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.

Why Happy Tax?
 

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.

Why Happy Tax?

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

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?

Are you ready to be your own boss and start building your own wealth?

Our reputation says it all.

Happy Tax has completely changed my life. They go above and beyond for their franchisees through their excellent support model 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, and affording me the opportunity to really make a difference in the community and spending time with my family.

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?

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!

Happy Tax is the simple and affordable way to get you started on that path to success! Never file a tax return again, you source the return using our revolutionary mobile app and our expert CPA’s do the rest.

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?

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 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

Our franchise fee is $25,000. Financing is available.
Our franchise agreements are 3 years for franchisees.
You get access to use our trademarks, the ability to utilize our patent-pending process and technology, industry-leading training provided on our robust intranet, cutting-edge marketing as well as support and coaching from our executive team. You also get peace of mind knowing that your clients’ tax returns are prepared by an expert CPA, and become part of a community knowing of passionate, customer-driven franchisees across the country
A key selling point of our service is its convenience. A CPA will not typically go out to meet with customers; the customer has to go to them. Often, the customer might sit in a waiting room and, in many cases, might pay a high fee for the professional service. Our patent-pending process and technology has enabled us to lower overhead and make our fees much more affordable and transparent. For example, we only have 4 prices: $100, $200, $300 or $500, depending on the complexity of the tax return. While some CPAs charge in that range, many charge significantly more for their services.
Our pricing, in line with the industry, depends on the complexity of the return. Our prices are $100, $200, $300 or $500. We have no hidden fees; our pricing is completely transparent.
A franchisee will not be required to have any tax software since all of our returns will be prepared by our CPAs. We provide secured apps and programs to our franchisees in order to insure the security of our clients’ data and help increase ease and efficiency.
While there is never a way to categorically prevent fraud, Happy Tax takes this issue very seriously. We take every possible precaution and measure to secure our clients’ information. Our patent-pending process and technology includes 2048 bit SSL security to eliminate the trace of private personal information. The data is never stored locally on a tablet or other computer.
Franchisees who do not have storefronts will be allowed to market and conduct business anywhere in the US. Franchisees who have storefronts will be given a geographic territory of approximately 50,000 people.
Yes, they are able to represent clients before the IRS and the ones preparing California returns are CTEC registered.
Your clients will be able to get their questions answered directly from you, our customer support follow up call, or using our revolutionary mobile app chat feature.
Yes, we offer in house financing as well as assistance with our vendors who can provide direct financing to you as well. You can also use your 401k to invest.
No, we do not charge any renewal fees
As a franchisor, the FTC and state law regulates when and where we can make financial performance representations. One way to think about this question is to estimate how many clients and returns you feel you can handle using our brand and resources. You can earn between $65 and $375 for each tax return completed based on our standard pricing.
Our royalties are the lowest in the industry, ranging from 10-20% depending on volume. The only other fee charged to franchisees by us is the tax prep fee for preparing the return with our CPAs. These fees range from $20-$50 per return, depending on complexity.
The safety of our franchisees is very important to us. While we encourage house calls to make the process as convenient as possible for your clients, they are not required. In many cases, your clients will be friends, family or co-workers (or those referred to you by them), so you’ll have some type of connection and level of trust.
We’ll teach you. Once you’re a franchisee, you’ll take our training online and learn our marketing techniques. Word of mouth, social media, email marketing, referrals, and networking events are just some of the many ways to build your customer base. Don’t worry – we’ll show you how.
Yes, we require you to contribute $1,000 to the national advertising fund in your first year and 2% of your revenue each year thereafter. We also require that you spend a minimum of $1,000 per tax season on local advertising, marketing and promotional programs. During your first tax season, you must spend $2,000 to help get the word about your new business. This measure is based on years of industry experience. We’ll teach you which marketing and advertising methods offer a good return on investment to help your business grow.
Our CEO has successfully operated 100 storefront tax offices across the country. He started out in the tax business back in 2003 and has been an entrepreneur since 1998. He has personally coached hundreds of tax business owners and franchisees in his role as an area developer and consultant. His tax offices have consistently grown year over year and he has won many awards for the operation of his tax business.
We are staffed with an internal audit team to handle all audits. This gives your clients peace of mind and affords you the confidence that the services we provide are guaranteed.
To put it simply, above all else, when you become a Happy Tax Franchisee, you get amazing support.

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?

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!

Happy Tax is the simple and affordable way to get you started on that path to success! Never file a tax return again, you source the return using our revolutionary mobile app and our expert CPA’s do the rest.

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?

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 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.