Happy Tax
We provide income tax preparation services for individuals, with a focus on middle- and lower-income customers. Under the Happy Tax brand, we operate from a home office or existing business location as an add-on service, using a tablet to capture and send tax return information to our virtual back office, where CPAs or other qualified tax professionals prepare the returns. Under the Opportunity Tax brand, we operate as a traditional storefront tax preparation business with onsite preparers using tax software to complete customer returns. We also offer crypto tax prep and accounting/bookkeeping services, including revenue-sharing on clients sourced for those services. Our business is built around customer intake, tax return preparation, sales and marketing, and responsive customer service during the busy tax season.
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
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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. | |
| Initial Franchise Fee | Learn about the initial franchise fee required to join the Happy Tax franchise system and what that fee covers. | |
| Other Fees | Understand the ongoing and additional fees associated with owning a Happy Tax franchise, including royalties, marketing contributions, and other required payments. | |
| Estimated Initial Investment | Review the estimated total initial investment required to open a Happy Tax franchise, including startup costs and working capital estimates. | |
| Territory | Understand how franchise territories are defined, whether they are exclusive, and under what circumstances they may be modified by Happy Tax. | |
| 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
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