Happy Tax

Happy Tax

Early Stage

Offering Convenient, On-Demand CPA Prepared Tax Preparation.

Offering Convenient, On-Demand CPA Prepared Tax Preparation.


Raised this Round: Raised: $242,205



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Close Date


Min. Goal
Max. Goal
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SEC Filing Type

RegCF    Open SEC Filing

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Year Founded



Financial & Insurance Products & Services

Tech Sector


Miami, Florida

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.

Summary Profit and Loss Statement

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Financials as of: 04/04/2017
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Raise History

Offering Name Close Date Platform Valuation/Cap Total Raised Security Type Status Reg Type
Happy Tax 12/04/2017 Wefunder $10,000,000 $527,005 SAFE Funded RegCF
Happy Tax 05/10/2017 Wefunder $10,000,000 $242,205 SAFE Not Funded RegCF
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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

Price per Share History

Note: Share prices shown in earlier rounds may not be indicative of any stock splits.

Employee History

Funding data not publicly available

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

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