You bring leadership,
we'll bring the rest

We are looking for hands-on leaders who are passionate about people and growing an exciting new business. Join a community of Happy Tax Partners with one of the top franchise brands in the U.S.
INQUIRE NOW
We will never spam, rent or sell your info at anytime.

The Happy Tax Advantage

We are devoted to helping you build a successful, long-lasting business.

LOW STARTUP COSTS

Whether your looking to become a Franchisee or one of our Elite Area Reps, our innovative business model gives you the flexibility to start your business with little to no startup costs.

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TAX EXPERIENCE NOT REQUIRED

Our nationwide team of vetted CPAs and processors handle your clients returns, giving you more time to work on your business instead of in it!

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FOCUS ON PEOPLE, NOT SALES

Relationship building is the "secret sauce" of the tax industry. Our business development team will help you get started in discovering how to nurture new and existing relationships that turn into lifetime clients.
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24/7 SUPPORT & MARKETING

Our industry-leading experience is behind you every step of the way, from hands-on training to on-demand support and done-for-you marketing materials to ensure your operation runs smoothly.
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What it takes to start
your business

1

Franchise Eligibility

Your first step in the Happy Tax Discovery Process is to complete a short “Prospect Profile”. This helps us get to know you, and curate the best opportunity that fits your lifestyle.

2

Introductory Call

Talk with one of our business development representatives to ask any questions you have, go over your info, and move forward in the discovery process.

3

Powerpoint Presentation

You’ll learn how Happy Tax is revolutionizing the industry, what your market potential is, and the growth potential as a Happy Tax partner.

4

Franchise Application

We’ve determined we are a match made in tax heaven and are ready to complete the necessary next steps to make your dream a reality.

5

Operations Call

Learn about the internal Happy Tax systems, and how we will help you grow your business.

6

Operations Call

Join a call with your Happy Tax Business Development representative to discuss deal terms and moving forward with franchise agreements.

7

Franchise Agreement & Payment

You made it! In this step, you’ll receive your franchise documents to sign and submit your franchise payment.

Meet Our Team

Your success is our #1 focus!

Compare Opportunities

With low startup costs, built-in demand, and access to Happy Tax's technology and tax experience, this is an opportunity to build and grow a successful mobile tax preparation business.

INDEPENDENT CONTRACTOR

Smallest Investment

HAPPY TAX
FRANCHISE

Mid-size Investment

HAPPY TAX
AREA REP

Top Investment
Fee
$199
$20,000
Minimum $100,000 
(400k Population)
Royalties
Earn a percentage per tax return sourced
20% - First 100 tax returns
15% - Tax returns 101-500
10% - Returns over 501
50% to Area Rep
50% Franchise & Tax Prep Fees
National Ad Fund
$0
$1,000/Annually
$2,000/Annually
Local Ads & Marketing
$0
$4,000/Annually
$8,000/Annually
Total Initial Investment
$199
$25,000
Inquire about financing
Equipment & Signs
$0
$100 - $800
$100 - $800
Yearly Rent
$0
$0
$0
Additional Capital & Operating Expenses
$0
$0
$0
Monthly Fee
$9
$0
$0

Grow your own business, own your own equity, all with our expert assistance, training, marketing and technology.

We are devoted to helping you build a successful, long-lasting business.

A true business partner

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.
Learn More »
Onboarding
Marketing
Support – we provide ongoing support
Analytics – stay on track with robust reporting

Discover Your Future With Happy Tax

Submit the form to learn more, get access to exclusive content, and talk with our business development team!
  • Join Us Today

  • We will never spam, rent or sell your info at anytime.

    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. A Commitment to Empowering. Creating Time for What Matters.

    OUR GUARANTEE

    Expert CPA Prepared Returns. Accuracy Guarantee. 100% Free. Audit Assistance. Year-Round Support. Love Life Guarantee.

    Happy Tax

    The #1 tax filing solution that combines expert CPA tax preparation with a fast, easy, convenient, and secure mobile experience!
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