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 ways of filing for our clients. We are here, there, we are everywhere!
Company Mission Statement
We are committed to providing legendary customer service with professionalism and loyalty.
We strive to provide the best service to our franchisees and customers by observing the following principles.
Opportunity Tax and Insurance Service is managed by a well-rounded team of experienced, educated and innovative individuals. The team includes former franchise owners, who understand franchise operations and the importance of establishing a solid customer base, a knowledgeable CEO, who has successfully established multiple profitable companies, and a president who has held roles instrumental to the growth and success of multiple large retail tax services.
Franchise Expert • Business Developer • Inventor • Entrepreneur Coach • Author • Above all: The Problem Solver
Extensive financial, strategic and operating experience with early-stage, growth companies. Results-driven entrepreneurial partner with a strong track record of building successful platforms.
EVP BUSINESS DEVELOPMENT
Seasoned Executive with 25 Year Track Record of Assisting Entrepreneurs to open tax franchises with 2 of the largest franchisors in the country.
VP OF MARKETING
Innovative digital marketing expert and designer with a passion for optimizing a brand's story, flow, and traffic to maximize awareness, profitability, growth, and UX.