Happy Tax/Opportunity Tax FDD Summary
Type of Business
The franchise offered is for the operation of an income tax preparation business under the name Happy Tax® or Opportunity Tax. The Happy Tax branded franchised business is designed to initially be operated from a franchisee’s home or current business location as an add-on service but, with the franchisor’s permission, you may later operate from a Happy Tax branded storefront. The Happy Tax concept focuses on your use of a tablet to input and transmit customer tax return information to an affiliated CPA’s who prepare the tax returns. The Opportunity Tax branded franchised business is a traditional retail storefront income tax preparation franchise where onsite tax preparers, with the aid of third party tax preparation software, prepare customer tax returns.
Corporate Information
Happy Tax Franchising, LLC is a Florida Limited Liability Company formed on December 13, 2014. Their principal business address is 350 Lincoln Road, Miami Beach, Florida 33139.
Investment
The total investment necessary to begin operation of a Happy Tax branded business ranges from $27,900 – $33,000. This includes $25,000 which must be paid to the Franchisor or affiliate.
The total investment necessary to begin operation of an Opportunity Tax branded business ranges from $46,900 – $64,000. This includes $30,000 which must be paid to the Franchisor or affiliate.