Jackson Hewitt Tax Service

10 Exchange Place, 27th FloorJersey City, New Jersey 07302

[email protected]

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Jackson Hewitt, Inc. is a Virginia corporation incorporated on December 24, 1985. They and their wholly-owned subsidiary, Tax Services of America, Inc. do business under the name Jackson Hewitt Tax Service®. They have operated and offered franchises for Jackson Hewitt Tax Service businesses since 1986. Their principal business address is 10 Exchange Place, 27th Floor, Jersey City, New Jersey 07302.

We offer franchises for the operation of Jackson Hewitt Tax Service businesses that provide tax return preparation and other financial and related products and services under the service marks “JACKSON HEWITT® ” and “JACKSON HEWITT TAX SERVICE® ” and such other trademarks, service marks, trade dress and logos that we designate (the “Marks”). Each Franchised Business is governed by a Franchise Agreement and must be operated in accordance with our plan and system for preparing, checking and electronically filing income tax returns using our software, accounting methods, merchandising, equipment selection, advertising, promotional techniques, personnel training and quality standards that feature the Marks (the “Operating System”). The Operating System includes the “Operating Standards,” “Marks Standards,” and “Technology Standards” as defined in the Franchise Agreement. Each Franchise Agreement will describe a defined territory (“Territory”) and will specify the number and types of offices you will be require to open within the Territory. We may enter into arrangements with organizations that permit you and/or us to operate a facility in locations open to the general public (“National Account”) as well as places that are not open to the general public, such as within a business, organization, labor union, or government employer (an “Affinity Location”). We may negotiate special rates and/or services for providing tax preparation services at a National Account location (“National Account Location”) or an Affinity Location. We are not required to allow you to service Affinity Accounts or National Accounts or operate in Affinity Accounts or National Account Locations, but if we do, you and we will execute an addendum to the Franchise Agreement to reflect the non-traditional nature of the location as well as the specific requirements that are imposed by the particular National Account or Affinity Account. Our current form of addendum is attached as Schedule D to the Franchise Agreement (see Exhibit C to this Disclosure Document), but the form you would sign would be an adaptation of that form to incorporate terms and conditions specific to the particular Affinity Account or National Account and the operation of Jackson Hewitt Businesses at their locations. Depending on the arrangement we negotiate with the National Account or Affinity Account, many of these locations may only operate during one or more Tax Seasons. A “Tax Season” is the period beginning on January 2 and ending on the last date that individual federal income tax returns are due under the Internal Revenue Code of 1986, as amended (the “Code”), without extension (typically, April 15th or the next business day if this day falls on a weekend or federal holiday). We currently have National Account arrangements with national and large regional retailers and under those arrangements, we and our Franchisees operated facilities in approximately 3,000 National Account Locations in the 2018 Tax Season. There are presently no Affinity Locations. We also offer qualified new franchisees the right to participate in our Build-Out Advance Program (the “Build-Out Advance Program”). If you qualify, and participate in the Build-Out Advance Program, you must sign a Franchise Agreement as well as the Build-Out Advance Program Amendment attached as Exhibit D (the “Build-Out Advance Program Amendment”). Under the Build-Out Advance Program, we will advance on your behalf certain costs toward technology, furnishings, and signage that are required for the development and operation of a Jackson Hewitt Tax Service business. We will forgive the amounts advanced on your behalf if you operate for at least three Tax Seasons and meet the other program criteria. We intend to use the Build-Out Advance Program primarily for new franchisees. Not all new franchisees will meet our Build-Out Advance Program criteria, and we have no obligation to provide the Build-Out Advance Program to any franchisee. We may discontinue the Build-Out Advance Program at any time. We also offer to qualified operators of other tax-preparation businesses a franchise for the conversion of their business to a Jackson Hewitt Tax Service business (the “Conversion Program”). If you qualify, and participate in the Conversion Program, you must sign a Franchise Agreement as well as the Conversion Program Amendment attached as Exhibit E (the “Conversion Amendment”). Under the Conversion Program, we will not require you to pay royalty or advertising and marketing fees on revenues you generate from your existing customers, and we will advance on your behalf certain costs toward technology, furnishings, and signage that are required for the development and operation of a Jackson Hewitt Tax Service business. We will forgive the amounts advanced on your behalf if you operate for at least three Tax Seasons and meet the other program criteria. Not all new franchisees will meet our Conversion Program criteria, and we have no obligation to provide the Conversion Program to any franchisee. We may discontinue the Conversion Program at any time. We also offer qualified franchisees the right to participate in our New Storefront Expansion Program (the “New Storefront Expansion Program”). If you qualify, and participate in the New Storefront Expansion Program, you must sign a Franchise Agreement as well as the applicable New Storefront Promissory note attached as Exhibit F (an “Expansion Promissory Note”). Under the New Storefront Expansion Program, we will lend you an amount of money we determine for expenses related to the development of a new storefront (for instance, exterior signage, furniture, and fixtures). We will forgive the amounts lent to you if you operate for at least three Tax Seasons and meet the other program criteria. We intend to use the New Storefront Expansion Program for current franchisees. Not all current franchisees will meet our New Storefront Expansion Program criteria, and we have no obligation to provide the New Storefront Expansion Program to any franchisee. We may discontinue the New Storefront Expansion Program at any time.