Be your own boss and start building your own wealth with Happy Tax.
We are a proven system that supports you in building your business. Our franchise owners have the ability to scale nationwide using our Independent Contractor program.
Be your own boss and start building your own wealth with Happy Tax.
We are a proven system that supports you in building your business. Our franchise owners have the ability to scale nationwide using our Independent Contractor program.
Happy Tax is the only leading CPA prepared mobile tax franchise system designed to help you reach your potential.
As a result, we were named one of Entrepreneur Magazine’s “Fastest Growing Franchise” 2017
Happy Tax is the only leading CPA prepared mobile tax franchise system designed to help you reach your potential.
As a result, we were named Entrepreneur Magazine’s “Fastest Growing Franchise” 2017
Why We Exist
Happy Tax Believes That NO ONE Deserves To Go At It Alone! We Do This By Providing Support, Innovation, Technology, & Convenience & Creating A Better Way Of Filing Taxes!
Our Mission
We Make The Tax Preparation Experience Happy, One Return At A Time!
Our Vision
We Are Revolutionizing The Tax Prep Industry Through Innovation & Technology By Providing A Convenient, Transparent & Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners.
Why We Exist
Happy Tax Believes That NO ONE Deserves To Go At It Alone! We Do This By Providing Support, Innovation, Technology, & Convenience & Creating A Better Way Of Filing Taxes!
Our Mission
We Make The Tax Preparation Experience Happy, One Return At A Time!
Our Vision
We Are Revolutionizing The Tax Prep Industry Through Innovation & Technology By Providing A Convenient, Transparent & Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners.
Are you ready to be your own boss and start building your own wealth?
3 Opportunities to Join Happy Tax
How To Be a Happy Tax Franchisee- Happy Tax Revolutionary Process
Are you ready to be your own boss and start building your own wealth?
- 3 Opportunities to Join Happy Tax
- How To Be a Happy Tax Franchisee
- Happy Tax Revolutionary Process
Our reputation says it all.
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 Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back, and I watch my bottom line grow. I am so thankful that I found Happy Tax!
Jamey Hill
Area Rep & Franchisee
As an industry veteran, former CEO of Jackson Hewitt and a number of publicly traded companies, I am really energized to be part of such an innovative tax preparation company. Mario and his team, are changing the way taxes are done.
Keith Alessi
Former CEO Jackson Hewitt
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 Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back, and I watch my bottom line grow. I am so thankful that I found Happy Tax!
Thomas Few
Franchisee
Every once in a while there is a company that comes around that disrupts an industry. Happy Tax is a game changer not only for their clients but their independent reps/franchisees as well. What I was looking for was a company that gave their representatives a high level of support and resources to help ensure their success. Consequently, it was the technology that sold me on Happy Tax particularly their mobile app and how user-friendly it is. The thought of being a part of a company that is driven by their technology not to mention a very responsive support team was a major key for me. With that said, I can proudly say that I am excited to be part of the Happy Tax team!
Eric White
Independent Contractor
We are a true business partner.
Only Happy Tax gives you comprehensive support you can leverage to grow as fast as possible.
Onboarding
As a new franchise owner, we work with you on developing your business, understanding the best way to grow your clientele, and how to integrate accounting opportunities into your franchise. We also provide specialized training that sets you up for success when tax season arrives.
Marketing
We provide you complete support to drive your business, and we empower you to undertake your own campaigns using professionally designed and produced materials available only on our proprietary Marketing Resource Center.
Support
As you build your business, our industry-veteran Operations Team will help you with ongoing support and handle all customer questions and processing to help you build—and achieve—your annual financial plans.
Business Analytics
Our intuitive online dashboard provides robust reporting, so you have full visibility into how many returns are submitted through your unique mobile app, track the current status of any return, and keep track of how your Independent Contractors are performing across the U.S.
3 Opportunities To Join Us.
Franchise
As a Happy Tax franchisee you’ll be able to source returns using the Happy Tax mobile app, and build a team of Independent Contractors across the country to help you submit more returns in less time! Learn More
Independent Contractor
No tax experience necessary. As a Happy Tax Independent Contractor, you will meet your client walk them through the Happy Tax mobile app questionnaire, and press submit! Learn More
Area Representative
Happy Tax Area Reps own a large area and assist with recruiting and supporting franchisees. You’ll enjoy 50% of all franchise fees and royalties generated in your area. Learn More
Why Is Happy Tax Your #1 Solution?
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.
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?
Who Is A Good Fit To Be A Franchisee?
Happy Tax franchisees help people by making sure their taxes are prepared accurately. That’s easy to do because our Happy CPAs expertly prepare all of our tax returns.
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.
Common Questions and Answers
You’ll tap into our brand, our experience, our marketing tools, our audit team, our knowledgeable CPAs, and our innovative technology. All of this gives you the peace of mind knowing that your clients are well taken care of by licensed professionals.
You’ll also get to focus your time and talents on acquiring customers. Our franchisees do NOT prepare the returns, and yet they are the primary beneficiaries of the business. This isn’t employee work to make someone else rich. This is YOUR business where you pocket the lion’s share of the profit. By taking the tax preparation portion off your plate, we help you keep your eye on the ball and allow you to concentrate on growing your business.
3 Opportunities To Join Us.
Franchise
As a Happy Tax franchisee you’ll be able to source returns using the Happy Tax mobile app, and build a team of Independent Contractors across the country to help you submit more returns in less time! Learn More
Independent Contractor
No tax experience necessary. As a Happy Tax Independent Contractor, you will meet your client walk them through the Happy Tax mobile app questionnaire, and press submit! Learn More
Area Representative
Happy Tax Area Reps own a large area and assist with recruiting and supporting franchisees. You’ll enjoy 50% of all franchise fees and royalties generated in your area. Learn More
Why Is Happy Tax Your #1 Solution?
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.
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?
Who Is A Good Fit To Be A Franchisee?
Happy Tax franchisees help people by making sure their taxes are prepared accurately. That’s easy to do because our Happy CPAs expertly prepare all of our tax returns.
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.
We are a true business partner.
Only Happy Tax gives you comprehensive support you can leverage to grow as fast as possible.
Onboarding
As a new franchise owner, we work with you on developing your business, understanding the best way to grow your clientele, and how to integrate accounting opportunities into your franchise. We also provide specialized training that sets you up for success when tax season arrives.
Marketing
We provide you complete support to drive your business, and we empower you to undertake your own campaigns using professionally designed and produced materials available only on our proprietary Marketing Resource Center.
Support
As you build your business, our industry-veteran Operations Team will help you with ongoing support and handle all customer questions and processing to help you build—and achieve—your annual financial plans.
Business Analytics
Our intuitive online dashboard provides robust reporting, so you have full visibility into how many returns are submitted through your unique mobile app, track the current status of any return, and keep track of how your Independent Contractors are performing across the U.S.
Be your own boss and start building your own wealth.
We are a proven system that supports you in building your business. Our franchise owners have the ability to scale nationwide using our Independent Contractor program.