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We offer a proven system that helps you build your business fast, with low overhead.

WHY CHOOSE HAPPY TAX?

Are you looking for a one of a kind opportunity that empowers you to start a successful low-cost mobile tax business and offers year-round support; expert CPA prepared returns, and the freedom to work anytime, anywhere while having access to all of our multiple revenue generating opportunities including year-round bookkeeping? If so, look no further!

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A TRUE BUSINESS PARTNER

We are devoted to helping you build a successful, long-lasting business. With the most experienced executive team in the industry you get a daily dose of valuable and actionable advice to help grow your business year-over-year

  • Onboarding – understand the best way to grow your clientele

  • Marketing – we provide complete support to drive business

  • Support – we provide ongoing support year-round

  • Analytics – stay on track with robust reporting

Happy Tax has been recognized in many leading publications for our continued innovation. A few include Entrepreneur Magazine “Fastest Growing Franchise”, Forbes, Accounting Today, Franchise Times, and many more.

OUR VALUES

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 MISSION

We Make The Tax Preparation Experience Happy, One Return At A Time! We are committed to changing the world and creating an avenue for entrepreneurs to own their own business.

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 CULTURE

Happy Tax embodies a culture based on expertise, fun, innovation, and trust. We are a team that eats, sleeps, and breaths to help people like you become the best entrepreneur you can be through our revolutionary business model.

OUR COMMITMENT

  • TRUST & VERIFY
  • HONOR FIRST
  • WE ARE A CULTURE OF ACCOUNTABILITY
  • TRANSPARENCY THROUGHOUT
  • COMMITMENT TO EMPOWERING
  • CREATING TIME FOR WHAT MATTERS

OUR GUARANTEE

  • Expert CPA Prepared Returns
    We guarantee your return will always be prepared by a US-based licensed expert CPA with extensive knowledge of tax law, deductions, and credits to help you maximize your tax refund or minimize your tax liability.
  • Accuracy Guarantee
    We guarantee you the most accurate return and the maximum legal refund you are eligible for (or lowest tax liability for those that have to pay). If a return has an error that is the fault of Happy Tax, we will cover any penalties and interest, provide you with a free amendment and refund your fee plus give you next year’s return on us as well.
  • 100% Free Audit Assistance
    If the IRS audits you for a return prepared by Happy Tax, we will provide you with 100% free audit assistance, including correspondence assistance and phone call support.
  • Security Is Built Into Everything We Do
    We guarantee your security. We safeguard your information by encrypting it when it’s stored in our systems. And, when we electronically send your return to the IRS or state agencies, we use SSL encryption that exceeds IRS standards.
  • Year-Round Support
    Our Happy Tax representatives are available year round to serve your needs and answer any question you may have.
  • Free Tax Return Access
    At any time, you can access copies of your paid tax return for free.
  • Love Life Guarantee
    We guarantee you will spend less time filing and more time loving life as it relates to your tax return filing!

FRANCHISE

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AREA REPRESENTATIVE

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INDEPENDENT CONTRACTOR

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Partner Stories

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Latest Happy Tax News

Up-to-date info on tax industry knowledge, franchising, and starting a business.

Happy Tax Signs Memorandum of Understanding with Mexican Government Agency CONSUSEF, U.S. Non-Profit Organization Integra Institute and other financial institutions

By |October 30th, 2017|

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Comments Off on Happy Tax Signs Memorandum of Understanding with Mexican Government Agency CONSUSEF, U.S. Non-Profit Organization Integra Institute and other financial institutions

THE MOST EXPERIENCED CEO IN TAX FRANCHISING
RELEASES GROUNDBREAKING BOOK

Get My Free Copy

TAXES MADE HAPPY

THE DEFINITIVE STRATEGY GUIDE TO
LAUNCHING AND GROWING A SUCCESSFUL TAX PREPARATION BUSINESS

The top six most important things that you will learn:

  • How Mario went from picking up garbage in New York City to owning Entrepreneur Magazine’s Fastest Growing Financial Services Franchise for 2017

  • If the tax business is even the right business for you to be in at all

  • How to build and inspire a team of superstars to handle most of your business so you can do what you choose

  • The top battle-tested marketing techniques that work every time to find new tax customers

  • All the tools and tricks that Mario has used over the years complete with the names of all of the software and services his firm uses currently

TAXES MADE HAPPY

THE DEFINITIVE STRATEGY GUIDE TO
LAUNCHING AND GROWING A SUCCESSFUL TAX PREPARATION BUSINESS

The top six most important things that you will learn:

  • How Mario went from picking up garbage in New York City to owning Entrepreneur Magazine’s Fastest Growing Financial Services Franchise for 2017

  • If the tax business is even the right business for you to be in at all

  • How to build and inspire a team of superstars to handle most of your business so you can do what you choose

  • The top battle-tested marketing techniques that work every time to find new tax customers

  • All the tools and tricks that Mario has used over the years complete with the names of all of the software and services his firm uses currently

Click below to get your free download.

Get My Free Copy