Happy Tax / Opportunity Tax

Analyzed filing: CA · File #12974

Filed: Sep 10, 2018

FDD Issued: Aug 28, 2018

Extracted: Jul 15, 2026

Needs review high royalty:20.0% cross file outlets warning:previous file=66188|previous=42|current=72

Franchisor Details

Name: Happy Tax Franchising, LLC

Parent: Happy Tax Holding Corp.

Address: 350 Lincoln Road, Miami Beach, Florida 33139

Phone: (844) 426-1040

Franchising Since: 2015

Industry & Qualifications

Industry

Financial Services

Training

1.1 weeks

Franchise Fee

$20,000 - $25,000

Royalty

20.0%

Total Investment

$29K - $50K

Outlet Information

Total Outlets

Franchised

Opened (Last Year)

+33

Closed (Last Year)

-3

Churn Breakdown (Last Year)

Terminations

Non-Renewals

Ceased Ops

Transfers

Reacquired

Exclusive Territory

The Franchise Agreement does not grant an exclusive territory. Franchisee may fa...

Item 19 (Financial Performance)

Not Disclosed

Happy Tax Franchising, LLC does not make any financial performance representatio...

Legal History

Litigation: Yes

Two lawsuits initiated against franchisees during fiscal year ended April 30, 2018: Happy Tax Franch...

Bankruptcy: None

Number	File name	Source State	Filing Date	Actions
12974	CA_12974.pdf Canonical 2018 analysis · needs review · newest filing	CA	Sep 10, 2018	Restricted
9867	CA_9867.pdf Canonical 2017 analysis · verified	CA	Oct 25, 2017	Restricted

Showing 1–2 of 2 files.