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OWN A HAPPY
TAX FRANCHISE.
7,600,000 TAX RETURNS 13,000,000 TAX RETURNS
6% TOTAL
MARKET SHARE 10% TOTAL
MARKET SHARE
16% DIGITAL
MARKET SHARE H&R Block Online H&R Block 17% DIGITAL
MARKET SHARE
itt
w
He
TaxAct x
Ta
n
5,700,000 TAX RETURNS 3,000,000 TAX RETURNS
so
rty
Ac
ck
e
ib
qu
L
Ja
Commercial
5% 2%
isit
TOTAL TOTAL
Based
ion
MARKET SHARE MARKET SHARE
Providers
12% 4%
Oppo
DIGITAL DIGITAL ASSISTED DIGITAL
MARKET SHARE 39,000,000 MARKET SHARE
47,000,000 78,000,000
rtunities 21 Million
TAX RETURNS
64% DIGITAL
MARKET SHARE
Other 3% DIGITAL
MARKET SHARE
3% TOTAL
MARKET SHARE 49% TOTAL
MARKET SHARE
8% DIGITAL
MARKET SHARE 76% DIGITAL
MARKET SHARE
Home Based
Providers 26% 50%
TOTAL ASSISTED
39,000,000 MARKET SHARE MARKET SHARE
TAX RETURNS
The H nity
appy Tax Franchise Opportu
Market share for the Assisted Segment has Source: Based on a Happy Tax study,
www.GetHappyTax.com remained relatively stable over past 15 years estimates, IRS data & public company lings.
03 / THE BUSINESS CONCEPT
How it works:
Franchisees meet with clients when and where
its convenient, often the clients home,
workplace or a coffee shop.
What Makes
Happy Tax Different
You have the potential to earn supplemental income
while keeping your day job and its stability.
You will make your own hours and work at your own
pace.
Real-time Support
Our experienced team of CPAs is always on hand to answer
tax questions from your clients during consultations.
Your clients can start a live web cam interaction with our
support team at any time during normal business hours
(always extended during tax season).
Weve already hired the tax experts; now we need energetic people with an
entrepreneurial spirit and a willingness to change their world.
If you have a positive outlook and enjoy interacting with your peers
and making new connections within your community, you would be an
ideal Happy Tax franchisee. If you havent done this before but have
a willingness to learn, we can teach you how to make it happen.
He began doing peoples taxes on the side to earn extra money. The
harder he worked the more money he made. Once he built up his
clientele, he made the leap and opened his own office. After a few
years of going at it alone, he purchased a tax preparation franchise.
And then he purchased another, and anotheruntil he became an
area developer, coaching and helping other people fulfill their own
dreams of business ownership. Over time, he had ownership in 99
tax offices across the country, which were sold prior to the founding
of Happy Tax.
And today, with Happy Tax, Mario is still helping people just like you
realize their own entrepreneurial dreams. The path that he took
started right where you are now.
If you think you might not have what it takes, think again.
YOU CAN DO IT.
This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such
filing does not constitute approval by the Department of Law. "Minnesota Franchise Registration #F-7742 (Unit franchise) and ________ (Area Representative."