About Us

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

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Meet the Executive Team

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

Monica Poirier

CEO
Experienced finance executive with proven track record to deliver unprecedented profitability results. Strategic leader supporting cross-functional areas with dynamic analytics and business development driving key business decisions for success. Awarded for unique expertise in architecting and applying technology to enhance business processes and reduce costs. Recognized for outstanding commitment, entrepreneurial approach, and results driven.

MARIO COSTANZ

Founder/Chairman

KNOX WIMBERLY

Chief Tax Officer

NATHAN PRATT

Director of Marketing

Some of Our Elite Area Reps

THOMAS FEW

Area Representative

SHIRLEY TSURUTA

Area Representative

FERNANDO TSURUTA

Area Representative
VIEW AREA REP OPPORTUNITIES

Happy Tax Advisory Board

KEITH ALESSI

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

DAVID LIEBERMAN

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

SCOTT FLETCHER

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

JODY PADAR

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

JP FOSTER

Founder of Solera Bank, Former VC, Management Consultant.

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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