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Happy Tax Stock

Happy Tax is a national tax preparation firm that makes the stressful, time consuming and inefficient tax preparation process easy and fun.

About Happy Tax Stock

Founded

2014

Headquarters

Miami Beach, FL, US

Total Funding

3.2M

Industries

Financial Services, Professional Services, Other

Happy Tax has created a reliable platform for those seeking to expand their income through a business opportunity they can work with in parallel to their existing work without having to do taxes. Everyone specializes in what they do best in our patent pending assembly line process with 100% US based CPA prepared tax returns.

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Happy Tax Management

Leadership team at Happy Tax

EVP of Franchise Opportunities

Melissa Salyer

CEO

Mario Costanz

Locked Features

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  • Happy Tax Current Valuation
  • Happy Tax Stock Price
  • Happy Tax Management
  • Available deals in Happy Tax and all other companies with relevant Deal Offering documents
  • EquityZen's proprietary data and insights, which may include
    • Happy Tax Cap Table and Funding History by Share Class and Liquidity Preferences
    • Happy Tax Revenue and Financials
    • Happy Tax Highlights
    • Happy Tax Business Model
    • Happy Tax Risk Factors
  • Happy Tax Research Report from SACRA Research
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Trading Happy Tax Stock

How to invest in Happy Tax stock?

Accredited investors can buy pre-IPO stock in companies like Happy Tax through EquityZen funds. These investments are made available by existing Happy Tax shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Happy Tax stock?

Shareholders can sell their Happy Tax stock through EquityZen's private company marketplace. EquityZen's network includes over 360K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.

If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

Why choose EquityZen?

Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 46K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."

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