Liberty Tax

Overview

Liberty Tax Service® is a tax preparation franchise established in 1997 in Virginia Beach, VA. The company has grown to over 2,000 retail branches across the U.S. and Canada, employing more than 12,000 tax professionals. The organization is dedicated to building long-term relationships with its customers, focusing on helping clients maximize refunds and minimize tax liabilities while maintaining a strong sense of community impact and commitment to excellence.

A wide array of in-office and online tax preparation services are offered, along with bilingual support, year-round tax planning advice, and innovative tools for checking IRS refund status. Liberty Tax also supports its franchisees with comprehensive training and marketing resources, establishing itself as a top franchise opportunity and trusted resource for individuals, families, and immigrants seeking reliable tax assistance.

Basic Information

Contact Details

• Phone: +1 757-493-8855
• Website: libertytax.com
• LinkedIn: linkedin.com/company/libertytax

Key Focus Areas & Initiatives

• In-office and online tax preparation services
• Tax education and training programs
• Bilingual support for diverse communities
• Year-round tax planning and consulting
• Comprehensive franchisee training and support
• IRS refund status tracking tools
• Refund anticipation loans
• Expansion of retail locations across North America
• Customer satisfaction guarantees

Technologies Used

• ADP Workforce Now
• Amazon SES
• AppNexus
• Bing Ads
• Brightcove
• CallRail
• DoubleClick
• DoubleClick Conversion
• Drupal
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Gmail
• GoDaddy Verified
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Play
• Google Tag Manager
• Incapsula
• LiveRamp
• Microsoft Teams
• Microsoft Windows Server 2012
• Mobile Friendly
• Outlook
• RocketFuel
• Sendgrid
• Simpli.fi
• Slack
• Typekit
• Upsellit
• VueJS
• Yelp
• reCAPTCHA

Buyer Teams to Target

Finance & Accounting Leadership

• Chief Financial Officer (CFO)
• Director of Accounting
• Tax Manager
• Controller
• Audit Manager
• Senior Accountant

Franchise Operations & Support

• VP of Franchise Operations
• Director of Franchise Development
• Regional Franchise Manager
• Franchise Support Specialist
• Training Manager
• Field Operations Manager

Marketing & Customer Experience

• Chief Marketing Officer (CMO)
• Director of Marketing
• Digital Marketing Manager
• Customer Experience Manager
• Community Outreach Coordinator
• Brand Manager

IT & Digital Services

• Chief Information Officer (CIO)
• Director of IT
• Information Security Manager
• Applications Development Manager
• Helpdesk Supervisor
• Systems Analyst

What They Buy

• Cloud-based tax preparation software
• CRM and customer engagement platforms
• Franchise management solutions
• Payroll and HR management systems
• Secure document management tools
• Marketing automation & analytics tools
• Online appointment scheduling software

Signals to Watch

• 📆 Surge in job postings for tax professionals or franchise operations
• 🏢 Opening of new retail or franchise locations
• 💻 Investments in digital tax filing technology
• 🇪🇸 Launch or promotion of bilingual services
• 🤝 Announcements of new partnerships or alliances
• 📣 Major marketing campaigns during tax season