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Happy Tax is a mobile tax preparation franchise where our franchisees don't have to prepare taxes, just do sales, marketing and business development. Our in-house network of US based licensed CPAs handle the tax prep so our franchisees can focus on building their business. Franchisees and their independent contractors meet with clients anytime, anywhere to gather the tax documents using our technology and our back office takes care of the the client from there. We even have the capabilities to prepare cryptocurrency tax returns, the only national franchise that does. Our franchisees don't have to worry about quitting their job or learning taxes. They just have to implement our marketing techniques, build their team and provide great service; we handle rest.

We also have a storefront franchise available named Opportunity Tax where our franchisees hire tax preparers and prepare the tax returns in house along with our training and support.

Finally, we have an Area Representative option where the Area Rep helps to build their area in return for a 50/50 split of the franchise fees and royalties generated in their area. The cost for these areas are custom and based on 0.25 per person in population.


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Happy Tax Franchise Background

Established: 2014
First Unit Franchised: 2015
Franchised Units: 121
Company Owned Units: 0
States Registered In: All except Washington
Canada Franchises: No
International Franchises: No

Happy Tax Franchise Training

Financial Assistance Provided: Yes
Site Selection Assistance: Yes
Lease Negotiation Assistance: Yes
Recruiting Assistance: Yes
Co-Operative Advertising: Yes
Training: Online and in person

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