Our Advantage

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

  1. Fill out our contact form for more information.
  2. Talk to a Franchise Development Representative – Our Franchise Development Team would love to speak with you about our business.
  3. FDD Review & Due Diligence – You will receive a franchise disclosure document for your review.
  4. PowerPoint Presentation with EVP of Business Development, Melissa Salyer. Find out more about us and how we can help you
  5. Application for Franchise – We want to help you decide if our business is a good fit for you.
  6. Ops Call - Learn more about our back office and systems from our Director of Training, Chris Trempe
  7. Complete your franchise agreements - go over agreements with the business development team and finalize the deal
  8. Start your Journey – This is it! We will guide you through each stage of selecting and opening your first franchise location.

Check out the available territories...

Large highly desirable territories available.

Franchisee Testimonials:

Rob Petry

Owner of Rome, Georgia Market

“I have been doing business Opportunity Tax for 10-15 years; they are good people to work with. They are a strong support and have helped me make a lot of money over the years.”

Shawn Fowler

Owner of South Atlanta Market

“The cost to get into OTIS is very low. I looked into several franchises when we decided to get into the franchise business. This happens to be one of the lowest cost franchises we came across.”

Download our Ultimate 10 Step Guide to Buying the Perfect Franchise

This guide provides steps on everything you need to know about evaluating, selecting, qualifying, training, picking a location, staffing and on-going support for running your perfect franchise.


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OTS is your Franchise spokesperson. He loves to help people save money, answer tax related questions and help decide which insurance is right for you.

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