ATAX vs Happy Tax Franchise Comparison

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

Start-Up Costs and Fees
 
ATAX Franchise
Happy Tax Franchise
Investment $17,450 - $76,699$30,400 - $66,500
Franchise Fee $10,000 - $25,000$20,000 - $25,000
Royalty Fee 10%10%-20%
Advertising Fee 5%2%
Year Founded 19862014
Year Franchised 20072015
Term Of Agreement --
Term Of Agreement --
Renewal Fee --


Business Experience Requirements
 
ATAX Franchise
Happy Tax Franchise
Experience --

Financing Options
 
ATAX Franchise
Happy Tax 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
 
ATAX Franchise
Happy Tax 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
 
ATAX Franchise
Happy Tax Franchise
US Expansion --
Canada Expansion --
International Expansion --

Company Overviews

About ATAX

ATAX is one of the fastest growing tax preparation businesses guided by a team of seasoned professionals. ATAX is an innovative franchise business model which provides financial services, payroll, and cloud/web based bookkeeping/accounting product for all size of businesses, as well as federal and state individual and corporate tax preparation with electronic filing and a variety of refund options. Best of all, franchisees require no Special tax experience, due to the ATAX comprehensive training program and support services provided year-round. ATAX offers independent entrepreneurs a system for operating and marketing a professional tax preparation service along with the following products that generate revenue year-round:
* Software and system for tax preparation Cloud/Web based bookkeeping/accounting software for small/med size businesses
* Electronic filing of Federal and State Returns
* Refund Loan Products
* Direct Deposit services
* Pre-paid Debit Cards (MasterCard or VISA
* In-depth training and support
* Complete advertising and marketing solutions
* State-of-the-art technology and software
* Toll free franchise assistance

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In Franchise Business Reviews Top 200.


"Entrepreneur
#439 in Franchise 500 for 2020.


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