Start-Up Costs and Fees |
||
| Happy Tax | Tax Smart America | |
| Investment | 30400 - 66500 | 25000 - 25000 |
| Franchise Fee | 0 | |
| Royalty Fee | 10%-20% | 8% |
| Advertising Fee | 2% | |
| Year Founded | 2014 | 1999 |
| Year Franchised | 2015 | 2001 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Happy Tax | Tax Smart America | |
| Experience | Industry experience | |
Financing Options |
||
| Happy Tax | Tax Smart America | |
| Franchise Fees | Yes | Yes |
| Start-up Costs | Yes | No |
| Equipment | Yes | No |
| Inventory | Yes | No |
| Receivables | Yes | No |
| Payroll | Yes | No |
Training & Support |
||
| Happy Tax | Tax Smart America | |
| 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 | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app | Co-op advertising, Ad slicks, National media, Regional advertising |
| Operations | Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators) | |
Expansion Plans |
||
| Happy Tax | Tax Smart America | |
| US Expansion | Arizona, California, Nevada, Oregon, Washington, | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Happy Tax | |
| Tax Smart America | |
| Franchise Fee | |
| Happy Tax | |
| Tax Smart America | |
| Royalty Fee | |
| Happy Tax | 10%-20% |
| Tax Smart America | 8% |
| Advertising Fee | |
| Happy Tax | 2% |
| Tax Smart America | |
| Year Founded | |
| Happy Tax | 2014 |
| Tax Smart America | 1999 |
| Year Franchised | |
| Happy Tax | 2015 |
| Tax Smart America | 2001 |
| Term Of Agreement | |
| Happy Tax | |
| Tax Smart America | 5 years |
| Renewal Fee | |
| Happy Tax | |
| Tax Smart America | $10K-25K |
Business Experience Requirements |
|
| Experience | |
| Happy Tax | |
| Tax Smart America | Industry experience |
Financing Options |
|
| Franchise Fees | |
| Happy Tax | Yes |
| Tax Smart America | Yes |
| Start-up Costs | |
| Happy Tax | |
| Tax Smart America | |
| Equipment | |
| Happy Tax} | |
| Tax Smart America | |
| Inventory | |
| Happy Tax | |
| Tax Smart America | |
| Receivables | |
| Happy Tax | |
| Tax Smart America | |
| Payroll | |
| Happy Tax | |
| Tax Smart America | |
Training & Support |
|
| Training | |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Tax Smart America | |
| Support | |
| Happy Tax | 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 |
| Tax Smart America | Meetings, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| Marketing | |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Tax Smart America | Co-op advertising, Ad slicks, National media, Regional advertising |
| Operations | |
| Happy Tax | |
| Tax Smart America | Franchise can be run from home. 0% of all franchisees own more than one unit Number of employees needed to run franchised unit: 1 Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators) |
Expansion Plans |
|
| US Expansion | |
| Happy Tax | |
| Tax Smart America | Arizona, California, Nevada, Oregon, Washington, |
| Canada Expansion | |
| Happy Tax | |
| Tax Smart America | |
| International Expansion | |
| Happy Tax | |
| Tax Smart America | |