Tax Services
Happy Tax Area Rep
Miami Beach, FL · Founded 2014 · HPTA
2026 Franchise 500
Unranked
—
units (2024)200.0%
year over yearUnits by Year
No unit counts recorded.
Total outlets at year end, from FDD Item 20.
The Investment
Initial investment
$120,000 – $300,000
FDD Item 7
Franchise fee
$120,000
FDD Item 5
Ad fund
—
FDD Item 6
Financial performance
No
FDD Item 19 disclosure
Royalty
None paid by area rep; receives 50% of unit royalties and 50% of net unit initial fee (for franchisees recruited in own territory)
Leadership
Monica Poirier
CEO
L. Knox Wimberly
Chief Tax Officer
Randall Pevin
Vice President of Operations
Nathan Pratt
Director of Marketing
Mario Costanz
Chairman
On File
Franchisee records
25
Current roster rows
Signed, not open
0
FDD Item 20, Table 5
Franchising for
11 yrs
Franchise Disclosure Documents
Also in Tax Services
More in Financial Services→Read from this brand's Franchise Disclosure Documents. FDD library maintained by AskTy; figures are as filed by the franchisor.