What are Liberty Tax's Key Business Metrics & Stats?

No of employees 5000
Founded year 1997
Type public
SAICS CODE 8721
NAICS Code 5412
Industry Financial Services
Location Virginia Beach, Virginia, United States
Stock Name TAXA (NASDAQ)
Pricing Strategy In-Person Tax Filing, Online Tax Filing, Small Business Bookkeeping
Liberty Tax TAXA (NASDAQ) Firmographic Snapshot 2026 1997 Founded Year 5000 Global Employees United States Headquarters FinancialServices Industry Public Type Verified by DexterAgent.ai

How much funding has Liberty Tax raised to date?

Name Description
Funding Amount USD 13 Million
Stage Reverse Merger | IPO
Latest Valuation 193.7 Million (USD)
Investors

What are Liberty Tax's Core Products?

Name Description
In-Person Tax Filing Professional tax preparation services at Liberty Tax office locations.
Online Tax Filing Secure and convenient online tax filing services.
Tax Debt Resolution Assistance with resolving tax debts and issues with tax authorities.
Small Business Bookkeeping Bookkeeping services tailored for small businesses.
Tax Education Courses and resources for individuals seeking tax education.

What are the latest developments at Liberty Tax?

Date Type Description
September, 2025 Partnership Liberty Tax partnered with TaxPlanIQ to enhance tax planning capabilities.
May, 2025 Leadership Appointment Liberty Tax appointed Kassie Rangel as Chief Information Officer.
January, 2025 Partnership Liberty Tax partnered with Digital Commerce Bank to offer branded personal bank accounts.

Liberty Tax VS H&R Block VS Jackson Hewitt Tax Service : 2026 Comparison

Feature Liberty Tax H&R Block Jackson Hewitt Tax Service
Core Strengths In-Person Tax Filing, Online Tax Filing, Tax Debt Resolution, Small Business Bookkeeping, Tax Education Tax Preparation Services, H&R Block Emerald Prepaid Mastercard, Spruce, Wave Financial Tax Preparation Services, Tax Refund Advance, Tax Resolution Services
Founded Year 1997 1955 1982
Stock Name/Ticker TAXA (NASDAQ) HRB (NYSE)
Type public public private
Global Employees 5000 69000 5000
Revenue (Annual) $132.6 Million(2023) $3.6 Billion(2024)  
Headquarters Virginia Beach, Virginia, United States Kansas City, Missouri, United States Jersey City, New Jersey, United States
Latest Valuation $193.7 Million $7.5 Billion  
LATEST REVENUE (TRILLIONS USD) EMPLOYEE COUNT (THOUSANDS) INNOVATORS VISIONARIES DISRUPTORS GIANTS H&R Block 3.6 | 69000 Competitive Landscape 2026 DexterAgent.ai
Name Description
Legal Name Liberty Tax Inc.
Cin number
GST number
Registration number

Who is in Liberty Tax's executive leadership team?

Name Designation
CEO Scott Terrell
Chief Information Officer Kassie Rangel
SVP of Managed Operations Kevin Jones

Where are Liberty Tax's primary office locations?

City Country
Virginia Beach United States
Hurst United States

What are the current business signals and market intelligence for Liberty Tax?

Spending next 3 months Technology Integration, Franchise Expansion
Pain points Tax Complexity, Tax Debt Resolution
Sales motion Franchise Model, Direct-to-Consumer
Buyer Persona Individuals seeking tax preparation services, Small business owners needing bookkeeping and tax services
Type of customer Individuals, Small Businesses
Key customer domain
Annual ACV $500 - $5,000

What is Liberty Tax's annual revenue history?

Year Revenue (USD)
2023 132.6 Million

What are Liberty Tax's risk management and compliance ratings?

GDPR RIsk No
Privacy Risk No
Company Ratings 2.2
Glassdoor Rating

What are Liberty Tax's business model and service classifications?

Saas No
Offline Stores Yes
Service Yes
Ecommerce Yes
Exporter No
Mobile App No
Retail No
B2B Yes
B2C Yes
Manufacturing No
Wholesale No
Importer No
Get Company Intelligence in API
(Price is 0.1 USD/Record - pay as you go)

 

Get Company Intelligence in API
(Price is 0.1 USD/Record - pay as you go)