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Latest News 2018-04-25T03:19:14+00:00
512, 2017

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

By | December 5th, 2017|Categories: Uncategorized|

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 [...]

711, 2017

Happy Tax Investor Letter 2017

By | November 7th, 2017|Categories: Press Release|

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 [...]

3010, 2017

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

By | October 30th, 2017|Categories: Uncategorized|

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 [...]

1610, 2017

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

By | October 16th, 2017|Categories: Business, Business Growth, Business Opportunity, Tax Industry|

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 The convention will start on Friday, November 10th with an [...]

1809, 2017

6 Entrepreneur Habits You Need To Adopt Today

By | September 18th, 2017|Categories: Business Growth, Entrepreneurs|

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 [...]

1509, 2017

Own A Business That’s Always in Demand!

By | September 15th, 2017|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry|

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 [...]

909, 2017

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

By | September 9th, 2017|Categories: Uncategorized|

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 [...]

809, 2017

Happy Tax Named a Top Franchise Brand by Entrepreneur Magazine!

By | September 8th, 2017|Categories: Business, Business Growth, Entrepreneurs|

(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 [...]

609, 2017

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

By | September 6th, 2017|Categories: Press Release|

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 [...]

609, 2017

Starting a Business: Tips for a Work-Life Balance

By | September 6th, 2017|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs|

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. [...]

509, 2017

3 Reasons You Should Start a Business

By | September 5th, 2017|Categories: Tax Industry|

Have you ever considered starting your own business? Maybe you haven't considered it but it is likely you've at least had days at your job where you wish you could give yourself a better schedule, or have more freedom to do things you want to do and receive a better paycheck. These are some of the many benefits that being your own boss provides and why you should consider a [...]

2808, 2017

Happy Tax Acquires Emerging Franchisor & Signs Agreement with Santa Barbara Tax Products Group (TPG)

By | August 28th, 2017|Categories: Uncategorized|

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 [...]

1508, 2017

Happy Tax Announces “Pay By Cryptocurrency” – The First Ever for any National Franchise Brand!

By | August 15th, 2017|Categories: Press Release|

Entrepreneur Magazine's Fastest Growing continues to innovate while the rest of the pack lags. August 8, 2017 - MIAMI BEACH, FL - "At its core, bitcoin and other cryptocurrencies are a smart currencies, designed by very forward-thinking engineers and visionaries. These payment methods reduce the need for middlemen, get rid of costly credit card fees, currency exchange fees and they reduce the need for waiting for money to clear … [...]

1408, 2017

The Difficulties Surrounding Equity Grants For Tech Workers

By | August 14th, 2017|Categories: Business, Entrepreneurs, Tech|

A large number of tech workers are getting what is known as equity grants from their employers. While these grants seem to promise you an interest in a company, they can be a bit of a mixed bag. Here's why these funds are often so difficult to exercise in a profitable manner. What Are Equity Grants? When you get equity grants, you are being given a certain amount of shares [...]

2306, 2017

4 Bookkeeping Tips for On-Demand Drivers

By | June 23rd, 2017|Categories: Business, Tax Industry|

On-demand ridesharing services like Uber and Lyft have become increasingly popular in recent years. According to eMarkterer, approximately 28 million adults in the U.S. used a ridesharing service in 2016. But if you're thinking of driving for one of these ridesharing services, you'll need to keep your books in order. Here are a few tips to make bookkeeping easier. #1) Track Mileage By keeping track of how many miles you [...]

2306, 2017

Starting a Business: Grow Your Business By Setting the Right Price

By | June 23rd, 2017|Categories: Business Growth|

When starting a business, One of the most important things small business owners need to do to grow their business is making sure they're charging accurate prices. The right pricing structure for your services ensures you earn enough to cover your expenses, but not more than the market will bear. Here are the steps you can take to create a set pricing structure: 1. Determine how much you need to earn to [...]

