Start-Up Costs and Fees |
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| Listo Tax Solutions | Happy Tax | |
| Investment | 55200 - 92200 | 30400 - 66500 |
| Franchise Fee | ||
| Royalty Fee | 11.50% | 10%-20% |
| Advertising Fee | 2% | |
| Year Founded | 1996 | 2014 |
| Year Franchised | 2009 | 2015 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
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| Listo Tax Solutions | Happy Tax | |
| Experience | ||
Financing Options |
||
| Listo Tax Solutions | Happy Tax | |
| Franchise Fees | Yes | |
| Start-up Costs | Yes | |
| Equipment | Yes | |
| Inventory | Yes | |
| Receivables | Yes | |
| Payroll | Yes | |
Training & Support |
||
| Listo Tax Solutions | Happy Tax | |
| Training | Available at headquarters: 5 days. | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Support | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives | 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 | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). | |
Expansion Plans |
||
| Listo Tax Solutions | Happy Tax | |
| US Expansion | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Listo Tax Solutions | |
| Happy Tax | |
| Franchise Fee | |
| Listo Tax Solutions | |
| Happy Tax | |
| Royalty Fee | |
| Listo Tax Solutions | 11.50% |
| Happy Tax | 10%-20% |
| Advertising Fee | |
| Listo Tax Solutions | |
| Happy Tax | 2% |
| Year Founded | |
| Listo Tax Solutions | 1996 |
| Happy Tax | 2014 |
| Year Franchised | |
| Listo Tax Solutions | 2009 |
| Happy Tax | 2015 |
| Term Of Agreement | |
| Listo Tax Solutions | 10 years |
| Happy Tax | |
| Renewal Fee | |
| Listo Tax Solutions | |
| Happy Tax | |
Business Experience Requirements |
|
| Experience | |
| Listo Tax Solutions | |
| Happy Tax | |
Financing Options |
|
| Franchise Fees | |
| Listo Tax Solutions | |
| Happy Tax | |
| Start-up Costs | |
| Listo Tax Solutions | |
| Happy Tax | |
| Equipment | |
| Listo Tax Solutions} | |
| Happy Tax | |
| Inventory | |
| Listo Tax Solutions | |
| Happy Tax | |
| Receivables | |
| Listo Tax Solutions | |
| Happy Tax | |
| Payroll | |
| Listo Tax Solutions | |
| Happy Tax | |
Training & Support |
|
| Training | |
| Listo Tax Solutions | Available at headquarters: 5 days. |
| Happy Tax | On-The-Job Training: 10 hours Classroom Training: 30 hours Additional Training: Via webinar |
| Support | |
| Listo Tax Solutions | Newsletter, Meetings, Toll-free phone line, Grand opening, Internet, Security/safety procedures, Field operations/evaluations, Purchasing cooperatives |
| 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 |
| Marketing | |
| Listo Tax Solutions | |
| Happy Tax | Co-op Advertising Ad Templates National Media Regional Advertising Social media SEO Website development Email marketing Loyalty program/app |
| Operations | |
| Listo Tax Solutions | *33% of all franchisees own more than one unit. *Number of employees needed to run franchised unit: 3. *Absentee ownership of franchise is allowed. (100% of current franchisees are owner/operators). |
| Happy Tax | |
Expansion Plans |
|
| US Expansion | |
| Listo Tax Solutions | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming |
| Happy Tax | |
| Canada Expansion | |
| Listo Tax Solutions | |
| Happy Tax | |
| International Expansion | |
| Listo Tax Solutions | |
| Happy Tax | |