INTERVIEW WITH ENTREPRENEUR MARIO COSTANZ FOUNDER OF HAPPY TAX

September 19, 2016 – “Our franchisees and independent contractors implement marketing, handles sales and offer initial concierge level customer service for their clients and we only staff CPA to prepare our tax returns, resulting in a higher level of service available anywhere.” Read More...

INTERVIEW WITH ENTREPRENEUR MARIO COSTANZ FOUNDER OF HAPPY TAX

September 19, 2016 – “Our franchisees and independent contractors implement marketing, handles sales and offer initial concierge level customer service for their clients and we only staff CPA to prepare our tax returns, resulting in a higher level of service available anywhere.” Read More...

Why Happy Tax Won't Get Invite to H&R Block's Holiday Party

September 1, 2016 –MIAMI BEACH, FL – The CEO of Miami-based Happy Tax, Mario Costanz, threw down a load of chutzpah this week in an open letter to H&R Block’s board of directors that blasts current management at the behemoth tax preparation franchise. Read More...

Why Happy Tax Won't Get Invite to H&R Block's Holiday Party

September 1, 2016 –MIAMI BEACH, FL – The CEO of Miami-based Happy Tax, Mario Costanz, threw down a load of chutzpah this week in an open letter to H&R Block’s board of directors that blasts current management at the behemoth tax preparation franchise. Read More...

Happy Tax CEO Issues Public Letter to H&R Block

August 29, 2016 – MIAMI BEACH, Fla.–(BUSINESS WIRE)–The founder and CEO of Happy Tax, the innovative franchisor that is re-inventing the industry for tax filers and tax preparation professionals alike, believes that H&R Block, currently the largest retail tax preparation company in the US, has lost its way as a company and should get back to its entrepreneurial roots. Read More...

Happy Tax CEO Issues Public Letter to H&R Block

August 29, 2016 – MIAMI BEACH, Fla.–(BUSINESS WIRE)–The founder and CEO of Happy Tax, the innovative franchisor that is re-inventing the industry for tax filers and tax preparation professionals alike, believes that H&R Block, currently the largest retail tax preparation company in the US, has lost its way as a company and should get back to its entrepreneurial roots. Read More...

Happy Tax Wishes Henry Bloch A Happy Birthday

June 28, 2016 – A new program launched by Happy Tax honors Henry Bloch, an inspiring entrepreneur who built the largest retail tax business in the nation and has spent the past 3 decades as a philanthropist Read More...

Happy Tax Wishes Henry Bloch A Happy Birthday

June 28, 2016 – A new program launched by Happy Tax honors Henry Bloch, an inspiring entrepreneur who built the largest retail tax business in the nation and has spent the past 3 decades as a philanthropist Read More...

Happy Tax Announces Franchise Opportunity Update

March 28, 2016 – Happy Tax, the only franchisor offering a concierge, on-demand model in the tax preparation industry with CPA prepared tax returns, is pleased to announce new and exciting changes to its franchise opportunities. Read More...

Happy Tax Announces Franchise Opportunity Update

March 28, 2016 – Happy Tax, the only franchisor offering a concierge, on-demand model in the tax preparation industry with CPA prepared tax returns, is pleased to announce new and exciting changes to its franchise opportunities. Read More...

Happy Tax Appoints Melissa Salyer as EVP of Franchise Opportunities

March 23, 2016 – Happy Tax, the innovative franchisor offering a better way to file tax returns for both consumers and tax business owners is excited to announce the addition of Melissa Salyer, the most experienced franchise sales executive in the tax preparation industry, to lead their franchise opportunity department. Read More...

Happy Tax Appoints Melissa Salyer as EVP of Franchise Opportunities

March 23, 2016 – Happy Tax, the innovative franchisor offering a better way to file tax returns for both consumers and tax business owners is excited to announce the addition of Melissa Salyer, the most experienced franchise sales executive in the tax preparation industry, to lead their franchise opportunity department. Read More...

Happy Tax Announces Launch of Happy Tax Accounting

March 17, 2016 – Happy Tax, a franchisor offering a concierge, on-demand model in the tax preparation industry, is pleased to announce the launch of Happy Tax Accounting, an end-to-end financial management solution blending online bookkeeping for small businesses with access to live CPA guidance and reporting. Read More...

Happy Tax Announces Launch of Happy Tax Accounting

March 17, 2016 – Happy Tax, a franchisor offering a concierge, on-demand model in the tax preparation industry, is pleased to announce the launch of Happy Tax Accounting, an end-to-end financial management solution blending online bookkeeping for small businesses with access to live CPA guidance and reporting. Read More...

Happy Tax Reaches Milestone with Acquisition

March 10, 2016 // Franchising.com // MIAMI BEACH – Happy Tax, a franchisor offering a concierge, on-demand model in the tax preparation industry, is pleased to announce that the company has reached exciting new milestones in its corporate growth objectives. Read More...

