Liberty Tax (TAXA) Stock Price, News & Analysis

Company Overview

Liberty Tax, trading under OTCMKTS:TAXA, is a franchisor of tax preparation and financial services operating through a network of locally owned and operated offices. The company’s core business centers on preparing and electronically filing individual and small business tax returns, as well as offering related products such as refund anticipation loans and secure e-filing solutions. By leveraging both in-office consultations and online platforms, Liberty Tax aims to simplify the tax filing process and provide customers with timely access to their refunds.

Founded in 1997 by tax industry entrepreneur John T. Hewitt, Liberty Tax pioneered a franchise model that enabled rapid expansion across North America. Early growth was driven by a focus on branded offices staffed with trained tax professionals and supported by centralized operations for training, marketing, and regulatory compliance. Over time, the franchise network grew to encompass thousands of locations, making Liberty Tax one of the more recognizable names in the tax preparation sector.

Today, Liberty Tax serves clients in the United States and Canada, with a concentration of franchise offices in urban and suburban markets. In addition to core tax preparation and filing services, the company offers audit assistance, identity theft protection, and year-round bookkeeping support for small businesses. Its refund transfer products allow customers to leverage anticipated tax refunds without upfront fees, and its digital tools enable filers to track their returns and access tax documents securely online.

Headquartered in Virginia Beach, Virginia, Liberty Tax is governed by an executive leadership team responsible for franchise development, marketing strategy and regulatory affairs. The company continues to focus on strengthening its franchise support infrastructure, enhancing digital platforms and ensuring compliance with evolving tax laws. Through this combination of local presence and centralized resources, Liberty Tax seeks to maintain its position in the competitive tax services market.

Key Stats

• Today's Range: N/A
• 50-Day Range: N/A
• 52-Week Range: N/A
• Volume: 10,100 shs
• Average Volume: 20,035 shs
• Market Capitalization: $193.73 million
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: N/A

Industry, Sector and Symbol

• Stock Exchange: OTCMKTS
• Sector: Business Services
• Industry: Patent Owners & Lessors
• Sub-Industry: Trading
• Current Symbol: OTCMKTS:TAXA
• CIK: 1528930
• Web: www.libertytax.com
• Phone: 757-493-8855
• Fax: N/A
• Employees: 14,200
• Year Founded: 1997

Profitability

• EPS (Trailing Twelve Months): ($0.21)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$2.16 million
• Net Margins: 0.98%
• Pretax Margin: N/A
• Return on Equity: 1.61%
• Return on Assets: 0.77%

Debt

• Debt-to-Equity Ratio: 0.46
• Current Ratio: 2.88
• Quick Ratio: 2.72

Sales & Book Value

• Annual Sales: $132.55 million
• Price / Sales: 0.00
• Cash Flow: N/A
• Price / Cash Flow: 7.32
• Book Value: $12.84 per share
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: 16,212,000
• Free Float: N/A
• Market Cap: $193.73 million
• Optionable: Not Optionable
• Beta: 0.48