CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
Call Us Today
CUSTOM JAVASCRIPT / HTML
BE PART OF THE REVOLUTION!
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
BE PART OF THE REVOLUTION!
The Only Way 
To Start a Tax Business
Without Learning Taxes – Or Quitting Your Job. 
The Only Way 
To Start a Tax Business
Without Learning Taxes – Or Quitting Your Job. 
  • 100% CPA Prepared Tax Returns - You Earn $140-$350 per Return
  • No Risky Leases or Costly Employees Required - No Headaches 
  • Grow Your Business, Leave the Rest to Us  - We Got You!
Innovative Franchise
Our patent pending process and technology gives you more time to grow your business.
150 Million Tax Returns
Nearly 150 million returns are filed each year. At Happy Tax, these are your prospective clients.
Industry Leading Support
Happy Tax’s executive team provides world class operational and marketing support.
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!  

Make Up To $350 
in Just 10 Minutes

With our revolutionary mobile app you never have to prepare a tax return. Simply meet your client, gather their info, and submit!

Work From Anywhere, Complete Freedom

The Happy Tax mobile app works on Apple & Android devices. Meet your clients anytime, anywhere. On-sites, coffee shops, virtual or existing offices.

100% of Tax Returns are CPA Prepared in USA

Our CPA's specialize in tax preparation. Your clients receive top service with the maximum legal refund. Error free guarantee.

We'll Help You Build, Grow And Scale a Mobile Tax Business

As a franchisee, we'll help you build a team of independent contractors that will enable you to have a truly entrepreneurial business.

Innovation, Technology and Convenience 

Our patent pending model has been called the Uber of Tax Preparation. You use our technology to source returns, we handle the back office.

No Headaches

No Risky Leases or Costly Employees Required. You control how much you make, when you work, and get to enjoy your life!
Make Up To $350 
in Just 10 Minutes
With our revolutionary mobile app you never have to prepare a tax return. Simply meet your client, gather their info, and submit!
Work From Anywhere, Complete Freedom
The Happy Tax mobile app works on Apple & Android devices. Meet your clients anytime, anywhere. On-sites, coffee shops, virtual or existing offices
100% of Tax Returns are CPA Prepared in USA
Our CPA's specialize in tax preparation. Your clients receive top service with the maximum legal refund. Error free guarantee.
We'll Help You Build, Grow And Scale a Mobile Tax Business
As a franchisee, we'll help you build a team of independent contractors that will enable you to have a truly entrepreneurial business.
Innovation, Technology and Convenience 
Our patent pending model has been called the Uber of Tax Preparation. You use our technology to source returns, we handle the back office.
No Headaches
No Risky Leases or Costly Employees Required. You control how much you make, when you work, and get to enjoy your life!
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.
Why Happy Tax?
CUSTOM JAVASCRIPT / HTML
Who Is A Good Fit To Be A Franchisee?
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
Why Happy Tax?
CUSTOM JAVASCRIPT / HTML
Who Is A Good Fit To Be A Franchisee?
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
WHAT YOU GET WHEN YOU JOIN
WHAT YOU GET WHEN YOU JOIN
Three Different Life Changing Investment Levels
  • Franchise (Zee) - Access to our patent pending technology, our marketing, training, email and phone support and a fresh way to run a tax business. You source the clients, our CPA's do the taxes. You pay an upfront franchise fee and keep the majority of the revenue (only pay our low royalty and tax prep fees). You own the client book of business as a sellable asset. You can also recruit Independent Contractors to build a team to source tax returns for you. Investment: $20,000.
  • Independent Contractor (IC) - Access to our patent pending technology, our marketing, training, email support and a fresh way to run a tax business. You source the clients, our CPA's do the taxes. You pay an upfront on-boarding fee and keep 40% of the revenue. Happy Tax owns the client book of business. You can receive a referral fee if you recruit any Independent Contractors but not a portion of their revenue. Investment: $500.
  • Area Representative (AR) - You buy the rights to a county (or larger) and become a partner with Happy Tax. The revenue received from all franchise fees, royalties  zee’s and IC's’ in that area are split with you 50%/50%. We include a franchise with all Area Rep deals. Area Reps are responsible for assisting with lead generation in their area as well as coaching their franchisees in addition to the support, training and technology we provide to them. Investment: $50,000 and up.
our Mission