2206, 2017

Airbnb and Tax Season

By | June 22nd, 2017|Categories: Business, Business Growth, Tax Industry|

Tax season can sneak up on you. The time to act is now. You're running an Airbnb. Everything seems to be going well until tax season starts creeping up on you. How do you go about filing taxes on your business? The first thing to keep in mind is that airbnb automatically reports rental payments sent to you to the IRS via 1099-MISC Form. This means that the IRS will [...]

305, 2017

The best investment you could NOT have made, but now CAN!

By | May 3rd, 2017|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tech|

Dear Reader, On May 16, 2016, the U.S. government opened up the most profitable investment opportunity of the 21st century. These are the types of investments where you could have put down as little as $100... And made back 100 times your money on some of the fastest-growing companies in the world. I’m talking about businesses like GoPro... where $100 turned into an estimated $133,000... Airbnb... where a $100 stake [...]

904, 2017

4 Reasons Why You Should Invest In Startups

By | April 9th, 2017|Categories: Business, Business Opportunity, Entrepreneurs, Tax Industry|

Times have changed for startup businesses and investors. Investing in startup companies was something that was reserved for those with a strong venture capital. However, investors today have gained access to a broader range of investment opportunities. Specifically speaking, more investors are investing their money in startups with a promising future. This has led to an array of benefits for both the business owner and the investor. With that being [...]

2803, 2017

Happy Tax Announces Franchise Opportunity Update

By | March 28th, 2017|Categories: Press Release|

MIAMI BEACH—March 28, 2016—Happy Tax, the only franchisor offering a concierge, on-demand model in the tax preparation industry with CPA prepared tax returns, is pleased to announce new and exciting changes to its franchise opportunities. The fee for its franchises — which are typically awarded to entrepreneurs wanting to start a business without any of the headaches traditionally associated with running a tax practice— is increasing from $10,000 to $20,000 on [...]

1303, 2017

4 Simple Solutions to Stop 80% of Identity Theft Tax Fraud

By | March 13th, 2017|Categories: Tax Industry|

Have you heard enough about identity theft tax fraud in the US without any solutions? Happy Tax is on it and ready to help solve this epidemic sweeping the nation. On Tuesday, May 26, 2015, the IRS announced that its online Get Transcript application was accessed over 200,000 times between February and May by criminals attempting to obtain tax transcripts with the intent to commit tax return fraud. The criminals [...]

1302, 2017

Three (LOUD) cheers for the end of “silent return” auto-rejections! [TIME-SENSITIVE]

By | February 13th, 2017|Categories: Tax Industry|

We've got some more happy news to deliver regarding your 2016-2017 taxes, and we're using our digital megaphone to announce it. Are you ready for this? This year marks the end of automatic rejection of silent returns! "What is a silent return?" you may cleverly inquire. We're so glad you asked. A silent return is one which does not include a response to a given line. In this case, the [...]

201, 2017

How to Build a High-Performing Team

By | January 2nd, 2017|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry|

It’s no secret that the most important part of your business is people. When you treat them well, you and your company will reap the rewards ten times over. That’s probably why every manager who is worth his salt asks himself one very important question: “How do I go about building a high-performing team?” Some managers make it look so easy; we all know at least one. What is it [...]

512, 2016

Taxes Done Smarter – Business Done Better

By | December 5th, 2016|Categories: Business, Business Growth, Business Opportunity, Tax Industry|

Happy Tax isn't changing the face of the game in one industry, but two! Improving the tax filing process completely, Happy Tax is leading the way in how taxes are done. The opportunity to partner with Happy Tax is available to anyone, and simply put it is a life changing opportunity. Taxes Done Smarter Professional services. Happy Tax CPA's deliver the best possible tax services and each Happy Tax client [...]

1411, 2016

Organize your tax documents in 3 simple steps

By | November 14th, 2016|Categories: Tax Industry|

With snow on the ground and frigid temperatures throughout the USA, it may feel like springtime is merely a distant dream. Not to worry. The big thaw is on the way, and with the change of seasons comes that time of year we at Happy Tax love most (and you can, too): tax season. Don't let tax season sneak up on you and leave you scrambling at the last minute! [...]

