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about us

OUR STORY

Since 1997, Liberty Tax has helped millions get their largest possible refund or their money back.*

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born in

CANADA

How It All Began

We got our start in Canada in 1997, when our founder purchased U&R Tax Depot. We changed the name to Liberty Tax, and a new tax preparation leader was born. Our mission is to be trusted locally and respected nationally as the best choice for professional tax services.

Since our beginning, Liberty Tax has grown to more than 250 locations in Canada. In the average tax year, we prepare more than 1.7 million individual tax returns for our clients. Liberty Tax has become a force in the competitive tax preparation market, and we have maintained our personal approach to customer service.

When you file in-person with us, you get access to real tax help from real tax experts. The people we help during tax season are not just our customers, they’re our neighbours. We know that they're looking for someone they can trust, a price they can afford, and to either owe less on taxes or get their largest possible refund. That’s where we come in – we're committed to building long-term relationships and establishing ourselves as trusted tax experts for life.

Known for the total support we provide our franchisees, our tax return preparation franchise is consistently recognized as a leader among all franchises, not just personal income tax-based businesses. We’ve been ranked as one of the top franchises on Entrepreneur magazine’s annual Franchise 500 list every year since 1998, including a Best of the Best award in 2016. We’re also listed in Bond’s Top 100 Franchises. Accounting Today named Liberty Tax® to its Top Tax Firms list in 2016 and 2017. We’re the #1-ranked non-food multi-unit franchise by Multi-Unit Franchisee magazine, and we’ve been awarded a top spot among franchises by Black Enterprise, Poder/Hispanic Enterprise, and Military Times Edge.

Leadership

Scott Terrell became CEO of Liberty Tax in July of 2023. He has over 27 years of experience leading, building and transforming teams and organizations in a variety of companies and industries.

He previously served as both Chief Operating Officer and Chief Information Officer at NextPoint Financial from 2021-2023. Prior to that, he served as Chief Information Officer at Liberty Tax from 2019-2021, and Chief Information Officer at HealthMarkets, Inc. from 2013-2019. He holds a Bachelor of Science in Computer Science from Texas Tech University.

Scott's mission for Liberty Tax is to become trusted locally and respected nationally as the best choice for professional tax services. With his leadership, our team of franchise owners, corporate employees and tax experts are committed to achieving that mission by building long-term relationships with our customers and providing consistently excellent services.

Scott Terrell
Scott Terrell

Chief Executive Officer

Michael Miller
Michael Miller

Chief Operating Officer

Nick Evans
Nick Evans

Chief Financial Officer

Rory Walters
Rory Walters

Chief Accounting Officer

Will Harvey
Will Harvey

Chief Legal Officer

Kyle Sawai
Kyle Sawai

Chief Marketing Officer

Bill McPherson
Bill McPherson

Chief Information Officer

Angela Llopis
Angela Llopis

SVP, Human Resources

Core Values

RELATIONAL
We are committed to building authentic relationships. We foster collaboration, inclusion and focus on mutual success and trust.

EXCELLENT
We strive for excellence in all we do. We take pride in the products and services we provide and go the extra mile.

ACCOUNTABLE
We act with a clear sense of ownership. We conduct ourselves and our business to the highest standards of transparency, honesty, and fairness.

LOCAL
We make an impact in our local communities. The people we help are not just our customers, they’re our neighbors and we’re here to serve them.