Entrepreneur Magazine’s
Fastest Growing Franchise 2017


We are growing faster than over 3,000 other franchisors in the United States.


THE ONLY WAY TO
START A TAX BUSINESS

Without Learning Taxes – Or Quitting Your Job.

THE ONLY WAY TO
START A TAX BUSINESS

Without Learning Taxes – Or Quitting Your Job.


Why We Exist


Happy Tax Believes That NO ONE Deserves To Go At It Alone! We Do This By Providing Support, Innovation, Technology, And Convenience And Creating A Better Way Of Filing Taxes!


Our Vision


We Are Revolutionizing The Tax Prep Industry Through Innovation And Technology By Providing A Convenient, Transparent And Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners.


Our Mission


We Make The Tax Preparation Experience Happy, One Return At A Time!


Why We Exist


Happy Tax Believes That NO ONE Deserves To Go At It Alone! We Do This By Providing Support, Innovation, Technology, And Convenience And Creating A Better Way Of Filing Taxes!


Our Vision


We Are Revolutionizing The Tax Prep Industry Through Innovation And Technology By Providing A Convenient, Transparent And Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners.


Our Mission


We Make The Tax Preparation Experience Happy, One Return At A Time!

Why We Exist

Happy Tax Believes That NO ONE Deserves To Go At It Alone! We Do This By Providing Support, Innovation, Technology, And Convenience And Creating A Better Way Of Filing Taxes!

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Our Vision

We Are Revolutionizing The Tax Prep Industry Through Innovation And Technology By Providing A Convenient, Transparent And Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners.

Our Mission

We Make The Tax Preparation Experience Happy, One Return At A Time!

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Ready To Learn More?

When you’re ready to take the next step, we’ll be happy to help.

Ready To Learn More?

When you’re ready to take the next step,
we’ll be happy to help.

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We are revolutionizing the tax industry and inviting you to join us. Starting your own business has never been easier, more affordable, and most importantly fun!

Industry Leading
Expertise And Marketing


We Do The Heavy Lifting – So You Don’t Have To


Proven Track
Record

Our experienced executives will be there for you to help you build your business successfully. Weekly calls, email, and client support are all included. We provide your business back-office for you so you can focus on growth.

Industry Leading
Marketing Strategy

Receive weekly marketing tips from our VP of Marketing. We teach you our proven marketing methods and strategies to help you find more clients and see higher returns! We provide “done for you” marketing to implement.

Expert Customer
Support

Spend your time on what matters most! Our expert support team will handle all customer questions, processing and support for you, so you can make the money that you deserve and focus on being a true entrepreneur.

When you’re ready to take the next step, we’ll be happy to help.

  • Connector.

    STEP 1

    Attend one of our Tax Franchise Webinars

  • Connector.

    STEP 2

    One-on-One Conference Call

  • Connector.

    STEP 3

    Online Franchise Application

  • Connector.

    STEP 4

    One-on-One Call with CEO

  • Connector.

    STEP 5

    Franchise Agreement & Payment


Why Happy Tax?

One very happy customer at a time, we’re revolutionizing the way taxes are filed by utilizing cutting-edge technology and elevating the tax filing experience by providing exceptional customer service.

As a franchise owner, you have the freedom to choose how you’d like to connect with your clients, including house visits, office drop-ins, video calls, or meetings at your favorite coffee shop. You’ll have the pleasure of providing exceptional, concierge-quality service, providing convenience for the client and boosting your reputation.

Our CPAs are readily accessible and will gladly provide answers to challenging tax questions. Put simply, we wanted to make the process of filing taxes a simpler, happier one for everyone involved.

Your average CPA doesn’t make house calls. Private CPAs can cost an arm and a leg. Big box tax preparation chains often provide service that borders on impersonal.

At Happy Tax, we’re BIG on providing stellar customer service. But what really sets us apart is our FREE audit assistance. Each Happy Tax Franchisee will have access to our licensed CPAs who dig deep to find savings and ensure that each customer receives every last cent available. And if the customer gets audited for any reason, every tax filing you help to prepare comes with our full audit department assistance. For FREE.

In contrast, most tax preparers who offer audit assistance might have only one person who can assist with an audit. They’ll also charge a pretty penny for that “luxury.”

As a Happy Tax franchisee, you’re not only providing a superior tax filing experience, you’re providing a better quality of service and peace of mind. Your service sells itself!

Isn’t it time you tried something different? Something to build toward your future, instead of making someone else filthy rich while you exchange your blood, sweat and tears for pennies? Happy Tax is a simple and affordable way to get you started on that path!

To find out if a Happy Tax Service Franchise is right for you, take a to view our webinar page..

You’ll find out what we’re looking for in prospective franchisees. You can even register on the spot for the next discovery webinar.


Who Is A Good Fit To Be A Franchisee?

You don’t have to quit your job to earn extra money. Being a Happy Tax franchisee, you won’t have to do the tax returns yourself, which gives you more time to enjoy your life without working yourself to the bone.
If your goal is to become a full-time entrepreneur, becoming a Happy Tax franchisee will give you the ability to ramp up your business to a level where you can comfortably quit your old job. You’ll be able to focus on doing what you enjoy instead of doing what you have to do. Plus, the tax business is seasonal so you’ll have plenty of time for your family, friends, favorite activities and important endeavors.

Happy Tax is the perfect way to start your own business. Many of the typical business risks are diminished because you don’t need any inventory, don’t need to sign costly leases, and won’t need to recruit, hire or train costly staff at the very beginning.
So are we! It could be a perfect fit. We’ll give you the tools and knowledge to learn the industry and help you to become a successful financial industry entrepreneur.
Happy Tax franchisees help people by making sure their taxes are prepared accurately. That’s easy to do because all of our tax returns are expertly prepared by our Happy CPAs. You will be the one interacting with the customers, guiding them through the process, and ensuring a positive experience. Your strong people skills combined with our Happy CPAs tax code knowledge and math skills are what make all the difference for our customers.

The Happy Tax Process In 3 Easy Steps.


Meet Your Client


Using The Happy Tax Intranet, You Will Have Access To All Of The Marketing, Training And Tools Needed To Attract And Market To New And Existing Clients. As You Find Client, It’s As Simple As Setting A Place To Meet And Spending 10-15 Minutes Filling Out The Happy Tax App To Submit A Return.


Submit Return


Right In Our Happy Tax App, You’ll Enter In The Client’s Basic Information, Ask Them Our Simple Tax Questionnaire And Take Pictures Of Their Tax Documents. Press Send And We Handle The Rest! Returns Completed, Clients Called To Explain Their Refund And Digital Signatures Collected.


Get Paid!


You’ll Earn From $135 To $395 Per Return Depending On How Complex The Client’s Return Is. We Pay You Weekly By ACH Right To Your Bank Account Or Pre-Paid Debit Card. With So Many Tax Returns Being Filed Each Year, There Is No End To The Amount Of Money You Can Make!

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Stress Free Business Opportunity!

Ready To Learn More?

When you’re ready to take the next step, we’ll be happy to help.

Ready To Learn More?

When you’re ready to take the next step,
we’ll be happy to help.

Click to Learn More

If you are ready to learn more and take the next step in owning your own business and joining the revolutionary Happy Tax brand, click above and one of out awesome business development reps will reach out to you!