1010, 2016

Happy Tax Succeeds by Meeting Needs

By | October 10th, 2016|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry, Tech|

The Happy Tax Franchise has found something that works. It works for the company, their franchisees and works for millions who need to file taxes every year. What happens when a truly novel concept in an industry is introduced to a need shared by almost every adult in America? In this case, Happy Tax happens. Franchisees get everything they need to succeed in a need-driven market, some of those benefits [...]

509, 2016

The Mobile Excitement Of A Happy Tax Franchise

By | September 5th, 2016|Categories: Business, Business Opportunity, Entrepreneurs, Tax Industry|

The tax return business is a billion-dollar industry that people like you tap into every year as a career or even a side job. If you're interested in tax preparation and being a Happy Tax franchise holder, you need to understand how our mobile app will not only streamline the process, but maximize your profits! Our Mobile App Is Truly Revolutionary The Happy Tax app is designed to meet a all tax preparation needs [...]

608, 2016

How “Happy Tax” Can Save Your Tax Preparation Business

By | August 6th, 2016|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry|

Are you sick of preparing tax returns for ungrateful clients who never seem to appreciate your hard work? Has what was once a fun and profitable enterprise turned into a major pain in the "you know what?" Are you ready to give up tax preparation for good? Don't make that decision just yet! Instead, you should check out our "Happy Tax" franchise, Area Rep or Independent Contractor opportunities. Our model [...]

1107, 2016

Can You Be Happy Doing Taxes?

By | July 11th, 2016|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry, Tech|

Only two groups of people are happy when thinking about taxes: the IRS and tax preparation experts. If you're considering a career change or starting a new business, we suggest learning how to start with Happy Tax. Before jumping in head-first, you should gauge whether or not this career is right for you. Do You Like Being Your Own Boss? If you're sick of being bossed around or working hard to [...]

606, 2016

How You Can Tap Into the Self-Employed Tax Industry

By | June 6th, 2016|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry|

Offering CPA services for self-employed individuals and service professionals will surely turn out to be a profitable endeavor. Self-employed individuals need tax services much more than regular hired workers, and here are just some reasons why. It Saves Them Time People who run their own business often don’t have time to deal with doing taxes. They often are in charge of a one-man business, and they have to handle everything [...]

3005, 2016

I’m A Hair Stylist, Not A CPA

By | May 30th, 2016|Categories: Business, Business Opportunity, Entrepreneurs, Tax Industry|

Don't know a thing about filing tax returns? That's just fine. You can keep your day job but still supplement your income as a Happy Tax franchise even though you don't know a thing about taxes. It all comes down to technology, training and support. Freedom Through Technology With innovative advances in the Happy Tax franchise method you can manage the needs of clients with the best hi-tech concierge services available. A [...]

905, 2016

Why Sole Proprietors Should Trust A Tax Professional

By | May 9th, 2016|Categories: Business, Entrepreneurs, Tax Industry|

Happy Tax has a reputation for service and excellence. The flexibility involved in a franchise empowers owners the opportunity to meet the needs of many small businesses that are typically under-served by tax and financial professionals. The most commonly filed tax return by an individual who should have trusted a professional is usually a person who is self-employed, the sole proprietor. For those who are accustomed to flying solo, simple [...]

2504, 2016

Who Doesn’t Love Doing Taxes?

By | April 25th, 2016|Categories: Business, Business Opportunity, Tax Industry|

We are passionate about taxes, but how do most people view doing taxes?  Probably not much above going to the dentist.  With Happy Tax, you can help change that perception one client at a time.  Here are just a few of the advantages that can help you convince your clients that tax time is great: Personal Service Clients will be surprised by the fact that you can come to them, [...]

1104, 2016

Launch A Franchise In No Time!

By | April 11th, 2016|Categories: Tax Industry|

When tax season begins looming on the calendar's horizon, more often than not interested potential franchisees may believe it is too late to open a Happy Tax franchise. So, just how long does it take from the moment the idea begins to blossom to serving your first customer? Inquire The first thing is to make an online inquiry. In just 30 seconds you can submit our online form and start learning [...]