Happy Tax Reaches Milestone with Acquisition

March 10, 2016 // Franchising.com // MIAMI BEACH – Happy Tax, a franchisor offering a concierge, on-demand model in the tax preparation industry, is pleased to announce that the company has reached exciting new milestones in its corporate growth objectives. Read More...

Cheaters Stealing Millions In Education Tax Credits

November 14, 2015 – Nearly 6 billion dollars in education tax credits may be going to people who don’t deserve it. Why? Because apparently no one’s checking at the I.R.S., and crooked tax preparers are going along with the scam. Happy Tax’s Mario Costanz blames a lack of 3rd party verification of the tax credit claims. He says no one’s verifying that the person claiming the tax credit’s actually enrolled in an education program. And he says, “It comes at a time of budget cuts to the I.R.S. which makes matters worse.” Read More...

Cheaters Stealing Millions In Education Tax Credits

November 14, 2015 – Nearly 6 billion dollars in education tax credits may be going to people who don’t deserve it. Why? Because apparently no one’s checking at the I.R.S., and crooked tax preparers are going along with the scam. Happy Tax’s Mario Costanz blames a lack of 3rd party verification of the tax credit claims. He says no one’s verifying that the person claiming the tax credit’s actually enrolled in an education program. And he says, “It comes at a time of budget cuts to the I.R.S. which makes matters worse.” Read More...

Happy Tax Announces Initial Results, Area Representative Program, Digital Marketing Wins & Book

October 1, 2015 –MIAMI BEACH, FL Happy Tax Franchising is adding franchisees across the country and launching exciting new programs. Read More...

Happy Tax Announces Initial Results, Area Representative Program, Digital Marketing Wins & Book

October 1, 2015 –MIAMI BEACH, FL Happy Tax Franchising is adding franchisees across the country and launching exciting new programs. Read More...

A Tax Pro's Warning on IRS Breach

May 28, 2015 – Mario Costanz from Happy Tax breaks down the IRS’ tax breach and how you can stay protected.
Read More...

A Tax Pro's Warning on IRS Breach

May 28, 2015 – Mario Costanz from Happy Tax breaks down the IRS’ tax breach and how you can stay protected.
Read More...

Business for Breakfast

April 20, 2015 // Ken and Julie spoke with Kiplinger’s Editor Miriam Cross about 10 World-Class Travel Bargains and owner and founder of Happy Tax Mario Costanz about how some tax preparers use low income Americans to steal. Read More...

Business for Breakfast

April 20, 2015 // Ken and Julie spoke with Kiplinger’s Editor Miriam Cross about 10 World-Class Travel Bargains and owner and founder of Happy Tax Mario Costanz about how some tax preparers use low income Americans to steal. Read More...

Happy Tax Announces the Biggest Shake up of the Tax Preparation Industry Service since 1955

April 15, 2015 – Happy Tax offers consumers and prospective franchisees the best of both worlds: For prospective franchisees, an affordable franchise for earning additional income without learning taxes or quitting your job. For consumers, all tax returns prepared and signed by CPA’s along with the ability to have your taxes done anytime, anywhere. Read More...

Happy Tax Announces the Biggest Shake up of the Tax Preparation Industry Service since 1955

April 15, 2015 – Happy Tax offers consumers and prospective franchisees the best of both worlds: For prospective franchisees, an affordable franchise for earning additional income without learning taxes or quitting your job. For consumers, all tax returns prepared and signed by CPA’s along with the ability to have your taxes done anytime, anywhere. Read More...

Happy Tax Aims to Shake Up Tax Prep Industry

April 14, 2015 – A new tax prep franchiser called Happy Tax is hoping to make a dent in an already crowded industry with a new business model involving CPAs. Read More...

Happy Tax Aims to Shake Up Tax Prep Industry

April 14, 2015 – A new tax prep franchiser called Happy Tax is hoping to make a dent in an already crowded industry with a new business model involving CPAs. Read More...

Happy Tax is the !


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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Title

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Happy Tax Videos


1 Million Views & Counting


Press Interviews


1 Million Views & Counting


Stress Free Business Opportunity!

“Happy Tax has completely changed my life. They go above and beyond for their franchisees through their excellent support model and and really focus on customer service excellence with our clients. They are revolutionizing the tax preparation industry, allowing me to provide a service that people are really catching on to and appreciate, establish new relationships with my clients and affording me the opportunity to really make a difference in the community and spending time with my family.”Jamey Hill, Happy Tax Franchisee

“The Happy Tax business model has changed my business immensely. After spending countless tax seasons down in the weeds preparing and processing tax returns and staying up to date on tax code I now no longer have to do that. I can focus my time on prospecting for new clients and growing my business while the Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back and smile as I watch my bottom line grow. I am so thankful that I found Happy Tax!”Thomas Few, Happy Tax Franchisee & Area Rep

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 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!

Happy Tax® Explainer Videos



Some of The Happy Tax Team

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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!

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!

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!