About Us
Who we are
We’re a locally-owned tax preparation franchise backed by a national brand, with a mission to improve the lives of those in our communities through in-person tax, small business consulting, and financial education services.
- Year-round partnership – not just in tax season!
- Community-driven approach.
- English and Spanish-speaking locations.
- A trusted, national brand since 1986.
Why Clients Choose ATAX
You deserve a trusted financial partner who makes your tax preparation easier, answers your questions, and genuinely cares about your success.
Judgment-Free Service
Our tax preparers are here to help, wherever you are in your financial journey. No judgment, just expert, in-person tax preparation services that put you at ease.
Bilingual Tax Preparation
Get bilingual, professional tax preparation, financial education, and business support at many ATAX locations. We help both English and Spanish-speaking communities.
Trusted For Decades
With decades of experience supporting individuals and small businesses and dedicated, expert local tax teams, ATAX has proudly served communities from coast to coast for 35+ years.
Year-Round Partnership
Unlike seasonal tax prep offices, we provide ongoing support and services throughout the year to help you reach your financial goals in every season.
Locally-Owned Offices
ATAX tax preparation offices are locally owned, creating deeper community roots and teams that give back to your neighborhood through ATAX Cares.
We’re Grateful For Every Person We’ve Served Since We Started In 1986
Having Fun, Improving Lives
We don’t see taxes as just numbers. Tax preparation and business services for local communities are a chance for us to take away stress, set you up for future success, get your maximum refund, and simplify your life. We’re here to support you and give back to the communities we serve!
Client Testimonials
Don’t take our word for it – hear from a flock of happy ATAX clients.
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"I would not trust my taxes with ANYONE else. Atax has been helpng me for years with my taxes and I will continue to work with them. They are professional, prompt and experts at taxes! I recommend them to ALL of my family and friends!"
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"I had an excellent experience at ATAX! The team was professional, knowledgeable, and took the time to explain everything clearly. They made the entire tax filing process smooth and stress-free. I really appreciate their attention to detail and willingness to answer all my questions. If you’re looking for reliable and efficient tax services, I highly recommend ATAX. I’ll definitely be returning next year!"
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"I had an excellent experience with Joel from Atax. From start to finish, he made the entire process smooth and stress-free. He took the time to explain everything in detail and ensured I understood my options, which gave me a lot of confidence. His professionalism, attention to detail, and friendly service were truly outstanding. I’m grateful for his expertise and would highly recommend him to anyone looking for reliable and knowledgeable tax help!"
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"Cindy Gonzalez at ATAX was amazing! She explained everything very clearly and got me a great refund. You are in good hands! I’ll be back!"
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"Amazing Service! Fast and efficient with taking care of me for my taxes. I would highly recommend to anyone as I will be working with them again."
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"Toya at ATAX has been doing my taxes for the last two years, and she’s honestly the best tax preparer I’ve ever had. She knows her stuff and always makes sure I understand where I stand, so the whole process goes smoothly. Plus, she’s super quick to respond to any questions I have."
Meet Your ATAX Executive Team
Get to know the professionals who will help you with your taxes!
Alberto J. Ortiz
CEO & President of ATAX Franchise
Alberto J. Ortiz has dedicated more than 17 years to helping individuals and small businesses navigate their taxes and finances with confidence. Before leading ATAX, he spent 10 years at H&R Block, where he served as District General Manager, Regional Director, and Vice President of Latin Operations, supporting over 2,700 offices. Today, as CEO and President of ATAX, Alberto continues his mission to empower the Hispanic community through accessible, reliable, and caring tax and business services.
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John T. Hewitt
CEO & Founder of Loyalty Brands
John T. Hewitt is the CEO and Founder of Loyalty Brands, the parent company of ATAX. With more than 55 years of experience in the tax industry, John has built a remarkable career as the founder of both Jackson Hewitt and Liberty Tax Service. In 2018, he launched Loyalty Brands—a family of franchise businesses designed to help entrepreneurs succeed and grow. Under his leadership, the company has expanded to eight thriving brands, all working together to create opportunities, build customer loyalty, and strengthen communities.
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Recognized For Excellence In Tax Preparation & Business Growth
- 2024-25 Inc. 5000 Award winner
- 2019-25 Ranked in the Entrepreneur’s Franchise 500®.
- 2020 Ranked a Top Franchises Satisfaction Award by Franchise Business Review.
- 2019 Franchise Business Review, “Top 200 Franchises”
- 2018 Hubdoc “Top 50 Cloud Accounting firms in North America” (2017, 2016)
- 2018 CPA Practice Advisor “Top 20 under 40” Professionals in the Accounting Industry – Arthur Garcia, President
- 2018 Accounting Salon Member – Joel Lacayo, Head of Growth
- 2018-2019 Accountant Advisory Board – Joel Lacayo
- 2015 IFA Ronald E. Harrison Award for diversity & inclusion
- 2015 Franchise Business Review, “Top 200 Franchises”
- 2014 Franchise Business Review “Top 50 Low-Cost Franchises”
- 2014 Xero – “Emerging Growth Partner of the Year,” Xerocon Denver
- 2013 USA Today’s Top 50 Franchises for Minorities in 2013
- 2012 became a member of the IFA, Vet Fran, and Minority Fran
ATAX Tax School
Your Next Career Move? Eagle-Eyed Tax Preparer
We don’t just do taxes. We help careers take flight. ATAX Tax School offers both in-person and online tax preparation courses in English and Spanish. Our accessible, engaging classes equip you for a career in tax, with high earning potential and growth opportunities.
