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 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.

Culture

  • Show respect for others
  • Exemplify integrity
  • Embrace change
  • Be passionate
  • Become an idea factory
  • Be positive, patient, and persistent
  • Take the initiative
  • Lead by example
  • Communicate effectively--this builds relationships
  • Contribute positively to the community

OUR TEAM

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.

Mario Costanz

Franchise Expert • Business Developer • Inventor • Entrepreneur Coach • Author • Above all: The Problem Solver

CEO

TED MUFTIC

Extensive financial, strategic and operating experience with early-stage, growth companies. Results-driven entrepreneurial partner with a strong track record of building successful platforms.

CFO

MELISSA SALYER

Seasoned Executive with 25 Year Track Record of Assisting Entrepreneurs to open tax franchises with 2 of the largest franchisors in the country.

EVP BUSINESS DEVELOPMENT

MARCUS SLATER


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.

VP OF MARKETING

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Franchisee Testimonials:

Rob Petry

Owner of Rome, Georgia Market

“I have been doing business with Tony Farrell and his crew 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.”

Ethel Merritt Byrd

Owner of Cuthbert, Georgia Market

“After I joined OTIS I increased the number of returns by 177 that's 45 percent increase.”

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Copyright 2017 © Opportunity Tax and Insurance

ABOUT OTIS

OTIS 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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