We make the tax preparation experience Happy, one return at a time! ​
"Happy Tax has completely changed my life. They go above and beyond for their franchisees through their excellent support model and and really focus on customer service excellence with our clients. They are revolutionizing the tax preparation industry, allowing me to provide a service that people are really catching on to and appreciate, establish new relationships with my clients and affording me the opportunity to really make a difference in the community and spending time with my family."
Jamey Hill
Happy Tax Franchisee
"The Happy Tax business model has changed my business immensely. After spending countless tax seasons down in the weeds preparing and processing tax returns and staying up to date on tax code I now no longer have to do that. I can focus my time on prospecting for new clients and growing my business while the Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back and smile as I watch my bottom line grow.  I am so thankful that I found Happy Tax!"
Thomas Few
Happy Tax Franchisee & Area Rep
CUSTOM JAVASCRIPT / HTML
“Mario's reputation for being driven sets an example for others to follow.His work ethic allows him to stay on top of everything and continues to develop and grow his business.”
Tony Laforgia 
Director-Finance at Association of American Publishers
"Mario is success driven and gets the job done. He is committed to excellence and outstanding service. The customer is always right, regardless. He would succeed at any attempted endeavor. A terrific guy on a personal level and an achiever on a professional level."
Michael Galetti
Retired Public Accountant
“Mario is an aggressive and smart entrepreneur. I contact him anytime I seek advice on a business or real estate opportunity. He is a pleasure to work with and his consultation has been an invaluable resource.”
Dawid (Dah-veed) Wiacek
Director-Finance at Association of American Publishers
"Mario is success driven and gets the job done. He is committed to excellence and outstanding service. The customer is always right, regardless. He would succeed at any attempted endeavor. A terrific guy on a personal level and an achiever on a professional level."
Chris Beckett
Retired Public Accountant
Industry leading expertise and marketing
We Do The Heavy Lifting - So You Don't Have To

Proven Track Record

Our experienced and accomplished executives and ops team will be there for you to help you build your business successfully. Weekly calls, email, tech and client support are all included. We provide your business back-office for you so you can focus on growth.

Industry Leading Marketing Strategy

Receive weekly marketing tips from our VP of Marketing. We teach you our proven marketing methods and strategies to help you find more clients and see higher returns! We provide "done for you" marketing to implement.

Expert Customer Support

Spend your time on what matters most! Our expert support team will handle all customer questions, processing and support for you, so you can make the money that you deserve and focus on being a true entrepreneur.
BE PART OF THE REVOLUTION!
Industry leading expertise and marketing
We Do The Heavy Lifting - So You Don't Have To

Proven Track Record

Our experienced and accomplished executives and ops team will be there for you to help you build your business successfully. Weekly calls, email, tech and client support are all included. We provide your business back-office for you so you can focus on growth.

Industry Leading Marketing Strategy

Receive weekly marketing tips from our VP of Marketing. We teach you our proven marketing methods and strategies to help you find more clients and see higher returns! We provide "done for you" marketing to implement.

Expert Customer Support

Spend your time on what matters most! Our expert support team will handle all customer questions, processing and support for you, so you can make the money that you deserve and focus on being a true entrepreneur.
BE PART OF THE REVOLUTION!
How We Stack Up Against the Competition
Industry Cost Comparison

Created with Compare Ninja

CUSTOM JAVASCRIPT
Earnings per Return

Created with Compare Ninja

CUSTOM JAVASCRIPT

Royalty is based on our 20% royalty for first 100 returns. 
Royalty decreases to 15% for returns 101-500 and to 10% for all returns after you have completed 500.

Franchise Terms

Created with Compare Ninja

CUSTOM JAVASCRIPT

The information contained in the above tables have been obtained from franchise disclosure documents obtained from public sources.

Common Questions and Answers
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
CUSTOM JAVASCRIPT / HTML
The Happy Tax Process...
The Happy Tax Process...
Meet Your Client
Using the Happy Tax Intranet, you will have access to all of the marketing, training and tools needed to attract and market to new and existing clients. As you find client, it's as simple as setting a place to meet and spending 10-15 minutes filling out the Happy Tax App to submit a return.
Submit Return
Right in our Happy Tax App, you'll enter in the client's basic information, ask them our simple tax questionnaire and take pictures of their tax documents. Press send and we handle the rest! Returns completed, clients called to explain their refund and digital signatures collected.
Get Paid!
You'll Earn From $135 To $395 Per Return Depending On How Complex The Client's Return is. We Pay You Weekly By ACH Right To Your Bank Account Or Pre-Paid Debit Card. With So Many Tax Returns Being Filed Each Year, There Is No End To The Amount of Money You Can Make!
Happy Tax is revolutionizing the tax industry. 
Get Started Today! 
INTERESTED? 
PLEASE CONTACT US
INTERESTED?
CONTACT US
BE PART OF THE REVOLUTION!

Home   |   Franchise   |   Independent Contractor   |   Area Representative   |   Why Happy Tax   |   About   |   Case Studies   |   Media   |   Blog  |   Upcoming Events   |   Contact Us

Corporate HQ - 350 Lincoln Road, Miami, FL 33139

Copyright 2016 - Happy Tax Franchising, LLC - All Rights Reserved