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Happy Tax

Making the clunky tax preparation process easy and more efficient using our technology and assembly line approach with CPA prepared tax returns.

Details

Founded: 2014
Employees: 14
Quick Pitch:

Overview

We address weaknesses in both the traditional assisted and do-it-yourself segments of the industry with our patent-pending processes that provide taxpayers with a convenient, transparent, secure, accurate, and timely method of filing tax returns. Our reps meet with their clients while we handle the back office tax preparation with out CPAs who prepare the tax returns. We also have direct to consumer channels directly through our app.

Management

CEO

Mario Costanz

Entrepreneur • Business Developer • Inventor • Coach • Author • Above all: The Problem Solver

CFO

Ted Muftic

Extensive financial, strategic and operating experience with early-stage, growth companies. Results-driven entrepreneurial partner with a strong track record of building successful platforms.

EVP of Business Development

Melissa Salyer

Seasoned Executive with 25 Year Track Record of Assisting Entrepreneurs to open tax franchises with 2 of the largest franchisors in the country.

VP of Marketing

Marcus Slater

Innovative digital marketer and designer with a passion for optimizing a brands marketing, and design efforts to maximize profitability, growth, and UX.

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