fixing the broken retail tax prep model.
by kayleigh padar
what if tax cpas charged labor for a platform and were not even a firm, but part of a franchise and technology play?
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this is the story of happy tax. and it is changing the nature of our business as we know it.
happy tax is a franchise model. in this case, the franchisees are the business development and sales arm, and tax cpas stay behind the platform working in a “gig economy” role. it just so happens that cpas log in to prepare tax returns just as an uber driver shows up to drive.
the company grew by 300 percent in 2016 alone.
happy tax launched in april of 2015 to solve the broken problem of retail tax prep. it is capitalizing on the gig economy and utilizing a labor pool of side jobs, retired cpas, and those who are in between, be they franchisees or cpas who want something different.
it has isolated the roles of the positions to allow the sales/customer service people to do what they do best and the technical cpas to do what they do best. a successful serial entrepreneur, mario costanz, who is the ceo of happy tax, built and sold 99 tax prep franchises, and is now ready to disrupt the retail tax prep market.