Investor Relations
We are building the world's leading tax preparation company. The international franchise organization that we've built is the fastest growing international tax franchise ever!
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2009 Liberty Tax Industry Update
Buffalo News - Business Today - Hamburg grad is Mr. Form 1040
Annual Reports
Annual Report 2009
Annual Report 2007
Annual Report 2006
Consolidated Financial Statements
Consolidated Financial Statements 2009
Consolidated Financial Statements 2008
Consolidated Financial Statements 2007
Liberty Tax Service is a privately-held company. Our investors may obtain additional information by contacting Nancy Nelson, at (757) 493-8855 ext. 8012 or Nancy.Nelson@libtax.com.
John Hewitt, President, Chief Executive Officer and Chairman. John Hewitt has served as the President, Chief Executive Officer and Chairman of JTH Tax Inc. since October 1996. Mr. Hewitt has also served as the Chairman of Liberty Tax Service Inc. (formerly Tax Depot Inc.) and the President of Tax Depot Inc. since September 1997. Mr. Hewitt is the founder, and until June 1996 was the President, Chief Executive Officer and Chairman of Jackson Hewitt Inc., located in Virginia Beach, Virginia. Jackson Hewitt Inc. has been a franchiser of tax return preparation franchises since 1986. Mr. Hewitt has over 40 years of experience in the tax return preparation business. Mr. Hewitt left Jackson Hewitt Inc. in September 1996 and created JTH Tax Inc., a corporation founded to develop tax preparation service businesses such as Liberty Tax Service.
George Robson, Director. Mr. Robson has served as a Director since April 1999. Mr. Robson has also served as the Chief Financial Officer for Dendrite International, a sales and software concern in Morristown, New Jersey from June 1997 to present. Mr. Robson was the Chief Financial Officer for H&R Block in Kansas City, Missouri, from January 1996 until May 1997, and held the same title and position with Unisys Corp. in Blue Bell, Pennsylvania from January 1990 until December 1995.
Steven Ibbotson, Director. Mr. Ibbotson has served as a Director since June 1999. Since September 1997 until the present, he has also served as a General Manager for Farm Business Consultants in Calgary, Alberta. From September 1995 until September 1997, he served as a General Manager-Western Canada for Far Business Consultants also in Calgary, Alberta. From September 1993 until September 1995 he served as Director of Marketing for the same employer in London, Ontario.
John Garel, Director. Mr. Garel has served as a Director since May 2003. From June 2000 until the present, Mr. Garel has served as a Senior Managing Director for Envest Holdings in Virginia Beach, Virginia. From May 1994 until March 2000, Mr. Garel served as a Senior Vice President for America West Holdings in Phoenix, Arizona.
Gary Golding, Director. Mr. Golding has been a Director since October 2000. He has also served as a General Partner with Edison Venture Fund in Lawrenceville, New Jersey since October 1997. Mr. Golding was a General Partner with CEO Venture Fund in Pittsburgh, Pennsylvania from October 1985 until October 1997.
Ross N Longfield, Director. Mr. Longfield has been a Director since 1997. Previously Mr. Longfield was the Managing Director and Chief Executive Officer of Household Retail Services USA and was a key contributor to developing the refund anticipation loan product, which revolutionized the tax industry.
Mark Baumgartner, Chief Financial Officer. Mr. Baumgartner has served as our Chief Financial Officer since February 2004. From August 2003 until February 2004, Mr. Baumgartner served as an independent consultant to the Company. From May 1999 until August 2003, Mr. Baumgartner served as Chief Financial Officer for InfiNet Company in Norfolk, Virginia. From August 1991 until May 1999, Mr. Baumgartner served as Senior Vice President of Operations for First Coastal Bank in Virginia Beach, Virginia. From June 1986 until August 1991, Mr. Baumgartner worked for Price Waterhouse in Norfolk, Virginia under the varying capacities of Audit Staff, Audit Senior and Audit Manager.
Kathleen Curry, *Vice President of Legal. Kathleen has served as the Vice-President of Legal since July 1997. She also held the position of Vice-President of Technology from July 1997 until May 1999. From September 1992 until July 1997, Kathleen worked for Jackson Hewitt in the varying capacities of Corporate Attorney, Director of Tax & Software and Regional Director. From January 1995 until March 1996, Kathleen temporarily left Jackson Hewitt and served as Product Manager for Best Programs, a Reston, Virginia software concern.
Martha O'Gorman, Chief Marketing Officer. Ms. O’Gorman has served as our Chief Marketing Officer since June 2007. From November 1996 until June 2007, Ms. O’Gorman served as our Vice President of Marketing. From September 1989 until October 996, Ms. O’Gorman served as Director of Communications for Jackson Hewitt Inc., in Virginia Beach, Virginia.
Mark Johnson, Vice President of Area Development. Mark has served as our Vice President of Area Development since July 2001. From March 2000 until June 2001, Mr. Johnson served as our Assistant Vice President of Franchise Development. From August 1993 until January 1999, Mr. Johnson served as a Franchise Development Representative for Jackson Hewitt Inc., in Virginia Beach, Virginia.
Charles E. Kirkpatrick, Chief Information Officer. Mr. Kirkpatrick has served as our Chief Information Officer since March 2002. From June 1998 until March 2002, Mr. Kirkpatrick served as Director of Product Development and later Director of Customer Relationship Management at InfiNet in Norfolk, Virginia. From January 1997 until June 1998, Mr. Kirkpatrick was an Information Technology Consultant at Metro Information Services in Virginia Beach, Virginia. From August 1996 to January 1997, Mr. Kirkpatrick served as Technical Operations Manager at Bell Atlantic Video Services in Chesapeake, Virginia. From January 1988 until August 1996, Mr. Kirkpatrick served in various technical management roles as Vice President at the Bank of America Technology Division in Norfolk, Virginia.
Steven Lepkowski, Canadian COO, Vice President of Sales. Mr. Lepkowski has served as the Chief Operating Office of Liberty-Canada since December 2006, our Vice President of Sales since 2005, and served as a Director for us from June 1999 until June 2006. From October 1984 until February 2005, Mr. Lepkowski served as a Marketing Manager for Texas Instruments in Dallas, Texas.
T. Rufe Vanderpool, Vice President of Operations. Mr. Vanderpool has served as our Vice President of Operations since June 2006. From June 2004 to June 2006, Mr. Vanderpool served as our Vice President of Software Development. From April 1998 until May 2004, Mr. Vanderpool served as COO of Orrtax Software, Inc. in Bellevue, Washington. From June 1996 until April 1998, Mr. Vanderpool served as President and CEO of Abacus Software in Edmonton, Canada. From June 1988 until June 1996, Mr. Vanderpool served as COO of Microrim, Inc., in Bellevue, Washington.
