Happy Tax
Provides income tax preparation services under the Happy Tax or Opportunity Tax brands. Happy Tax is operated from a home or existing business location by collecting client tax information and transmitting it to a virtual back office of CPAs or other qualified tax professionals for return preparation, while Opportunity Tax is a retail storefront model with onsite tax preparers. The business may also offer crypto tax preparation and accounting/bookkeeping services.
Your franchise match score
Business & Professional Services
Brand highlights
- CEOMonica Poirier
- Headquarters350 Lincoln Road, Miami Beach, FL, 33139
- Year founded2014
- Year started franchising2015
- IndustryBusiness & Professional Services
- Locations open91 (+72 last three years)
Statistics & metrics
- Investment range$31,900 - $36,500
- Franchise fee$22,500
- Royalty20% of Gross Revenues for the first 100 income tax returns prepared during each Tax Season; 15% of Gross Revenues for the next 400 income tax returns prepared during each Tax Season; 10% of Gross Revenues for all subsequent income tax returns prepared during each Tax Season. However, if you have past due monies owed to us, your Royalty rate will simply be 20% of Gross Revenues subject to Minimum Royalty.
- Brand fund$1,000 per Tax Season.
- Required Liquid CapitalN/A
- Required Net WorthN/A
Learn more about the Business & Professional Services industry:
From consulting and staffing to printing and shipping, business services franchises provide essential support to other companies. This sector is ideal for those with a background in corporate environments or B2B sales.
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FDD insights
The information shown below is derived from publicly available franchise disclosure documents (FDDs), including the version issued as of the issuance date listed below, and other third-party sources. This information may not reflect the most current FDD. It is provided for general informational purposes only and is not part of any franchise offering or sales process. Franchise Sidekick is not providing or furnishing an FDD in accordance with FTC requirements. You should obtain and review the most current official FDD directly from the franchisor before making any investment decision.
FDD Version Referenced - Issuance Date: 2019-09-13
| Category | Detail | View |
|---|---|---|
| The Franchisor & Executives | Learn about Happy Tax, its parent company, and the executive leadership team responsible for operating and supporting the franchise system. | |
| Business Experience | Review the professional backgrounds and relevant business experience of Happy Tax's executives, directors, and key management personnel. | |
| Litigation | Understand any past or pending legal actions involving Happy Tax, its affiliates, or key personnel that may be relevant to prospective franchisees. | |
| Estimated Initial Investment | Review the estimated total initial investment required to open a Happy Tax franchise, including startup costs and working capital estimates. | |
| Financial Performance Representations | Review any financial performance information Happy Tax provides, including revenue or earnings data, if disclosed. |
Location data
| Total locations | 91 |
| Franchise locations | 91 |
| Corporate locations | 0 |
System growth over time
FAQs
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