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So far happytax has created 70 blog entries.

Why Any Possible “Tax Reform” Actually Passed will be a BOOM for the Assisted Side of the Tax Preparation Industry

2018-04-25T20:55:09+00:00

The House and Senate have now passed different versions of so-called tax reform that is going into congressional reconciliation. That reconciliation coming together among these two houses of Congress is no guarantee as there are substantial differences to both of these bills and plenty of special interests and decisiveness still floating around Washington. That said, some people might think that tax reform could impact the number of people utilizing a paid preparer on the Assisted side of our industry or impede the acceleration of our growth efforts here at Happy Tax. We, on the other hand, disagree and are actually [...]

Why Any Possible “Tax Reform” Actually Passed will be a BOOM for the Assisted Side of the Tax Preparation Industry2018-04-25T20:55:09+00:00

Happy Tax Investor Letter 2017

2018-04-27T13:41:59+00:00

Dear Happy Tax Investor,It is exciting times here at Happy Tax. It’s that time of the year where I will update you on what is happening and what is in our pipeline. We have some nice momentum in the marketplace and are growing our business consistently. Here are some things that I’d like to share.Attached is our Audited Financials for the Fiscal Year ending April 30, 2017. As you can see, our revenue has increased nicely across the board especially when you take into account that the previous year’s revenue included a discontinued operation that we sold during that fiscal year [...]

Happy Tax Investor Letter 20172018-04-27T13:41:59+00:00

Happy Tax Signs Memorandum of Understanding with Mexican Government Agency CONSUSEF, U.S. Non-Profit Organization Integra Institute and other financial institutions

2018-04-26T16:32:08+00:00

OCTOBER 30, 2017 - Mexico City, Mexico - On October 27, 2017, Happy Tax's CEO Mario Costanz signed a Memorandum of Understanding with Mexico's National Commission for the Protection and Defense of Financial Services (CONDUSEF) and executives of financial institutions and remittance companies in Mexico and United States including the Integra Institute, Bansefi, Consar, Raza Development Fund, Fintech Mexico, LatinoTaxPro and Habvita. "I'd like to personally thank President of CONDUSEF Mario di Costanzo and Director of the Integra Institute Emmanuel Loo for inviting Happy Tax to assist with developing and distributing education programs for Mexicans nationals living in in the USA." said Happy [...]

Happy Tax Signs Memorandum of Understanding with Mexican Government Agency CONSUSEF, U.S. Non-Profit Organization Integra Institute and other financial institutions2018-04-26T16:32:08+00:00

Happy Tax Announces 1st Annual Tax Season KickOff Convention in Dallas, TX

2018-04-26T14:16:48+00:00

Happy Tax will be holding its 1st Annual Tax Season KickOff Convention in Dallas, Texas on November 10th through 12th. With over 500 Franchisees, Area Representatives and Independent Contractors joining the firm from across the country in under three years, Happy Tax is the fastest growing tax firm in the nation according to Entrepreneur Magazine. Convention sponsorships are available at HappyConventionSponsor.com. The convention will start on Friday, November 10th with an exclusive meeting with the Happy Tax Area Representatives who own their own respective markets across the country. Friday evening will welcome in new prospective franchisees and Area Representatives to a Meet & [...]

Happy Tax Announces 1st Annual Tax Season KickOff Convention in Dallas, TX2018-04-26T14:16:48+00:00

6 Entrepreneur Habits You Need To Adopt Today

2018-04-25T20:54:12+00:00

You see them on TV. They’re always in the newspapers. You admire them. You want to be like them. So…what’s stopping you? The greatest entrepreneurs have one thing in common. They have habits that set them apart from the rest of the crowd. Want to join them? Start these 6 habits today. (Sidenote: remember it only takes 21 days for a habit to stick!) Breakdown your goals Having a big shiny goal is great, but without a plan to get there you’re going to be stuck wandering. Here’s what you do. Take your big business goal and break that down into [...]

6 Entrepreneur Habits You Need To Adopt Today2018-04-25T20:54:12+00:00

Own A Business That’s Always in Demand!

