FranchiseRanked

Liberty Tax Service

Business & Professional ServicesSBA loans FY2020–FY2026

29

SBA Loans

$14.9M

Total Financed

$514K

Avg Loan Size

—

YoY Loan Growth

How Liberty Tax Service Compares

  • Ranks #13 of 241 Business & Professional Services brands by SBA loan count (#379 of 3,543 overall).
  • Its average loan of $514K is 106% above the Business & Professional Services median of $250K.
  • Its 6.9% charge-off rate compares to a 2.1% average across all Business & Professional Services brands.

SBA Loan Activity by Fiscal Year

Fiscal YearLoansTotal Financed
FY20206$4.2M
FY20216$2.8M
FY20225$2.0M
FY20232$351K
FY20242$1.8M
FY20254$679K
FY20264$3.0M

FY2026 may be a partial year -- the SBA dataset is refreshed quarterly and the most recent fiscal year is often incomplete.

Recent SBA-Financed Liberty Tax Service Locations

Borrower names and amounts as reported in the SBA's public 7(a) loan dataset.

Alden Street Advisory LLCMARYVILLE, TN
$473,0002026-01-22
McKinney & Wolcowitz CPA PAINVERNESS, FL
$2,035,0002025-12-24
Emerald Tax & Accounting Solutions, LLCASHEBORO, NC
$472,5002025-12-04
HAPPY TAX RETURNS LLCRICHMOND, VA
$60,0002025-11-18
Lee Martin Development LLCCOLUMBUS, OH
$55,0002025-08-05
Aarna Enterprise, LLCMOUNT POCONO, PA
$25,0002025-03-10
VFM LLCMYRTLE BEACH, SC
$449,2002025-02-06
HAPPY TAX RETURNS LLCRichmond, VA
$150,0002024-12-05
ZK TAX LLCRAPID CITY, SD
$1,110,6002024-09-27
Walnut Creek Enterprises LLCFrisco, TX
$694,5002024-06-11
BOJONGO CPAS & ADVISORY PLLCDALLAS, TX
$126,0002023-01-11
Serious Business Solutions LLCEvansville, IN
$225,0002022-10-26
FLORIAN'S TAX SERVICES CORPBRONX, NY
$25,0002022-09-23
Concelium, LLCCHARLOTTE, NC
$658,7002022-07-12
Liberty Tax ServiceAPPLETON, WI
$49,0002022-06-06
Paraga LLCSacramento, CA
$1,126,2002022-03-31
SEJ FINANCIALS LLCWILMINGTON, DE
$100,0002021-10-04
KC Financial L.L.C.SANFORD, NC
$350,0002021-09-15
Walnut Creek Enterprises LLCOKLAHOMA CITY, OK
$807,4002021-08-13
INDEPENDENCE CAPITAL & HOLDINGS LLCANNA, TX
$441,0002021-08-10
Liberty Tax ServiceINDEPENDENCE, MO
$742,0002021-06-02
SJCB Enterprises LLCGroveland, FL
$370,0002021-05-03
TAIT BUSINESS GROUP LLCBARTOW, FL
$125,0002020-11-05
Liberty Tax ServiceLAKELAND, FL
$1,089,5002020-08-26
G-QTS INCSAINT PETERSBURG, FL
$298,0002020-08-18

Frequently Asked Questions

Is Liberty Tax Service growing or shrinking?

Liberty Tax Service doesn't have enough SBA loan activity in both FY2025 and FY2026 to calculate a reliable year-over-year trend. For context, it ranks #13 of 241 Business & Professional Services brands by total SBA loan count since FY2020 -- a snapshot of scale, if not of trend.

How much does it cost to open a Liberty Tax Service franchise?

We don't have that figure -- investment ranges and fees come from a franchisor's Franchise Disclosure Document (FDD), which this site doesn't parse (see methodology). The average SBA loan size of $514K (106% above the typical Business & Professional Services brand's $250K) is a rough proxy, but SBA loans often cover only part of total investment.

What's the SBA loan default rate for Liberty Tax Service?

2 of 29 SBA loans to Liberty Tax Service franchisees (6.9%) have been charged off since FY2020, compared to 2.1% across all Business & Professional Services brands.

Top SBA Lenders

  • First Bank5
  • TD Bank, National Association3
  • BayFirst National Bank2
  • Manufacturers and Traders Trust Company2
  • Busey Bank1
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Source: SBA 7(a) FOIA loan dataset. View dataset