over 25 years of

EXCELLENCE

Liberty Tax has been serving customers since 1997, offering fast and affordable tax preparation support along with its suite of financial services. A portfolio company of NextPoint Financial Inc. (TSX: NPF.U & OTC Pink: NACQF), Liberty Tax serves approximately 1.6 million consumer and small business clients across its 2500 locations in the U.S. and Canada with more than just help with their taxes. The company has transformed the seasonal, tax-only model to one that operates year-round by offering services such as loans, bookkeeping, credit repair and tax debt resolution. With innovative products, technology and marketing, Liberty Tax offers a turn-key path to success.

Learn why we are a leader in the tax preparation industry.

leadership

ON YOUR SIDE

Our senior leadership has built an industry-respected team ready to help you find success via operations, training and marketing support. They are guided by our mission which remains the same as when we first opened: to offer the flexibility of a personal tax consultant and the security of a large, established company.

scott

SCOTT TERRELL

CEO – Liberty Tax

27 years of experience leading, building and transforming teams and organizations in a variety of companies and industries. Previously served as both COO and CIO at NextPoint Financial from 2021-2023. Prior to that, he served as CIO at Liberty Tax from 2019-2021, and CIO at HealthMarkets, Inc. from 2013-2019. He holds a Bachelor of Science in Computer Science from Texas Tech University.

michael

MICHAEL MILLER

COO – Liberty Tax

Over 35 years of experience in the hospitality industry, Michael brings a wealth of experience to Liberty Tax. He will play a pivotal role in guiding Liberty Tax towards the successful execution of growth-focused initiatives while fostering strong and collaborative relationships with our franchisees. He previously served as Group Vice President - Franchise Operations at Wyndham Hotels & Resorts, overseeing support for over 5,000 franchisees.

VIBRANT INDUSTRY

The tax industry is an 14 billion dollar opportunity. Yes billion, with a “B”. In 1861, Americans began paying income tax. Since then, tax preparation has grown into an $14 billion dollar industry. Customer demand is inherently high and impervious to economic volatility—in fact over 162 million people filed a tax return in the past year, and more than 85 million paid someone to prepare their taxes. 

Joyce Jordan, VA

Franchisee, VA

“Liberty has contributed vastly to my success with tax customers”.

*OFFER DETAILS AND DISCLOSURESRed Carat