2018-04-26T14:17:04+00:00

Answer this, what’s the #1 problem for new business start-ups? Answer… DEMAND. The time it takes to evaluate your business idea, who your customer is, and determine if the need is sufficient enough to create a long lasting business model is outrageous. Yet, millions of entrepreneurs do this and fail because they simply miss the 19 billion dollar giant standing right in front of them. Every American is legally required to submit a tax return.  For this reason, tax preparation is big business and remains recession resistant.  $19+ billion was generated in tax preparation revenue in 2017 – in roughly only [...]

Own A Business That’s Always in Demand!2018-04-26T14:17:04+00:00

Happy Tax Acquires Emerging Franchisor Opportunity Tax and Insurance & Signs Agreement with Santa Barbara Tax Products Group (TPG) to provide refund transfer and refund advance products

2018-04-26T14:17:10+00:00

August 28, 2017 - Happy Tax, the easiest way to have an on-demand CPA-prepared tax return filed, is pleased to announce that the company has acquired Opportunity Tax and Insurance, a franchise network of 8 storefront tax preparation and insurance sales offices in North Carolina, Georgia and Florida. "I'm thrilled that we have the ability to provide our world class support to the franchisees at Opportunity Tax and Insurance," explains Happy Tax founder and CEO Mario Costanz. "Since our inception, we have received many inquiries from traditional brick and mortar independent tax services wanting to convert their tax practices to us however we [...]

Happy Tax Acquires Emerging Franchisor Opportunity Tax and Insurance & Signs Agreement with Santa Barbara Tax Products Group (TPG) to provide refund transfer and refund advance products2018-04-26T14:17:10+00:00

Happy Tax Named a Top Franchise Brand by Entrepreneur Magazine!

2018-04-26T14:17:16+00:00

(PRLEAP.COM) Third ranking given to Happy Tax by Entrepreneur Magazine this year. August 24, 2017 - Today, Happy Tax was ranked in Entrepreneur magazine's first-ever Top Franchise Brands list. This list recognizes the 200 franchisors that have built the strongest brands, based on data submitted for Entrepreneur's 2017 Franchise 500® ranking. "Thank you once again to Entrepreneur Magazine for recognizing the hard work that our team and our franchisees have put into the innovative model here at Happy Tax." said Happy Tax CEO Mario Costanz. "Within the past six months, we've been named to Entrepreneur's prestigious Fastest Growing, Top New, and now Top [...]

Happy Tax Named a Top Franchise Brand by Entrepreneur Magazine!2018-04-26T14:17:16+00:00

Happy Tax CEO Mario Costanz Named as “One To Watch” by Accounting Today in the 2017 Top 100 Most Influential People Report

2018-04-26T17:26:40+00:00

This week, Happy Tax CEO Mario Costanz was honored as “One To Watch” by Accounting Today in their release of the 2017 Top 100 Most Influential people in accounting. The innovative tax preparation brand, Happy Tax continues to receive acknowledgments for its impressive business model that is disrupting the 19 billion dollar tax industry. Just off the heels of their Top Franchise Brand award from Entrepreneur Magazine, Happy Tax is seeing an influx of business professionals flocking to the brand to take advantage of one of their many opportunities allowing entrepreneurs the ability to start a tax business with minimal [...]

Happy Tax CEO Mario Costanz Named as “One To Watch” by Accounting Today in the 2017 Top 100 Most Influential People Report2018-04-26T17:26:40+00:00

Starting a Business: Tips for a Work-Life Balance

2018-04-26T14:17:24+00:00

Everyone is talking about how to achieve a “work-life balance.” Even employers are doing what they can to ensure that their employees are happy. However, this balance is not always easy. It takes hard work to make sure that you are spending quality time with your family and friends while still doing well at your job. Though most people want to balance, they seem to prioritize one over the other. If your family is your only priority, you are going to struggle with a business or even keeping a job. If you are not dedicated to your job, your boss (and [...]

Starting a Business: Tips for a Work-Life Balance2018-04-26T14:17:24+00:00