Happy Tax (2017)

Happy Tax (2017)

Closed: May. 2017

About this raise

Happy Tax, with a valuation of $10 million, is raising funds on Wefunder. The company has developed a platform to offer convenient and on-demand CPA-prepared tax preparation. Happy Tax is the only leading CPA-prepared mobile tax franchise system designed to provide taxpayers with convenient, transparent, and reliable service while enhancing the quality of life for their partners. The company has been ranked the Top Franchise Brand by Entrepreneur Magazine and has contracted over 300 area representatives, independent contractors, and franchisees in less than two years. Mario Costanz founded Happy Tax in February 2017. The current crowdfunding campaign has a minimum target of $100,000 and a maximum target of $1 million. The campaign proceeds will be used for hiring, marketing, building additional technologies, and penetrating the market deeper.

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Investment Overview

Not Funded: $242,205

Deal Terms

Platform
Wefunder
Start Date
04/05/2017
Close Date
05/11/2017
Min. Goal
$100,000
Max Goal
$1,000,000
Min. Investment

$100

Security Type

SAFE

SEC Filing Type

RegCF    Open SEC Filing

Valuation Cap

$10,000,000

Discount

0%

Company & Team

Company

Year Founded
2017
Industry
Financial & Insurance Products & Services
Tech Sector
Location
Miami, Florida
Company Website
Visit Website

Team

Funding data not publicly available

Financials

as of Fiscal Year 2016
 Revenue
$0
 Cash on Hand
$0

Summary Profit and Loss Statement

FY 2016 FY 2015

Revenue

$0

$0

COGS

$0

$0

Tax

$0

$0

 

 

Net Income

$0

$0

Summary Balance Sheet

FY 2016 FY 2015

Cash

$0

$0

Accounts Receivable

$0

$0

Total Assets

$0

$0

Short-Term Debt

$0

$0

Long-Term Debt

$0

$0

Total Liabilities

$0

$0

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Company Funding & Growth

Funding history

Close Date Platform Valuation Total Raised Security Type Status Reg Type
12/05/2017 Wefunder $10,000,000 $527,005 SAFE Funded RegCF
05/11/2017 Wefunder $10,000,000 $242,205 SAFE Not Funded RegCF
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Growth Charts

Revenue History

Note: Revenue data points reflect the latest of either the most recent fiscal year's financials, or updated revenues directly from the founder, at each raise's close date.

Valuation History

Employee History

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Happy Tax on Wefunder 2017
Platform: Wefunder
Security Type: SAFE
Valuation: $10,000,000

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Warning: according to the close date for this deal, Happy Tax may no longer be accepting investments.

Happy Tax Deal Report

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  • Detailed price, market, team, differentiators, performance, and risk ratings
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  • Scores on the founding team and key personnel's background and expertise

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