2303, 2016

Happy Tax Appoints Melissa Salyer as EVP of Franchise Opportunities

By | March 23rd, 2016|Categories: Press Release|

Seasoned Executive with 25 Year Track Record of Assisting Entrepreneurs to Open Tax Franchises Joins the Team MIAMI BEACH—May 23, 2016—Happy Tax, the innovative franchisor offering a better way to file tax returns for both consumers and tax business owners is excited to announce the addition of Melissa Salyer, the most experienced franchise sales executive in the tax preparation industry, to lead their franchise opportunity department. Melissa's hire further [...]

1703, 2016

Happy Tax Announces Launch of Happy Tax Accounting

By | March 17th, 2016|Categories: Press Release|

Hybrid Cloud Based-Bookkeeping & Accounting Solution New to the Market MIAMI BEACH—March 17, 2016—Happy Tax, a franchisor offering a concierge, on-demand model in the tax preparation industry, is pleased to announce the launch of Happy Tax Accounting, an end-to-end financial management solution blending online bookkeeping for small businesses with access to live CPA guidance and reporting. Happy Tax's current franchise model offers an opportunity for independent tax preparers and solopreneurs to incorporate [...]

1603, 2016

What Is The Uber Of The Tax Industry?

By | March 16th, 2016|Categories: Business, Business Growth, Business Opportunity, Entrepreneurs, Tax Industry, Tech|

The peer-to-peer business model of Uber has a lot in common with the business model of a Happy Tax entrepreneur. It may not seem likely, but consider some of the aspects built in to each industry that is amazingly similar and the reason Uber drivers and Happy Tax franchisees enjoy success: Accessibility Uber uses a smartphone app making its service available to everyone everywhere. Everyone within a local community also needs easy [...]

1003, 2016

Happy Tax Reaches Milestone with Acquisition

By | March 10th, 2016|Categories: Press Release|

Inaugural Season a Success, Proving the Model March 10, 2016 // // MIAMI BEACH - Happy Tax, a franchisor offering a concierge, on-demand model in the tax preparation industry, is pleased to announce that the company has reached exciting new milestones in its corporate growth objectives. Prior to the start of tax season, the company acquired a high-volume tax preparation office whose production and revenues place it in the top 1% of [...]

2902, 2016

5 Reasons To Hire A CPA

By | February 29th, 2016|Categories: Tax Industry|

When marketing your tax service, some individuals may need a little convincing that hiring a CPA is a good idea. Here are five good reasons why hiring a professional to prepare your taxes is a great decision: 1. Mistakes Mistakes, we all make them. However, if a person makes a mistake when they file their own tax return, they may not be aware that they have a time window to try to amend [...]

802, 2016

Protecting A Tax Client’s Identity

By | February 8th, 2016|Categories: Tax Industry|

Identity theft is a serious security concern when it comes to preparing a tax return for a client. A person's social security number (SSN) is akin to the Rosetta Stone, the master key provided by a client to their tax return preparer that opens the doorway to their individual identity. The element of trust in this business relationship could not be more clear. The Social Security Administration (SSA) claims that identity theft [...]

401, 2016

How to Prospect Tax Service Leads Using Facebook

By | January 4th, 2016|Categories: Tax Industry|

Facebook is an invaluable tool for attracting new tax service leads. With 1.4 billion monthly users, your customer base probably uses this social media network. So if you're looking to grow your tax service business, consider the following Facebook prospecting tips. Identify Your Target Market To whom are you trying to reach with your tax service? Before you begin a successful Facebook marketing campaign, you must first answer this question. [...]

1412, 2015

What To Expect When You Open A Tax Service Franchise

By | December 14th, 2015|Categories: Tax Industry|

April is long past and most people are not thinking about their taxes. However, for interested entrepreneurs, this is the perfect time to think about a new venture, get trained and have a tax service franchise launched and ready to do business by the time the next tax season rolls around. You don't have to be a CPA to become or a tax preparer. Happy Tax gives you all of the tools [...]

