- Franchise 500 Rank
-
N/R Not ranked last year
- Initial investment
-
$30K - $67K
- Units as of 2018
-
132 277.1% over 3 years
Company Overview
About Happy Tax Franchising
| Industry | Financial Services |
|---|---|
| Related Categories | Tax Services, Business Financial Services |
| Founded | 2014 |
| Leadership | Mario Costanz, Founder and CEO |
| Corporate Address |
350 Lincoln Rd. Miami Beach, FL 33139 |
| Social | Facebook, Twitter, Instagram |
Business Overview
| Franchising Since | 2015 (9 years) |
|---|---|
| # of employees at HQ | 114 |
| Where seeking |
This company is offering new franchises in the following US states: |
| # of Units | 132 (as of 2018) |
|
|
|
Information for Franchisees
Here's what you need to know if you're interested in opening a Happy Tax Franchising franchise.
Financial Requirements & Ongoing Fees
Here's what you can expect to spend to start the business and what ongoing fees the franchisor charges throughout the life of the business.
|
Initial Franchise Fee
|
$20,000 - $25,000 |
|---|---|
|
Initial Investment
|
$30,400 - $66,500 |
|
Veteran Incentives
|
20% off franchise fee |
|
Royalty Fee
|
10-20% |
|
Ad Royalty Fee
|
2% |
|
Term of Agreement
|
5 years |
| Is franchise term renewable? | Yes |
Financing Options
Some franchisors offer in-house financing, while others have relationships with third-party financing sources to which they refer qualified franchisees.
| In-House Financing | Happy Tax Franchising offers in-house financing to cover the following: franchise fee, startup costs, equipment, inventory, accounts receivable, payroll |
|---|---|
| Third Party Financing | Happy Tax Franchising has relationships with third-party sources which offer financing to cover the following: franchise fee, startup costs, equipment, inventory, accounts receivable, payroll |
Training & Support Offered
Franchisors offer initial training programs and a variety of ongoing support options to help franchisees run their businesses.
| On-The-Job Training | 10 hours |
|---|---|
| Classroom Training | 30 hours |
| Ongoing Support |
Purchasing Co-ops
Newsletter
Meetings & Conventions
Toll-Free Line
Grand Opening
Online Support
Security & Safety Procedures
Lease Negotiation
Field Operations
Site Selection
Proprietary Software
Franchisee Intranet Platform
|
| Marketing Support |
Co-op Advertising
Ad Templates
National Media
Regional Advertising
Social Media
SEO
Website Development
Email Marketing
Loyalty Program/App
|
Operations
Additional details about running this franchise.
| Is absentee ownership allowed? | No |
|---|---|
|
Can this franchise be run from home/mobile unit?
|
Yes |
|
Can this franchise be run part time?
|
No |
|
Are exclusive territories available?
|
Yes |
Franchise 500 Ranking History
Compare where Happy Tax Franchising landed on this year's Franchise 500 Ranking versus previous years.
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