Tax & Insurance Franchises: Costs & Top Brands 2026 | VetMyFranchise

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All Financial Services Franchises

Search, filter, and compare every financial services franchise we've analyzed. Select up to four to compare side by side.

Brand Item 19 Fee Investment Royalty Units
ACFNFinancial Services· Est. 2002 Disclosed $25K $38K - $58K 1–1.25% 210
ATAXFinancial Services· Est. 2019 None $10K $101K - $524K 50% 32
Ameriprise Financial ServicesFinancial Services· Est. 1971 Disclosed $2K $10K - $138K 72–91% 3,738
BooxkeepingFinancial Services· Est. 2020 Disclosed $50K $68K - $75K 10% 9
BrightwayFinancial Services· Est. 2017 Disclosed $25K $43K - $187K — 351
Commission ExpressFinancial Services· Est. 1994 None $25K $173K - $299K 1–9% 37
Charles Schwab &Financial Services· Est. 1971 Disclosed $50K $104K - $222K — 95
Freeway InsuranceFinancial Services· Est. 2021 Disclosed $25K $35K - $84K 14% 47
DecimalFinancial Services· Est. 2025 None $30K $60K - $1.1M 5–10% 3
GlobalGreenFinancial Services· Est. 2007 Disclosed $10K $33K - $70K 15% 155
REEF HEALTHFinancial Services· Est. 2022 Disclosed $50K $53K - $57K 0% 0
Goosehead InsuranceFinancial Services· Est. 2008 Disclosed $50K $66K - $112K 20–50% 1,008
H&R BlockFinancial Services· Est. 1955 None $3K $34K - $159K 30–60% 1,987
Jackson Hewitt Tax ServiceFinancial Services· Est. 1985 Disclosed $25K $19K - $105K 15% 2,468
Liberty Tax ServiceFinancial Services· Est. 1996 Disclosed $25K $50K - $71K 14% 1,537
Journey Payroll & HRFinancial Services· Est. 2017 Disclosed $30K $39K - $82K 5% 9
Keystone Insurers GroupFinancial Services· Est. 2024 Disclosed $5K $27K - $99K — 280
LedgersFinancial Services· Est. 2019 None $150K $155K - $314K 50% 3
Money CfoFinancial Services· Est. 2025 None $49K $74K - $143K 10% 0
MottoFinancial Services· Est. 2016 Disclosed $35K $56K - $245K — 171
Murphy Business & FinancialFinancial Services· Est. 2014 Disclosed $48K $66K - $88K — 135

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Frequently Asked Questions

How much does a tax preparation franchise cost?

Tax prep and bookkeeping franchises are among the lowest-cost service concepts, with many opening for well under $100K, while insurance and larger financial-service brands vary with office space and licensing. Item 7 gives the brand-specific range, and Item 6 the ongoing fees.

What are the top tax and insurance franchises?

Tax-prep names like H&R Block, Jackson Hewitt, and Liberty Tax dominate awareness, but bookkeeping and insurance-agency brands often carry steadier year-round revenue. Compare their Item 19 disclosures and fee structures in the table above before deciding which fits your credentials.

Is a tax preparation franchise seasonal?

Many tax prep franchises earn most revenue during filing season, so owners often add bookkeeping or financial services for year-round income. Franchisor support and any additional revenue lines are described in the FDD, and ongoing fees appear in Item 6.

How much does it cost to open an insurance franchise?

Insurance franchise costs vary with office space and licensing, and many brands use commission-share or royalty structures rather than a flat fee. Item 7 of each FDD covers the initial investment, and Item 6 details ongoing royalties and marketing contributions.

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