After our founder Mario Costanz opened and grew 99 tax offices, he discovered that most retail tax preparers (you know, the ones inside the retail storefronts) employ tax preparers who have as little as 5 days of tax training under their belts.
We guess that the thinking behind that scheme is that if you had complicated tax issues or major work to be done on your taxes, in that case, you’d hire a private firm CPA to do your taxes.
We have a better (and a more affordable) idea.
Happy Tax combines expert CPA tax preparation with a fast, easy, convenient, and secure mobile experience! These are not just math whizzes. We’re talking about serious tax code geeks. Those are the people you really want working to provide you with tax savings. So licensed and certified CPA’s are the only people we have preparing taxes for our clients.
When you file with Happy Tax you get a genuinely friendly, high-end concierge service (that just might sweep you off your feet) all while getting the ULTIMATE in expert CPA tax preparation, a 100% guarantee of our work, our FREE audit department assistance should you ever need it, and completely transparent pricing.
Your days of sitting in a tax office, having your taxes poorly prepared and missing out on getting your maximum refund is over. Your Happy Tax representative will meet you where/when it’s convenient, and you’ll be finished in 15 minutes or less!
Welcome to the tax preparation revolution!
You bring leadership, we'll bring the rest
We are looking for hands-on leaders who are passionate about people and growing an exciting new business. Join a community of Happy Tax Partners with one of the top franchise brands in the U.S.
The Happy Tax Advantage
We are devoted to helping you build a successful, long-lasting business.
LOW STARTUP COSTS
Whether your looking to become a Franchisee or one of our Elite Area Reps, our innovative business model gives you the flexibility to start your business with little to no startup costs.
TAX EXPERIENCE NOT REQUIRED
Our nationwide team of vetted CPAs and processors handle your clients returns, giving you more time to work on your business instead of in it!
FOCUS ON PEOPLE, NOT SALES
Relationship building is the "secret sauce" of the tax industry. Our business development team will help you get started in discovering how to nurture new and existing relationships that turn into lifetime clients.
What it takes to start your business
Your first step in the Happy Tax Discovery Process is to complete a short “Prospect Profile”. This helps us get to know you, and curate the best opportunity that fits your lifestyle.
Talk with one of our business development representatives to ask any questions you have, go over your info, and move forward in the discovery process.
You’ll learn how Happy Tax is revolutionizing the industry, what your market potential is, and the growth potential as a Happy Tax partner.
We’ve determined we are a match made in tax heaven and are ready to complete the necessary next steps to make your dream a reality.
Learn about the internal Happy Tax systems, and how we will help you grow your business.
Join a call with your Happy Tax Business Development representative to discuss deal terms and moving forward with franchise agreements.
Franchise Agreement & Payment
You made it! In this step, you’ll receive your franchise documents to sign and submit your franchise payment.