Happy Tax

Happy Tax

Early Stage

Offering Convenient, On-Demand CPA Prepared Tax Preparation.

Offering Convenient, On-Demand CPA Prepared Tax Preparation.


Raised to Date: Raised: $527,005

Total Commitments ($USD)



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RegCF    Open SEC Filing

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Year Founded



Financial & Insurance Products & Services

Tech Sector


Miami, Florida

Taxes are stressful, plain and simple. From trying to file yourself to finding someone trustworthy to file for you, they’re like this never-ending headache that happens every year.

Happy Tax is here to change all that. They plan to revolutionize the tax industry in ways that will make you smile when it’s time to file. Happy Tax is the only leading CPA prepared mobile tax franchise system designed to provide taxpayers convenient, transparent, and reliable service, while enhancing the quality of life for their partners. To partner with them, you can either start a Happy Tax franchise, work as a Happy Tax independent contractor, or work as a Happy Tax area representative. Franchisees source returns using the Happy Tax mobile app and build their own nationwide team of independent contractors. Connectors meet with clients and walk them through the Happy Tax mobile app. And area representatives assist with recruiting and supporting franchisees.

Happy Tax seems to be making a lot of people happy – and people are paying attention. Entrepreneur Magazine ranked them #42 on Entrepreneur Magazine’s list of Fastest-Growing Franchises and Top Franchise Brand in 2017; they’ve contracted over 300 area representatives, franchisees, and independent contractors in under two years; and they have clients in over 40 states. They also have multiple patents pending, and their founder, Mario Costanz, was named “One to Watch” on Accounting Today’s 2017 Top 100 Most Influential People list.

After all, to create something innovative in the world of taxes is worth nothing. Americans currently spend $19 billion on tax prep each year, with 150 million tax returns filed annually – and that number has been growing since 2013. When you consider the fact that 61% of returns – that’s 78 million - are prepared by an assisted tax prep, you realize just how high the demand is for a service like Happy Tax.

They are truly changing the way taxes are done, all while empowering people to change their lives. The bottom line? Happy Tax can put the happy back into tax season, and bring the smile back to your tax file.

“Who Should Be Interested in this Offer:”
If you’ve ever been frustrated as a tax filer, if you want to take your tax business to the next level, or if you’re an aspiring entrepreneur, then Happy Tax could be the thing to make you a happy investor. With their innovative technology to help truly change the stressful world of taxes, your investment could help bring happiness and smiles back to tax season – and what a happy change that would be!
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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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Price per Share History

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

Valuation History

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.

Employee History

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

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