H&R Block Tax Services LLC

Financial Services 2025 FDD Analysis Est. 1955 (71+ years) No Item 19

Key FDD Facts

Free

Initial Investment

$34K - $159K

Item 7 — Estimated Initial Investment

45th percentile | Near the Financial Services industry average

Franchise Fee

$3K

Item 5 — Initial Franchise Fee

Royalty Fee

60% of first $5,000 of revenue per calendar year, 40% on revenue over $5,000

Item 6 — Continuing Royalty

System Size

8,688 units

Item 20 — Outlets & Franchisee Info

Years in Business

71+ years

Item 1 — Founded 1955

Item 19 (Earnings Claims)

Not Disclosed

No financial performance representations made

Agreement Term

10 years

Item 10 — Franchise Agreement

Company-Owned Units

6,701

Item 20 — Franchisor-Operated Locations

Transfer Fee

$3K

Item 17 — Transfer of Franchise

Exclusive Territory Owner-Operator Required

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Industry Benchmarks

vs 11 Financial Services peers
Initial InvestmentLower than 55% of peers
Franchise FeeLower than 100% of peers
System Size (Units)Higher than 90% of peers

Financial Services Industry Averages

Avg Investment

$36,170$210,961

Avg Franchise Fee

$31,818

Avg System Size

1,358 units

Franchises Analyzed

11

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Frequently Asked Questions

Frequently Asked Questions

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