HAPPY TAX
CASE STUDIES

Meet Some Of Our Ideal Franchisee Profiles

HAPPY TAX
CASE STUDIES

Meet Some Of Our Ideal Franchisee Profiles

Tax Preparer
Better hours. Better pay. Better life.

This is John, otherwise known as the guy who is super proud of himself but ready for more. He has been working at a retail tax prep place for three years and discovered that he was darn good at his job. The best part for him about the tax business is meeting all the people in town that need his help. He enjoys it and finds ways to have fun. He’s also tired of his boss earning the majority of the fees while he collects a much smaller hourly rate or commission, even if he’s doing the bulk of the legwork. Happy Tax gives him a chance to be his own boss while freeing up his time to grow his customer base. Plus, now he keeps the majority of the earned fees. And since it is affordable to get started, with financing available for those that qualify, John doesn’t need to have a large bankroll or take a lot of upfront risk. He can now leave his old job as a tax preparer and become a Happy Tax franchisee, full time. Finally, his own business … Better hours. Better pay. Better life.

Tax Preparer
Better hours. Better pay. Better life.

This is John, otherwise known as the guy who is super proud of himself but ready for more. He has been working at a retail tax prep place for three years and discovered that he was darn good at his job. The best part for him about the tax business is meeting all the people in town that need his help. He enjoys it and finds ways to have fun. He’s also tired of his boss earning the majority of the fees while he collects a much smaller hourly rate or commission, even if he’s doing the bulk of the legwork. Happy Tax gives him a chance to be his own boss while freeing up his time to grow his customer base. Plus, now he keeps the majority of the earned fees. And since it is affordable to get started, with financing available for those that qualify, John doesn’t need to have a large bankroll or take a lot of upfront risk. He can now leave his old job as a tax preparer and become a Happy Tax franchisee, full time. Finally, his own business … Better hours. Better pay. Better life.

Single Mom
More time with her kids.

This is Mary. She has two kids, one dog, two jobs and something has to give … she’s been doing it all on our own and getting by can sometimes be difficult. When she found out that Happy Tax was waiving their franchise fee for all single moms … she said “YES” before we could even tell her how much support we’d give her to get her business started and keep it growing. Lucky for her we provide all the training, technology, and business expertise she could want out of a “boss” but she doesn’t have one. The biggest gifts this business gives Mary is time and money. It gives her more time with her kids now that she’s quit her 2nd job and an income that she’s proud of.

Single Mom
More time with her kids.

This is Mary. She has two kids, one dog, two jobs and something has to give … she’s been doing it all on our own and getting by can sometimes be difficult. When she found out that Happy Tax was waiving their franchise fee for all single moms … she said “YES” before we could even tell her how much support we’d give her to get her business started and keep it growing. Lucky for her we provide all the training, technology, and business expertise she could want out of a “boss” but she doesn’t have one. The biggest gifts this business gives Mary is time and money. It gives her more time with her kids now that she’s quit her 2nd job and an income that she’s proud of.

Corporate America Employee Growing his business.
Not someone else's.

This is Ed, the burnt out corporate employee who’s hell-bent on leaving the rat race and building his own empire. He looked around and discovered that Happy Tax is not only an easy business to get into, it also has everything he needs to “go big” on his own. So he’s jumping in with both feet and has already set ambitious goals for his first year — goals that he plans to double in year two! Best of all, he’s in business for himself but still has the corporate support he’s used to. The only difference is that now he’s calling all the shots himself, and his hard work is helping to grow his own business, not someone else’s.

Corporate America Employee Growing his business.
Not someone else's.

This is Ed, the burnt out corporate employee who’s hell-bent on leaving the rat race and building his own empire. He looked around and discovered that Happy Tax is not only an easy business to get into, it also has everything he needs to “go big” on his own. So he’s jumping in with both feet and has already set ambitious goals for his first year — goals that he plans to double in year two! Best of all, he’s in business for himself but still has the corporate support he’s used to. The only difference is that now he’s calling all the shots himself, and his hard work is helping to grow his own business, not someone else’s.


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 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 Mission


We Make The Tax Preparation Experience Happy, One Return At A Time!

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!

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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 Mission

We Make The Tax Preparation Experience Happy, One Return At A Time!

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We are revolutionizing the tax industry and inviting you to join us. Starting your own business has never been easier, more affordable, and most importantly fun!

We are revolutionizing the tax industry and inviting you to join us. Starting your own business has never been easier, more affordable, and most importantly fun!

Click To Learn More!

If you are ready to learn more and take the next step in owning your own business and joining the revolutionary Happy Tax brand, click above and one of out awesome business development reps will reach out to you!