Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Bloomberg Customers

February 14, 2016 2:18 AM 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 refund transfer products, refund-based loans, 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 assisted tax preparation services. Liberty Tax, Inc. offers its products and services through a network of company-owned offices and franchised locations under the Liberty Tax, Liberty Ta...

1716 Corporate Landing Parkway

Virginia Beach, VA 23454

United States

Founded in 1996

1,026 Employees



Key Executives for Liberty Tax, Inc.

Founder, Chairman, Chief Executive Officer and President
Age: 66
Total Annual Compensation: $526.5K
Chief Financial Officer and Vice President
Age: 54
Total Annual Compensation: $335.0K
Chief Compliance Officer, Vice President of Legal & Governmental Affairs and General Counsel
Age: 55
Total Annual Compensation: $342.7K
Chief Information Officer and Vice President
Age: 48
Total Annual Compensation: $208.0K
Vice President of Financial Products
Total Annual Compensation: $173.7K
Compensation as of Fiscal Year 2015.

Liberty Tax, Inc. Key Developments

Liberty Tax, Inc. Appoints Vanessa Mercurio Szajnoga as Vice President of Legal of Liberty Tax, Inc

Liberty Tax, Inc. announced that Vanessa Mercurio Szajnoga will assume the position of Vice President, Legal of Liberty Tax, Inc. and General Counsel for Liberty Tax Service. Ms. Szajnoga currently serves as the Assistant Vice President, Legal for Liberty Tax Service, a position she has held since January 2015. She also serves on the American Bar Association, Forum Committee on Franchising, Corporate Counsel Committee.

Liberty Tax, Inc. Appoints James J. Wheaton to the Newly Created Position of Chief Compliance Officer

Liberty Tax, Inc. announced that James J. Wheaton will assume the newly created position of Chief Compliance Officer. Mr. Wheaton, who currently serves as General Counsel of both Liberty Tax Service and of its principal subsidiary, JTH Tax, Inc., d/b/a Liberty Tax Service, will continue as General Counsel of Liberty Tax, Inc. and Vice President of Legal and Governmental Affairs. Mr. Wheaton joined the Company in 2011, after serving as external corporate counsel since 1998.

Liberty Tax, Inc. Approves Quarterly Dividend, Payable on or About January 22, 2016

Liberty Tax, Inc. Board of Directors approved a cash dividend to its stockholders. The quarterly dividend of $0.16 per share will be paid on or about January 22, 2016 to stockholders of record at the close of business on January 15, 2016.

Similar Private Companies By Industry

Company Name Region
Maring Law Firm United States
Ignite Glass Studios LLC United States
Calvert & Martin Funeral Homes United States
Associated Laundry Management, LLC United States
Archipelago Learning, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Liberty Tax, Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at