Happy Tax vs Umbrella Financial Services Franchise Comparison

Below is an in-depth analysis and side-by-side comparison of Happy Tax vs Umbrella Financial Services including start-up costs and fees, business experience requirements, training & support and financing options.

Start-Up Costs and Fees
 
Happy Tax Franchise
Umbrella Financial Services Franchise
Investment $30,400 - $66,500$199
Franchise Fee $20,000 - $25,000N/A
Royalty Fee 10%-20%-
Advertising Fee 2%-
Year Founded 20142011
Year Franchised 20152011
Term Of Agreement --
Term Of Agreement --
Renewal Fee --


Business Experience Requirements
 
Happy Tax Franchise
Umbrella Financial Services Franchise
Experience --

Financing Options
 
Happy Tax Franchise
Umbrella Financial Services Franchise
  In-House/3rd PartyIn-House/3rd Party
Franchise Fees Yes/Yes-/-
Start-up Costs Yes/Yes-/-
Equipment Yes/Yes-/-
Inventory Yes/Yes-/-
Receivables Yes/Yes-/-
Payroll Yes/Yes-/-

Training & Support
 
Happy Tax Franchise
Umbrella Financial Services Franchise
Training On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar -
Support Purchasing Co-ops Newsletter Meetings/Conventions Toll-Free Line Grand Opening Online Support Security/Safety Procedures Field Operations Site Selection Proprietary Software Franchisee Intranet Platform -
Marketing Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app -
Operations --

Expansion Plans
 
Happy Tax Franchise
Umbrella Financial Services Franchise
US Expansion -Yes
Canada Expansion --
International Expansion --

Company Overviews

About Happy Tax

Happy Tax offers a one of a kind opportunity for budding entrepreneurs looking to start a successful low-cost mobile tax business that offers year-round support; expert CPA prepared returns, and the freedom to work anytime, anywhere while taking advantage of our multiple revenues generating options including year-round bookkeeping. Happy Tax believes that no one should go it alone. If you’re looking for a brand that will help you build a long-lasting business, look no further.

Veteran discounts:
20% off franchise fee; franchise fee waived for veterans who served in a war zone

About Umbrella Financial Services

"Umbrella
Whether you’re a seasoned professional or new in your career, we’ve got unique plans to help you earn more money, develop your skillset and build your dream business.
Build your own low-cost, recession-proof, high-growth tax and financial planning business - we’ll show you how.