Jackson Hewitt

What Jackson Hewitt does

Jackson Hewitt is a US tax preparation services company operating since 1982 through a hybrid franchise-and-corporate model with nearly 6,000 physical locations, including approximately 3,000 inside Walmart stores, supplemented by an online self-service filing platform. The company serves individual taxpayers across all 50 states plus DC, targeting both simple W-2 filers and complex cases including self-employed individuals, gig workers, college students, and older or rural consumers preferring in-person assistance. Core offerings include in-person filing with trained Tax Pros, drop-off service, online DIY filing starting at $25, and ancillary services such as tax resolution, amendments, extensions, audit representation, and identity theft protection.

The company's technology backbone consists of ProFiler, a proprietary tax preparation software used by Tax Pros; the MyJH customer portal for document upload, e-signature, and refund tracking; an Electronic Signature & Storage (ESS) system retaining returns from 2009 forward; and direct IRS e-file integration. Jackson Hewitt is an authorized IRS e-file provider and holds BBB accreditation, WCAG 2.0 accessibility compliance, and SSL encryption standards. Its financial product extensions include Early Tax Refund Advance (ETRA) loans of $300-$1,500 originated through First Century Bank and Serve American Express prepaid cards for faster refund disbursement.

Jackson Hewitt generates revenue through three primary streams: tax preparation fees (varying by filing method and complexity), franchise royalties and licensing fees from independently owned offices, and transaction-based income from financial product referrals. Distribution combines enterprise-style field sales (franchise network, Walmart retail partnership) with direct-to-consumer digital marketing including seasonal promotions, sweepstakes, and content marketing through Chief Tax Officer Mark Steber. The company was previously owned by H&R Block, then H.I.G. Bayside Capital, and most recently (December 2025) was acquired by Corsair Capital LLC, which holds a controlling stake in partnership with senior management.

Name

Jackson Hewitt

Legal name

Jackson Hewitt Inc.

Website

https://jacksonhewitt.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Jackson Hewitt is a US tax preparation services company operating nearly 6,000 franchised and company-owned locations including 3,000 inside Walmart stores, plus an online DIY filing platform. It serves individual taxpayers across all 50 states with in-person Tax Pro services, drop-off filing, financial products like refund advances, and tax resolution services.

Ownership category

akta.pro rank

Product category

Tax Preparation Services

akta.pro primary industry

Tax Refund Anticipation Loans (RAL) & Refund Advances (FSAKAOAG)

Keywords

• Tax preparation services
• Retail tax filing
• Franchise tax services
• Refund advance loans
• Tax resolution services

Headquarters

HQ city

Parsippany

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation Fees: Jackson Hewitt charges fees for in-person tax preparation services at its office locations and franchise partners. Online self-service filing is available starting at $25. Fees vary by return complexity and location (franchise pricing may differ).
2. Refund Advance Loans: Early Tax Refund Advance (ETRA) loans offered through First Century Bank, N.A. provide $300-$1,500 advances against expected tax refunds. Jackson Hewitt earns loan origination/arrangement fees; a finance charge applies (except CT and NE residents).
3. Franchise Network Revenue: Revenue from franchise royalties and fees from independently owned and operated Jackson Hewitt franchise locations, which comprise the majority of the nearly 6,000 office network.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Jackson Hewitt provides federal and state income tax preparation services to individual taxpayers and small businesses through nearly 6,000 franchised and company-owned offices, including 3,000 inside Walmart stores, supplemented by an online self-service filing platform starting at $25. The company also offers refund-related financial products (Early Tax Refund Advance loans and a co-branded Serve American Express prepaid card), tax resolution services, audit representation, identity theft protection, and tax training through its Tax School program.

Product overview

Jackson Hewitt is a tax preparation services company operating as a platform-plus-franchise model with approximately 6,000 locations including company-owned, franchised, and 3,000 Walmart in-store offices, plus online and mobile solutions. The core offering consists of professional tax preparation delivered through multiple channels: in-person filing at Tax Pro offices, in-store filing at Walmart locations, drop-off services, and self-service online filing (Jackson Hewitt Online). The company provides a customer portal (MyJH Account) for document management and refund tracking, along with financial products including Early Tax Refund Advance loans and Serve American Express Cards for refund disbursement. Additional services include tax resolution, identity theft protection, audit representation, amendments, and extensions. Jackson Hewitt Tax Pros use proprietary ProFiler software, and the company backs its service with Lifetime Accuracy and Biggest Refund Guarantees. The company also operates a Tax School for training new preparers.

