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Happy Tax - Mobile Tax Service

Quick Summary

The #1 Mobile Tax Franchise in the U.S. Enjoy expert year-round support, fully mobile business (no office rent or employees), multiple revenue streams available, and more time to do what you love.

Quick Facts

Minimum Cash Required$25,000
Click To See Quick Facts

Available In These States:

We are currently accepting inquiries in these states:
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • VA
  • WV
  • WI
  • WY

Not Available In These States:

We are NOT currently accepting inquiries in these states:
  • WA


Happy Tax

Brick & Mortar business is on the outs, and our mobile tax franchise is seeing 10x growth year over year for its convenient, fully assisted CPA prepared return blueprint. You source the return; we handle the rest (the filing and customer support), so you can focus on building your business.

As a Happy Tax Franchisee, you’ll use our innovative mobile app (Click to Download) to help your clients submit their tax profile and documents to our expert U.S. based CPAs. Once you submit, we will process the return, follow up with your customer on your behalf and submit the return to the IRS.

Training and Support

  • We work with you on developing your business and understanding the best way to grow your clientele. We also provide specialized training that sets you up for success when tax season arrives.
  • We provide complete marketing support to drive your business and empower you to undertake your own campaigns using professionally designed materials available in our Resource Center.
  • As you build your business, our expert Ops Team helps you with ongoing support and handles all customer questions and processing to help you build—and achieve—your annual financial plans.
  • Our intuitive online dashboard gives you full visibility into how many returns are submitted, track the current status of any return, and how your Independent Contractors are performing.

We are Happy Tax
Our executives are entrepreneurs with a combined 100+ years of business ownership and tax industry experience.

Happy Tax is the top CPA tax preparation solution delivering a fast, convenient and secure mobile filing experience to consumers nationwide!

Recognized by Entrepreneur Magazine, Forbes, Accounting Today and other leading publications, Happy Tax is quickly becoming a household name and continues to be an innovative tax preparation brand. Especially with its latest announcement of in late 2017 making Happy Tax the first crypto-specialty tax practice to assist bitcoin and cryptocurrency traders.



Military & Veteran Promotions

Happy Tax Video(s)

Video Selections

  • Matt & Laura Sommer - Happy Tax Area Reps

  • Cindy Farrell - Area Rep & Franchisee

  • Nathalia Martinez - Happy Tax Franchisee

  • Peggy Morris - Franchisee

Additional Info

Training & Support



Additional Investment