1611, 2015

The Importance Of A CPA Prepared Tax Return

By | November 16th, 2015|Categories: Tax Industry|Tags: , |

When it comes time to file taxes, many people choose the least expensive option. They simply want to make sure that all is filed with the IRS in a timely fashion with the ability to get the most money back – or pay as little as possible. Exploring tax returns to ensure they are CPA prepared is critical. Avoid IRS Tax Audits: A tax audit can come from the IRS [...]

111, 2015

Death and Taxes

By | November 1st, 2015|Categories: Tax Industry|

There's an old saying that I'm sure we've all heard: There's nothing sure in this world but death and taxes. And there's a lot of truth to that. But did you ever think that maybe that could work in your favor? Paying taxes is indeed a sure thing in life. We all pay them, and there's no way around it. It's a fact of life that we all face in one [...]

1310, 2015

The Reason Your Business/Franchise Location Is Not Growing

By | October 13th, 2015|Categories: Tax Industry|

In this week's session, I’ll talk about common reasons tax businesses or franchises don’t grow. Growth is necessary to a businesses health and integral to an entrepreneur’s success. Having growth gives confidence to employees and to customers. It shows that the business is viable. For some, it is very hard to achieve and, for most, it is not easy to attain double or even triple digit growth. Over the past [...]

610, 2015

Time to Start Your Tax School? Not.

By | October 6th, 2015|Categories: Tax Industry|

Hi, I’m Mario Costanz, also known as The Problem Solver. I’m the CEO of Happy Tax Franchising. Thank you for joining us. In this week's session, I'll answer a question from someone we will call Brandon from Nashville. Brandon wants some help about starting his tax school in order to be ready for the upcoming tax season with competent preparers. Brandon has a tax office and has struggled finding good [...]

2909, 2015

Cross Marketing Of Insurance and Tax Clients

By | September 29th, 2015|Categories: Tax Industry|

Hi, I’m Mario Costanz, also known as The Problem Solver, I’m the CEO of Happy Tax Franchising. Thank you for joining us. In this week's session, I'll answer a question from Dan from Miami. Dan is an insurance agent and has been doing that for about 10 years. Dan’s income has been flat for the past 5 years or so and contacted us about adding a Happy Tax franchise to [...]

1509, 2015

In Response to Dylan Matthew’s Attack on the Tax Industry

By | September 15th, 2015|Categories: Tax Industry|

In this week's session, I'll address an article published by Dylan Matthews on news website Vox earlier this month attacking H&R Block and its position as a Tax Prep Company. We'll post a link to the piece below. Great piece, Dylan. Well researched. Nice writing. Lots of hyperlinks. Awesome headline. A clear agenda without stating both sides of the story. Upfront, I am no big fan of H&R Block, they are [...]

909, 2015

How to Scale Your Tax Business

By | September 9th, 2015|Categories: Tax Industry|

In this week's session, I’ll answer a question from Joel in Los Angeles. Joel is about to become a Happy Tax franchisee but had some initial concerns about the ability to scale beyond a one person operation. Joel is aggressive and wants to build a nice size business so he can quit his job. He understands that it will take some hard work and time. However, he loves that it [...]

109, 2015

Common Tax Industry Misconceptions

By | September 1st, 2015|Categories: Tax Industry|

In this week's session, I’ll squash some common tax industry misconceptions. We’ve been talking to hundreds of people across the country about joining us as Happy Tax franchisees and I wanted to address some of the questions that come up regarding the tax industry as they are really good ones. Since our company is revolutionizing this stale old industry with common sense strategies based on our lengthy experience, we hear [...]

2508, 2015

Why it Sucks to be a Tax Preparer

By | August 25th, 2015|Categories: Tax Industry|

In this week's session, I’ll talk about what it is like to be a tax preparer and why it sucks so much. I say that in an endearing way as I am a tax preparer myself and have so many good friends and associates who are tax preparers as well. The good ones are very special types of persons. Someone that knows the tax law or at least some of [...]

