Eagle Tax
Inquire about opening an Eagle Tax Franchise in your local area today!

The Eagle Tax advantages include low start-up costs, no inventory requirements, nationwide prime territories available for multi-unit development with flexible retail formats, an established and proven software system, and our comprehensive training program that allows our franchisees to file tax returns without having prior tax experience

Tax preparation is recession resistant since every working individual must file a return every year, regardless of the economy.
Find out more information on our Industry Background page.


The Eagle Tax support team is with you every step of the way to assist you with site selection, store construction, training and marketing. Once your location is open the support staff provides around the clock assistance for any questions your staff may have throughout the work day.

Franchisee Qualification Application
Want to find out some more information about Eagle Tax's franchise opportunity?

Fill out our quick and confidential questionnaire so we can help you with your investigation.

Once we receive it, we'll send you our e-brochure so you can get some more details about us!

To move between fields, use your "tab" key, or click on a field using your mouse.
 
Fields marked with [*] are required
 
Your Personal Information
* First Name:   * Last Name:
* E-Mail:
Birthdate:
Spouse's Personal Information
First Name:     Last Name: 
Birthdate:
Your Contact Information:
* Day Phone: --
* Evening Phone: --
Cell Phone: --
* Best time to call:
*Address:
*City:
*State: *Zip Code:
Family Status: Single Separated Married Divorced
Number of Minor Children:
Highest level of education completed High School
College/University
Business/Technical
Other:
Spouse - Highest level of education completed: High School
College/University
Business/Technical
Other: 
How did you hear about us?  
Have you ever owned your own business? Yes No
If “yes”, please provide details:
How long have you been looking to buy a business?
What other ones have you considered?
Preferred territory location(s):
1st choice
2st choice
3st choice
What is your time frame for starting a business? 30 days
60 days
90 days
6 months
1 year or longer
Who do you anticipate will run your Eagle Tax Service center? Self/Spouse
Co-Applicant
Other:
Applicant
Current Employer/Position:
City/State:
Annual Salary: $
Applicant's Dates Employed(mm/dd/yyyy): From: To:
Attach resume if available:
(Allowed extentions:.pdf .doc, Maximum size is 0.5 Mb)
Spouse
Current Employer/Position:
City/State:
Annual Salary: $
Spouse's Dates Employed(mm/dd/yyyy): From: To:
Financial Information:
What is the minimum annual income you need to maintain your family during the first years of a new franchised business?
Do you plan to have a partner? Yes No
Do you plan to have investors? Yes No
Do you own your home? Yes No
* Source of financing:
Do you plan on using 401(k) funds or other retirement funds to finance your business? Yes No
** Has any legal action been filed against you in the last three years? Yes No
** Have you ever filed for bankruptcy? Yes No
** Have you ever been convicted of a felony? Yes No
** Explanation of any “Yes” answers
 
Do you have any other sources of income? Yes No
Please note source and amount per year:
Financial Data (Assets):
* Cash (Savings, Checking, Other): $
* Marketable Stocks & Bonds: $
* Real Estate Owned: $
* Other Assets (Explain): $
Financial Data (Liabilities):
* Credit Card Accounts: $
* Loans Payable: $
* Real Estate Mortgages: $
* Other Liabilities (Explain): $
PLEASE READ AND ACKNOWLEDGE

I/we understand that the purpose of this questionnaire is for information only, and is no way binding upon EagleTax Services Group, LLC. or the applicants. I/we represent and warrant that the information supplied herein is complete and accurate to the best of my/our knowledge and understand that EagleTax Services Group, LLC. relies on the information provided in assessing the desirability and qualifications of applicants and, further, that additional financial information may be required upon request by EagleTax Services Group, LLC. I/we authorize EagleTax Services Group, LLC. and its representatives to make inquiries it considers necessary and appropriate, including employment history checks, credit checks, credit reporting agencies, credit references and other sources disclosed to confirm information given.

* By: * Date:

By typing your initials and date in the above boxes you are acknowledging that you have read all information on this form in its entirety.



Legal Statement | Privacy Statement © 2009 EagleTax Services Group, LLC.