H & R Block vs Tax Smart America Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of H & R Block vs Tax Smart America including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees
  H & R Block Tax Smart America
Investment 31501 - 149398 25000 - 25000
Franchise Fee 0
Royalty Fee 30% 8%
Advertising Fee No Advertising Fees
Year Founded 1955 1999
Year Franchised 1958 2001
Term Of Agreement
Term Of Agreement
Renewal Fee


Business Experience Requirements
  H & R Block Tax Smart America
Experience Industry experience

Financing Options
  H & R Block Tax Smart America
 
Franchise Fees Yes
Start-up Costs Yes No
Equipment Yes No
Inventory Yes No
Receivables Yes No
Payroll Yes No

Training & Support
  H & R Block Tax Smart America
Training On-The-Job Training: Up to 300 hours Classroom Training: 36 hours Additional Training: Regional training, year-round; ongoing online training
Support Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives
Marketing Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app Co-op advertising, Ad slicks, National media, Regional advertising
Operations Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators)

Expansion Plans
  H & R Block Tax Smart America
US Expansion Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming Arizona, California, Nevada, Oregon, Washington,
Canada Expansion 0
International Expansion Worldwide, Afghanistan, Albania, Algeria, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Azores, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bolivia, Bonaire, Bosnia, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Canary Islands, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Channel Islands, Chile, China, Colombia, Congo, Cook Islands, Costa Rica, Croatia, Curacao, Cyprus, Czech Republic, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, England, Equitorial Guinea, Eritrea, Estonia, Ethiopia, Faeroe Islands, Federated States of Micronesia, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guinea, Guinea-Bissau, Guyana, Haiti, Holland, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Ireland, Israel, Italy, Ivory Coast, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kiribati, Kosrae, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Liechtenstein, Lithuania, Luxembourg, Macau, Macedonia, Madagascar, Madeira, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mexico, Moldova, Monaco, Montserrat, Morocco, Mozambique, Myanmar, Namibia, Nepal, Netherlands, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, Northern Ireland, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Ponape, Portugal, Puerto Rico, Qatar, Republic of Yemen, Reunion, Romania, Rota, Russia, Rwanda, Saba, Saipan, Saudi Arabia, Scotland, Senegal, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Spain, Sri Lanka, St. Barthelemy, St. Christopher, St. Croix, St. Eustatius, St. John, St. Kitts & Nevis, St. Lucia, St. Maarten, St. Martin, St. Thomas, St. Vincent & the Grenadines, Sudan, Suriname, Swaziland, Sweden, Switzerland, Syria, Tahiti, Taiwan, Tajikistan, Tanzania, Thailand, Tinian, Togo, Tonga, Tortola, Trinidad & Tobago, Truk, Tunisia, Turkey, Turks & Caicos Islands, Tuvalu, Uganda, Ukraine, Union Island, United Arab Emirates, United Kingdom, United States, Uruguay, US Virgin Islands, Uzbekistan, Vanuatu, Venezuela, Vietnam, Virgin Gorda, Wake Island, Wales, Wallis & Futuna Islands, Western Samoa, Yap, Yugoslavia, Zaire, Zambia, Zimbabwe

Start-Up Costs and Fees Mobile
Investment
H & R Block
Tax Smart America
Franchise Fee
H & R Block
Tax Smart America
Royalty Fee
H & R Block 30%
Tax Smart America 8%
Advertising Fee
H & R Block No Advertising Fees
Tax Smart America
Year Founded
H & R Block 1955
Tax Smart America 1999
Year Franchised
H & R Block 1958
Tax Smart America 2001
Term Of Agreement
H & R Block
Tax Smart America 5 years
Renewal Fee
H & R Block
Tax Smart America $10K-25K


Business Experience Requirements
Experience
H & R Block
Tax Smart America Industry experience

Financing Options
 
Franchise Fees
H & R Block
Tax Smart America
Start-up Costs
H & R Block
Tax Smart America
Equipment
H & R Block}
Tax Smart America
Inventory
H & R Block
Tax Smart America
Receivables
H & R Block
Tax Smart America
Payroll
H & R Block
Tax Smart America

Training & Support
Training
H & R Block On-The-Job Training: Up to 300 hours Classroom Training: 36 hours Additional Training: Regional training, year-round; ongoing online training
Tax Smart America
Support
H & R Block Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform
Tax Smart America Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives
Marketing
H & R Block Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app
Tax Smart America Co-op advertising, Ad slicks, National media, Regional advertising
Operations
H & R Block
Tax Smart America Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators)

Expansion Plans
US Expansion
H & R Block Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Tax Smart America Arizona, California, Nevada, Oregon, Washington,
Canada Expansion
H & R Block 0
Tax Smart America
International Expansion
H & R Block Worldwide, Afghanistan, Albania, Algeria, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Austria, Azores, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bolivia, Bonaire, Bosnia, Botswana, Brazil, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Canary Islands, Cape Verde Islands, Cayman Islands, Central African Republic, Chad, Channel Islands, Chile, China, Colombia, Congo, Cook Islands, Costa Rica, Croatia, Curacao, Cyprus, Czech Republic, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, England, Equitorial Guinea, Eritrea, Estonia, Ethiopia, Faeroe Islands, Federated States of Micronesia, Fiji, Finland, France, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guinea, Guinea-Bissau, Guyana, Haiti, Holland, Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Ireland, Israel, Italy, Ivory Coast, Jamaica, Japan, Jordan, Kazakhstan, Kenya, Kiribati, Kosrae, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Liechtenstein, Lithuania, Luxembourg, Macau, Macedonia, Madagascar, Madeira, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mexico, Moldova, Monaco, Montserrat, Morocco, Mozambique, Myanmar, Namibia, Nepal, Netherlands, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Norfolk Island, Northern Ireland, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Poland, Ponape, Portugal, Puerto Rico, Qatar, Republic of Yemen, Reunion, Romania, Rota, Russia, Rwanda, Saba, Saipan, Saudi Arabia, Scotland, Senegal, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, South Africa, South Korea, Spain, Sri Lanka, St. Barthelemy, St. Christopher, St. Croix, St. Eustatius, St. John, St. Kitts & Nevis, St. Lucia, St. Maarten, St. Martin, St. Thomas, St. Vincent & the Grenadines, Sudan, Suriname, Swaziland, Sweden, Switzerland, Syria, Tahiti, Taiwan, Tajikistan, Tanzania, Thailand, Tinian, Togo, Tonga, Tortola, Trinidad & Tobago, Truk, Tunisia, Turkey, Turks & Caicos Islands, Tuvalu, Uganda, Ukraine, Union Island, United Arab Emirates, United Kingdom, United States, Uruguay, US Virgin Islands, Uzbekistan, Vanuatu, Venezuela, Vietnam, Virgin Gorda, Wake Island, Wales, Wallis & Futuna Islands, Western Samoa, Yap, Yugoslavia, Zaire, Zambia, Zimbabwe
Tax Smart America