Cross Marketing Of Insurance and Tax Clients

Happy Tax Tax Industry

Hi, I’m Mario Costanz, also known as The Problem Solver, I’m the CEO of Happy Tax Franchising. Thank you for joining us. In this week’s session, I’ll answer a question from Dan from Miami. Dan is an insurance agent and has been doing that for about 10 years. Dan’s income has been flat for the past 5 years or so …

In Response to Dylan Matthew’s Attack on the Tax Industry

Happy Tax Tax Industry

In this week’s session, I’ll address an article published by Dylan Matthews on news website Vox earlier this month attacking H&R Block and its position as a Tax Prep Company. We’ll post a link to the piece below.http://www.vox.com/2015/8/24/9195129/h-r-block Great piece, Dylan. Well researched. Nice writing. Lots of hyperlinks. Awesome headline. A clear agenda without stating both sides of the story. Upfront, …

How to Scale Your Tax Business

Happy Tax Tax Industry

In this week’s session, I’ll answer a question from Joel in Los Angeles. Joel is about to become a Happy Tax franchisee but had some initial concerns about the ability to scale beyond a one person operation. Joel is aggressive and wants to build a nice size business so he can quit his job. He understands that it will take …

Common Tax Industry Misconceptions

Happy Tax Tax Industry

In this week’s session, I’ll squash some common tax industry misconceptions. We’ve been talking to hundreds of people across the country about joining us as Happy Tax franchisees and I wanted to address some of the questions that come up regarding the tax industry as they are really good ones. Since our company is revolutionizing this stale old industry with …