HAPPY TAX FRANCHISING LLC
MIAMI BEACH, FLORIDA

WE ARE HAPPY TAX Our executives are entrepreneurs with a combined 100 years of business ownership experience. Although our executive team are not CPAs, you can bet we know a thing or two about starting and growing strong businesses. WE ARE HAPPY TAX Our executives are entrepreneurs with a combined 100 years of business ownership experience. COMPANY EXECUTIVES Entrepreneur, real estate developer and investor – helping big ideas create big value. The son of an immigrant who still believes that anything is possible in America. EVP of Business Development Entrepreneur & Marketing Expert. “I love helping people grow”. I am a huge sports fan and love helping people grow. Born and raised in Iceland. Loving Life – Living the dream. “I help people experience the freedom I have with Happy Tax!” Health enthusiast and a proud mother of 3 and grandmother of 2. “I’m excited to give people the tools to help transform their lives.” Knox is one of America’s Tax Experts® with a passion for making the tax preparation process as fun and enjoyable as possible. I am passionate about helping others see their potential and reach their goals. My hobbies include cycling and skating. Entrepreneur, real estate developer and investor – helping big ideas create big value. The son of an immigrant who still believes that anything is possible in America. EVP of Business Development Entrepreneur & Marketing Expert. “I love helping people grow”. I am a huge sports fan, and love helping people grow. Born and raised in Iceland. Loving Life – Living the dream. “I help people experience the freedom I have with Happy Tax!” Health enthusiast and a proud mother of 3 and grandmother of 2. “I’m excited to give people the tools to help transform their lives.” COMPANY AREA REPRESENTATIVES Matt and Laura enjoy living in San Diego with their six children where fun in the sun lasts all year! Because of their strong accounting and business backgrounds, they were attracted to the innovative Happy Tax model and it’s entrepreneurial opportunities. Motivated and results oriented entrepreneur with a passion for delivering superior customer service, giving back to the community and helping others. 28 years’ experience in the tax Industry and business owner. A leader and Interpreter for the Spanish and Haitian community! Matt and Laura enjoy living in San Diego with their six children where fun in the sun lasts all year! Because of their strong accounting and business backgrounds, they were attracted to the innovative Happy Tax model and it’s entrepreneurial opportunities. Over 25 years of full cycle accounting experience across multiple industries. A fervor for streamlining and finding solutions for business owners and consumers, reducing the pain-points involved with the implementation and maintenance of processes for financial control. CPA with over 18 years of experience working with individuals, small and large businesses Since 2000, Catanzaro & Associates, P.C. has helped countless business owners and individuals alike simplify their lives through personalized accounting and tax solutions. CPA for 25 years providing tax advisory services to individual and business clients throughout the U.S. Passionate about the outdoors, cycling and hiking with family and friends, anywhere, anytime! Former CEO of Jackson Hewitt. Turned around company and engineered its sale to Cendant for 480 million dollars. 30 years experience at the largest financial services marketing firm in North America with over 100,000 licensed representatives. We are a proven system that supports you in building your business. Our franchise owners have the ability to scale nationwide using our Independent Contractor program. We are a proven system that supports you in building your business. Our franchise owners have the ability to scale nationwide using our Independent Contractor program. Happy Tax is the only leading CPA prepared mobile tax franchise system designed to help you reach your potential. Happy Tax is the only leading CPA prepared mobile tax franchise system designed to help you reach your potential. Our Mission We Are Revolutionizing The Tax Prep Industry Through Innovation & Technology By Providing A Convenient, Transparent & Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners. Our Mission We Are Revolutionizing The Tax Prep Industry Through Innovation & Technology By Providing A Convenient, Transparent & Reliable Service For Taxpayers While Enhancing The Quality Of Life For Our Partners. The Happy Tax business model has changed my business immensely. After spending countless tax seasons down in the weeds preparing and processing tax returns and staying up to date on tax code I now no longer have to do that. I can focus my time on prospecting for new clients and growing my business while Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back, and I watch my bottom line grow. I am so thankful that I found Happy Tax! As an industry veteran, former CEO of Jackson Hewitt and a number of publicly traded companies, I am really energized to be part of such an innovative tax preparation company. Mario and his team, are changing the way taxes are done. The Happy Tax business model has changed my business immensely. After spending countless tax seasons down in the weeds preparing and processing tax returns and staying up to date on tax code I now no longer have to do that. I can focus my time on prospecting for new clients and growing my business while Happy Tax CPAs prepare and process the returns for my clients. No more stress during the tax season. I just sit back, and I watch my bottom line grow. I am so thankful that I found Happy Tax! Every once in a while there is a company that comes around that disrupts an industry. Happy Tax is a game changer not only for their clients but their independent reps/franchisees as well. What I was looking for was a company that gave their representatives a high level of support and resources to help ensure their success. Consequently, it was the technology that sold me on Happy Tax particularly their mobile app and how user-friendly it is. The thought of being a part of a company that is driven by their technology not to mention a very responsive support team was a major key for me. With that said, I can proudly say that I am excited to be part of the Happy Tax team!