About Us2018-04-26T20:57:09+00:00

We Are Happy Tax

Our executives are entrepreneurs with a combined 100+ years of business ownership and tax industry experience.

Happy Tax is the top CPA tax preparation solution delivering a fast, convenient and secure mobile filing experience to consumers nationwide!

Recognized by Entrepreneur Magazine, Forbes, Accounting Today and other leading publications, Happy Tax is quickly becoming a household name and continues to be an innovative tax preparation brand. Especially with its latest announcement of CryptoTaxPrep.com in late 2017 making Happy Tax the first crypto-specialty tax practice to assist bitcoin and cryptocurrency traders.

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COMPANY EXCECUTIVES

A lifelong entrepreneur who has operated 100 tax preparation offices. Mario is the proud father of 3 children and commonly known as “The Problem Solver”!


Mario Costanz, CEO
Entrepreneur, real estate developer and investor – helping big ideas create big value. The son of an immigrant who still believes that anything is possible in America.


TED MUFTIC, CFO

Love to paddle board with my dog, vacationing, and changing peoples lives by showing the Happy Tax opportunity.


MELISSA SALYER, EVP of Business Dev.

Entrepreneur & Marketing Expert. “I love helping people grow”. I am a huge sports fan and love helping people grow.


MARCUS SLATER, VP of Marketing

Born and raised in Iceland. Loving Life – Living the dream. “I help people experience the freedom I have with Happy Tax!”


DORA CUYLER, VP of Operations

A positive, energized and passionate approach that drives strong people development, learning, and growth is at the core of my leadership focus.


CHRIS TREMPE, Director of Training & Dev.

17 years experience in the Tax Franchise Industry. Love spending time with my husband and son. Love the beach and reading.


NAOMI BLACK, Director of Operational Support

Health enthusiast and a proud mother of 3 and grandmother of 2. “I’m excited to give people the tools to help transform their lives.”


RENEE WAREING, Development Support Manager

Knox is one of America’s Tax Experts® with a passion for making the tax preparation process as fun and enjoyable as possible.


KNOX WIMBERLY, Tax Dept. Manager

AREA REPRESENTATIVES

Matt and Laura enjoy living in San Diego with their six children where fun in the sun lasts all year! Because of their strong accounting and business backgrounds, they were attracted to the innovative Happy Tax model and it’s entrepreneurial opportunities.


LAURA SOMMER, AREA REP

Matt and Laura enjoy living in San Diego with their six children where fun in the sun lasts all year! Because of their strong accounting and business backgrounds, they were attracted to the innovative Happy Tax model and it’s entrepreneurial opportunities.


MATT SOMMER, AREA REP

Over 25 years of full cycle accounting experience across multiple industries. A fervor for streamlining and finding solutions for business owners and consumers, reducing the pain-points involved with the implementation and maintenance of processes for financial control.


TRICIA DRAGO, AREA REP

A husband, a father of four boys, and an entrepreneur. “I believe Success is your duty, obligation, and responsibility.”.


THOMAS FEW, AREA REP

Motivated and results oriented entrepreneur with a passion for delivering superior customer service, giving back to the community and helping others.


SHIRLEY TSURUTA, AREA REP

ADVISORY BOARD

Former CEO of Jackson Hewitt. Turned around company and engineered its sale to Cendant for 480 million dollars.


KEITH ALESSI, Board of Director

Tax attorney and former owner of Triple Check Tax Franchise (had 350 locations in the 90’s).


DAVID LIEBERMAN, Advisory Board

30 years experience at the largest financial services marketing firm in North America with over 100,000 licensed representatives.


SCOTT FLETCHER, Advisory Board
CPA, Author of the Radical CPA, Consistently ranked in Accounting Today’s Top 100 Most Influential List.


JODY PADAR, Advisory Board

Founder of Solera Bank, Former VC, Management Consultant.


JP FOSTER, Advisory Board

Chief Advertising Officer at Subway. 30 Year executive with global brands and franchises including Burger King, LensCrafters, Cosi and Subway.


CHRIS CARROL, Advisory Board

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