Happy Tax/Opportunity Tax 2018 FDD

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 be operated from your home or current business location as an add-on service. The Happy Tax concept focuses on your use of a tablet to input and transmit customer tax return information to our 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. Normally, the franchisor will only award an Opportunity Tax franchise to an existing Accountant or Tax Preparer with at least 200 clients who desires to convert their existing tax preparation business to an Opportunity Tax franchise.

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