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The Accounting Success Podcast

Ian Welham is a Chartered Accountant helping other CPA firms Maximize Their Business Potential and become the Most Relevant Advisor to clients. To learn more, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too. Folks like Tom Hood, Daniel Burrus and Ron Baker
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The Accounting Success Podcast
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Aug 9, 2017
Bio: Happy Tax is a relatively new but potentially very disruptive player in the tax preparation space. Mario is leveraging technology and innovation to provide a convenient, transparent and reliable service for taxpayers while changing the roles and ownership structure for franchisees. The concept is quickly proving itself. Happy Tax was named Entrepreneur magazine’s 2017 fastest growing tax business, and the company is growing faster than over 3,000 other franchisors in the United States.
 
Judging by traditional measures, one may not have predicted business success for Mario Costanz. Long before becoming a successful businessman, Mario was a high school dropout and New York City garbage collector. An entrepreneur at heart, he tried a number of other businesses, and eventually ventured into the tax business at SmartServ. Next he bought a Liberty Tax franchisee, and became the #1 ranked franchisee in the country.

He rather quickly built an ownership interest in 99 tax offices in 5 states, then divested from Liberty in 2014. He started Happy Tax based on an innovative and patent pending business model that’s already shaking up the tax prep industry. The company combines convenient come-to-your-door service, along with accurate, reliable and professional tax returns prepared by CPAs with a minimum of 5 years of training and experience.

In two short years, Happy Tax has over 600 franchisees, independent contractors and area representatives. 

 

Welcome to the Accounting Success Podcast.  Ian Welham is a Chartered Accountant helping other CPA firms maximize their profit potential and become the Most Relevant Advisor to clients. To learn how you can add value, introduce new revenue streams, and move into high value advisory services, simply go to www.haydenrock.com. On the podcast, Ian brings together successful accountants and industry thought leaders to share with you how they serve business owners, and how you can, too.

 

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