Differentiator

Problem solved

Functional benefit

Brands

• Refund Jeans: Limited-edition denim with oversized pockets, launched as a promotional sweepstakes item for tax season 2026.
• MyJH Account
• Serve (American Express Card)
• ProFiler

Products and services

• File with a Tax Pro In-person tax preparation service delivered by Jackson Hewitt trained tax professionals at company-owned or franchised office locations across the United States for individual taxpayers with simple to complex returns.
• File Taxes in Walmart Tax preparation services available within Walmart retail locations, including 3,000 stores nationwide, offering drop-off and traditional filing options for individual consumers.
• Drop Off Your Taxes Drop-off service allowing customers to leave their tax documents with a Tax Pro for preparation at local offices without waiting in-office, combining convenience with professional preparation.
• Jackson Hewitt Online (File Online Yourself) Self-service online tax filing platform allowing users to prepare and file taxes independently via web browser, with entry-level pricing starting at $25 for simple returns.
• Early Tax Refund Advance (ETRA) Loan secured by an expected tax refund, offered by First Century Bank, N.A. with loan amounts of $300, $500, $1,000, or $1,500 based on the customer's expected federal refund less fees. Jackson Hewitt earns loan origination/arrangement fees.
• Serve American Express Card Prepaid card co-branded with American Express for IRS tax refund disbursement, enabling faster access to funds (up to 5 days faster than standard direct deposit) and eligibility for bonus sweepstakes entries.
• Tax School Tax preparation training program offered at Jackson Hewitt locations providing education on income tax basics and preparation using proprietary ProFiler software, meeting IRS requirements for aspiring tax preparers.
• Tax Resolution Services Professional assistance with complex tax issues including IRS audits, notices, collections, unfiled returns, penalty relief, and tax debt resolution for individual taxpayers facing problems with the IRS.
• Identity Theft Protection Protection services for taxpayers against tax-related identity theft, safeguarding consumers from fraudulent tax filings and identity-related tax fraud.
• Worry-Free Tax Protection (IRS Audit Representation) IRS audit representation and protection service providing professional representation before the IRS in the event of an audit, giving taxpayers peace of mind for the filing year.
• Refund Recheck Service allowing taxpayers to verify or recalculate their tax refund, ensuring the return has been prepared to capture the maximum allowable refund.
• File an Extension Assistance with filing IRS tax extensions for taxpayers needing additional time to submit paperwork beyond the April 15 filing deadline.
• File an Amendment Tax amendment filing service for correcting previously filed tax returns, enabling taxpayers to update returns with newly discovered information or corrections.
• Tax Pro-to-Go (Remote Tax Preparation) Remote tax preparation service allowing Jackson Hewitt tax professionals to work with clients virtually via document upload, e-signature, and the MyJH account platform.

Quantifiable outcome

• Typical federal refund issued within 21 days of filing
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• Walmart Inc.flagshipChannel Partner/ Reseller/ DistributorJackson Hewitt operates approximately 3,000 tax preparation locations inside Walmart stores nationwide. This flagship retail partnership provides convenient in-store tax filing services leveraging Walmart's high foot traffic, particularly in suburban and rural markets.
• Serve (American Express)coreChannel Partner/ Reseller/ DistributorServe is a prepaid card product offered through Jackson Hewitt for tax refund disbursement. Clients electing to receive refunds on a Serve American Express Card get faster access (up to 5 days faster than standard direct deposit) and eligibility for bonus sweepstakes entries. Jackson Hewitt receives referral/administration fees for card issuance.
• Nexstar Media Group, Inc.GTM or Marketing PartnerNexstar Media Group facilitated Jackson Hewitt tax tips content and registration information through its broadcast network, providing media placement for Jackson Hewitt's seasonal tax advice and promotional messaging.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FreeTaxUSA: Low-cost online tax preparation service that pressures Jackson Hewitt's self-service pricing, particularly for simple federal returns.
• H&R Block: Largest US consumer tax preparation company, offering in-person, online, and DIY tax filing with a similar national retail footprint and product mix. Direct head-to-head competitor across both physical offices and digital channels.
• TaxSlayer: Online DIY tax preparation service targeting price-sensitive individual filers, competing with Jackson Hewitt Online and the entry-level digital tier.
• TaxAct: Lower-priced online tax preparation platform (now part of Taxwell) that competes directly with Jackson Hewitt Online's $25 entry-level and self-service tiers.
• Intuit (TurboTax): Operates TurboTax, the dominant online/self-service tax preparation product, plus Live Tax Advice and full-service tiers that compete directly with Jackson Hewitt's online and assisted offerings.
• Liberty Tax: Franchise-based consumer tax preparation chain with a similar in-person retail model, serving individual and small business filers across the United States.

Broad incumbents

• Drake Software: Established provider of professional tax preparation software used by independent tax practitioners; a broad incumbent in the same category that powers a portion of competing tax pro firms.
• Wolters Kluwer: Global information services company whose CCH tax and accounting software (including the tax problems handbook authored by a Jackson Hewitt SVP) competes in the professional tax software and research category adjacent to Jackson Hewitt's ProFiler.

Emerging players

• Cash App Taxes: Free, mobile-first tax preparation product (formerly Credit Karma Tax) targeting younger, mobile-native filers. Represents the rising free-tier threat to paid DIY offerings.
• Block (Square): Owns Cash App Taxes and offers integrated small-business and self-employed financial tools (Square, Cash App) that increasingly bundle tax preparation and refund disbursement, competing with Jackson Hewitt's self-employed and gig worker segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/jacksonhewitt
• YouTubeyoutube.com/@jacksonhewitt
• Facebookfacebook.com/jacksonhewitt
• LinkedInlinkedin.com/company/jackson-hewitt
• Instagraminstagram.com/jacksonhewitttaxservice
• TikToktiktok.com/@jacksonhewitttax

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jackson Hewitt