August 27, 2014 11:54 PM ET

Diversified Consumer Services

Company Overview of Liberty Tax, Inc.

Company Overview

Liberty Tax, Inc., together with its subsidiaries, provides tax preparation services and products. It operates through U.S. Operations and Canadian Operations segments. The company also facilitates refund-based tax settlement financial products, such as instant cash advances, refund transfer products, and personal income tax refund discounting, as well as offers online tax preparation services. Its customers include taxpayers, who for reasons of complexity, convenience, or the need for prompt tax refunds, seek the assistance of assisted tax preparation services. Liberty Tax, Inc. offers its products and services through a network of company-owned offices and franchised locations under the Li...

1716 Corporate Landing Parkway

Virginia Beach, VA 23454

United States

Founded in 1996

645 Employees



Key Executives for Liberty Tax, Inc.

Age: 65
Total Annual Compensation: $469.6K
Chief Financial Officer and Vice President
Age: 53
Total Annual Compensation: $114.4K
Chief Investment Officer
Age: 52
Total Annual Compensation: $330.3K
Vice President of Legal & Governmental Affairs and General Counsel
Age: 54
Total Annual Compensation: $342.7K
Compensation as of Fiscal Year 2014.

Liberty Tax, Inc. Key Developments

Liberty Tax Launches Cloud Bookkeeping Service, Liberty Accounting

Liberty Tax, Inc. has launched Liberty Accounting. The offering will help Liberty Tax franchisees provide a more expansive suite of financial services to their clients, in addition to tax preparation and filing. The integration of this product will help customers keep more accurate records, making the tax preparation process much easier. Liberty Accounting is simple, fully featured double-entry accounting, designed to strengthen the collaborative relationship between Liberty Tax franchisees and their small business-owning customers. Because the offering is cloud-based, Liberty Tax franchisees will be able to serve their clients as truly trusted business advisors. Liberty Accounting is powered by Kashoo, makers of simple cloud accounting software for small business -- on the App Store's most downloaded iPad accounting app, the iPhone and the web. Kashoo currently helps nearly 200,000 small businesses spread throughout more than 180 countries take control of their business finances from anywhere, anytime.

Liberty Tax, Inc. Announces the Upcoming Departure of Mark Baumgartner

Liberty Tax, Inc. announced the upcoming departure of Mark Baumgartner, the Company's Chief Investment Officer and CEO of JTH Financial. Mr. Baumgartner has been with the Company since 2003 and was the visionary behind JTH Financial.

JTH Holding, Inc. Announces Amendment to Amended and Restated Certificate of Incorporation

Liberty Tax, Inc. (formerly named JTH Holding, Inc.) with the Securities and Exchange Commission on June 23, 2014, the Company's Amended and Restated Certificate of Incorporation has been amended, effective July 15, 2014, to change the Company's corporate name to Liberty Tax, Inc. The Company's bylaws were amended to make the same change as of the same effective date.

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