Happy Tax Service

  • Happy Tax Franchising, LLC
1000 5th St., # 200
Miami Beach, FL 33139
  • (305) 250-1040

Happy Tax Service is revolutionizing the way taxes are done with a super-friendly, easy to work with, superior customer service approach, and most importantly, expert number-crunching -- licensed and certified CPA's are the only people we have preparing taxes for our clients. Thanks to our cutting edge technology, we are happy to provide you with real-time, same-day advanced tax solutions.

Franchisor Background

Year Established: 2014

Franchising Since: 2014

Operating Units

Franchised Units 0 N/A
Company-Owned Units 0 N/A
Total Operating Units 0 100%

Geographic Distribution

USA 0 N/A In 0 States
Canada 0 N/A In 0 Provinces
International 0 N/A In 0 Foreign Countries
Total 0 100%

Multi-Unit Operators

Multi-Unit Operators 0
Franchises Owned by Multi-Unit Operators 0

North American Unit Density

(no data available)

Registered in the following Registration States

California, Rhode Island

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Support and Training

General Information

IFA Member Yes
CFA Member No
Franchisee Association? Yes, is a member
Size of Corporate Staff 8
Site Selection
Lease Negotiation Assistance Yes
Financial Assistance Yes, Direct

Marketing Support

Co-Op Advertising No
National Advertising Yes
Regional Advertising Yes
Local Advertising Yes

Ongoing Support

Central Data Processing Included
Central Purchasing Included
Field Operation Evaluation Included
Field Training Included
Initial Store Opening Included
Inventory Control Included
Franchisee Newsletter Included
Regional or National Meetings Included
800 Telephone Hotline Included


(no data available)
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Financial Requirements


Minimum Net Worth $5K
Cash Investment $3.5K
Total Investment $10.9-21.5K
Average Total Investment $11K


Initial Franchise Fee $10K
Average Franchise Fee $10K
On-Going Royalty 10-20%
Average Royalty 10%
Advertising Fee 2%

Site Information and Requirements

Average Number of Full-Time Employees N/A
Average Number of Part-Time Employees N/A
Space Needs (in square feet) None
Preferred Site Types N/A
Encourages Conversions Yes
Item 19 (Earnings Claim) Provided? Yes
Listed in the SBA Registry? No
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Franchisee Qualifications

Financial Net Worth 1
General Business Experience 2
Specific Industry Experience 1
Formal Education 1
Psychological Profile 5
Personal Interviews 4
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Terms of Contract

Term of Initial Contract 3
Term of Renewal Period 3
Passive Ownership? Not Allowed
Area Development
Yes, for 0 years
Franchisees Allowed to Expand Within Territory? Yes
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Expansion Plans

Projected New Units Over Next 12 Months 1,000
Canada No
Overseas Yes
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Request Information for Happy Tax Service

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