1908, 2015

Branding is Useless

By | August 19th, 2015|Categories: Tax Industry|

In this week's session, I’ll talk about branding and why it is useless for most small businesses. Large businesses have large advertising budgets and, even with those large advertising budgets, much of their branding does not help them. They do it to make themselves look good to their investors or shareholders, to Wall Street or to the media. It is very difficult, if not impossible, to track the effectiveness of [...]

1308, 2015

Happy Tax vs Uber

By | August 13th, 2015|Categories: Tax Industry|

In this week's session, I’ll talk about the sharing economy and the ways it is creating additional sources of income and businesses for those who have a spark to be self employed and entrepreneurial. Whether it’s those renting out rooms in their houses on Airbnb, marketers selling info products on Facebook or people driving others around as Uber or Lyft drivers, the sharing economy is here to stay and it’s disrupting [...]

308, 2015

How Obamacare affects and makes the tax preparation industry more profitable​

By | August 3rd, 2015|Categories: Tax Industry|

On this week's session, I’ll talk about the Affordable Care Act also known as Obamacare and how it affects the income tax preparation industry. The ACA was created to provide uninsured Americans with health insurance by providing subsidies to those who fall within certain income ranges and it centralizes the purchasing of health insurance through a federal and state run exchanges. Nearly 7 million households have already received these subsidies. [...]

2707, 2015

True Wealth

By | July 27th, 2015|Categories: Tax Industry|

In this week's session, I’m going to talk about the concept of “What does wealth mean to you?” I was introduced to this many years ago when I read the book, "The No BS Guide to Time Management" by Dan Kennedy. Everyone has their idea of what true wealth is. I know there was a point in my life when I viewed true wealth as making millions of dollars. Having [...]

2007, 2015

Tax Business Exit Strategies

By | July 20th, 2015|Categories: Tax Industry|

On this week's session, I’ll answer a question from Harry from Dallas who asked what options are available to him as the owner of a tax practice he wants to wind down. Harry has 532 tax clients and has been in the business for 22 years. He still loves the business however the workload is getting to be a lot to him. He has long lasting relationships with most of his clients [...]

1407, 2015

How to finance your small business and ways to get funding to start your small business or franchise

By | July 14th, 2015|Categories: Tax Industry|

In this weeks session, I’ll answer a question from Alex in Atlanta. Alex is in the process of becoming a Happy Tax franchisee with us however before he started that process he posed this question to us in an email. Alex wanted to know how he can go about getting funding for the tax business he is intending to start. Alex, starting a business can be scary if you’ve never [...]

707, 2015

Why The Flat Tax Won’t Work

By | July 7th, 2015|Categories: Tax Industry|

On this week's session, I’m going to talk about the Flat Tax being proposed by some Presidential candidates. Every election season, we tend to hear more about this so I’ll address it up front as well as why it won’t work.  The flat tax is where everyone pays the same tax rate regardless of their income level. Currently, federal tax rates for individuals range from 0 to 39.6% plus from 7.65% to 8.55% in payroll taxes which go to fund social security and medicare. Essentially, [...]

3006, 2015

Expanding Your Clientele In Your Income Tax Preparation Business

By | June 30th, 2015|Categories: Tax Industry|

We’ve been receiving great questions from our viewers here. Please keep them coming. We respond to all questions by email and some will appear here on our weekly strategy session. On this weeks session, I’ll answer a question from Bradd from Oklahoma. He asked for help on how he can expand his clientele. He’s been in business for 8 years. His challenge is his advertising budget. Brad has a website and he [...]

2206, 2015

First steps in setting up a tax preparation business

By | June 22nd, 2015|Categories: Tax Industry|

On this weeks strategy session, I’m going to answer a question from Joe from New York who asked for some guidance on first steps in setting up a tax preparation business. There is a lot to it however, I’ll give the key points here. First off, you’ll need to get a Tax ID for your business. You should get this even if you'll will work as a sole proprietor. Next, [...]

1506, 2015

Problems and challenges in the offseason in the tax business

By | June 15th, 2015|Categories: Tax Industry|

On this weeks strategy session, I’m going to talk about Problems and Challenges in the tax business in the offseason. So many people ask me what they should do in the offseason since the majority of tax returns are filed between January and April of each year. What to do for the remaining months. Well, if you already have a traditional tax business with a storefront or an office lease in place, there are a [...]

