We're Changing the Way You Look at Financial Services
What Makes Us Better?
Opportunity Tax is not a typical tax franchise model because it offers two brands in one. With Opportunity Tax, you get Happy Tax the future of the tax industry. Using our experience and expertise in the tax industry, we created a revolutionary approach by offering a different way of filing for our clients. We are here, there, we are everywhere!
Key Facts about OTIS
Opportunity Tax and Insurance Service sets itself apart from the competition with low costs, great business practices and year-round opportunities.
We are not simply a seasonal business
We offer products year round
We offer bookkeeping and accounting, as well as crypto tax prep and accounting
Our Royalties and Franchise Fee are vastly lower than those of similar concepts
We have great training, marketing and year-round support
Six Steps to Ownership
Fill out our contact form for more information.
Talk to a Franchise Development Representative – Our Franchise Development Team would love to speak with you about our business.
FDD Review & Due Diligence – You will receive a franchise disclosure document for your review.
PowerPoint Presentation with EVP of Business Development, Melissa Salyer. Find out more about us and how we can help you
Application for Franchise – We want to help you decide if our business is a good fit for you.
Ops Call - Learn more about our back office and systems from our Director of Training, Chris Trempe
Complete your franchise agreements - go over agreements with the business development team and finalize the deal
Start your Journey – This is it! We will guide you through each stage of selecting and opening your first franchise location.