Happy Tax

Analyzed filing: CA · File #12975

Filed: Sep 10, 2018

FDD Issued: Aug 28, 2018

Extracted: May 5, 2026

Analyzed

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

1.5 weeks

Franchise Fee

From $100,000

Royalty

Not disclosed

Total Investment

$115K - $277K

Outlet Information

Total Outlets

Franchised

Opened (Last Year)

+15

Closed (Last Year)

-2

Churn Breakdown (Last Year)

Terminations

Non-Renewals

Ceased Ops

Transfers

Reacquired

Exclusive Territory

Yes

Territory based on population range of 400,000-1,000,000 people.

Item 19 (Financial Performance)

Not Disclosed

Legal History

Litigation: Yes

2 lawsuits initiated against franchisees in fiscal year ended April 30, 2018: Happy Tax Franchising,...

Bankruptcy: None

Number	File name	Source State	Filing Date	Actions
12975	CA_12975.pdf Canonical 2018 analysis · newest filing	CA	Sep 10, 2018	Restricted
9865	CA_9865.pdf Canonical 2017 analysis	CA	Oct 25, 2017	Restricted
7016	CA_7016.pdf Canonical 2016 analysis · verified	CA	Oct 4, 2016	Restricted
7008	CA_7008.pdf Alternate source copy	CA	Oct 4, 2016	Restricted
6282	CA_6282.pdf Alternate source copy	CA	May 4, 2016	Restricted

Showing 1–5 of 5 files.