806, 2015

Surrounding yourself with the right people on your team in your tax business

By | June 8th, 2015|Categories: Tax Industry|

On this weeks strategy session, I’d like to talk about building the right team for your tax business. When I started out in the tax business 12 years ago, it was only me. No assistants, no processors, no tax preparers, no operations team, no marketers. I did it all. And it was not cool. I learned the hard way that I needed to surround myself with awesome people. People who complemented my weaknesses. In some [...]

106, 2015

IRS Get Transcript data breach and how to use breaking news for great press

By | June 1st, 2015|Categories: Tax Industry|

What a great week we’ve had. Our Memorial Day announcement for lowering our franchise fee for all veterans and waiving it completely for those who have served in a war zone has had a great response so far. If you missed that you can see and hear the details of the program at On this weeks session, I’m going to talk about the breach of the IRS Get Transcript application last week that [...]

1805, 2015

Ready to start your own tax franchise business? Plus relationship building for existing income tax preparation businesses

By | May 18th, 2015|Categories: Tax Industry|

I’d like to start off this week with a question from Rudy in California. Rudy has his own tax service and has grown it to 250 clients. He has been operating out of his home office for a couple of years. He needs more clients and wants to know how much opening a storefront location would boost his business. He is concerned about investing in the office as he doesn’t [...]

1505, 2015

3 Effective Strategies for building relationships with prospective customers

By | May 15th, 2015|Categories: Tax Industry|

Happy Memorial Day to everyone. I hope you are having a relaxing day and honoring those who protect our freedom. In last weeks session, we spoke about relationship building with existing clients, but what if you don’t have any clients yet and are looking to build your business from scratch? We’ll talk about 3 amazing strategies for building relationships with prospective clients this week. The 1st strategy is to just [...]

405, 2015

Information vs Implementation

By | May 4th, 2015|Categories: Tax Industry|

I appreciate all of the emails and messages that you’ve been sending in. Keep them coming. I absolutely love answering your questions and giving you guidance. And that leads me to what we’ll talk about today. Information versus Implementation. The internet is full of of information. Some of that good, some of it bad and some of it wacky. We all get roped into reading and researching the internet and [...]

405, 2015

Inspiration and Integrity

By | May 4th, 2015|Categories: Tax Industry|

Happy Mothers Day to all the mothers out there. I hope you had an amazing day yesterday. That leads me to what we’re going to talk about this week. Last, I spoke about Information versus implementation. So, for those of you who are ready to start with your implementation, I’m going to add two more I’s into the mix that will help you take those next steps. Inspiration and Integrity. [...]

2704, 2015

Be Unstoppable

By | April 27th, 2015|Categories: Tax Industry|

I’d like to start off with with a bold statement. Be unstoppable. Tax season 2016 may be 250 days away however the actions you are taking now will undeniably chart the course for your future results. Start with the little things. Have you updated your phone voicemails with your offseason hours? Updated your website and social media hours of operation. Have you sent out an email, text message, letter or [...]

2004, 2015

Strategies for the start of tax season 2016

By | April 20th, 2015|Categories: Tax Industry|

Last week we spoke about ending your Tax Season strong. This week I want to talk about how some of us weren’t able to reach our goals this tax season and how we messed up. Don’t beat yourself up, we all mess up. We all could have done things better. We all could have grown by more and done more returns and made more money. That is not to say [...]

1504, 2015

Happy Tax® Announces the Biggest Shake up of the Tax Preparation Industry Service since 1955

By | April 15th, 2015|Categories: Press Release|

Happy Tax offers consumers and prospective franchisees the best of both worlds: For prospective franchisees, an affordable franchise for earning additional income without learning taxes or quitting your job. For consumers, all tax returns prepared and signed by CPA’s along with the ability to have your taxes done anytime, anywhere. MIAMI BEACH, Fla.–(BUSINESS WIRE)–April 15, 2015– Miami Beach based Happy Tax announces the launch of its innovative and patent [...]




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