Weekly Happy Tax Strategy Session

Weekly Happy Tax Strategy Session

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The Weekly Happy Tax Industry Strategy Session offers free advice and expertise for people wanting to get into the tax business as well as those already in it. With 13 years of experience in the tax industry where he operated 99 tax offices across the country, Happy Tax CEO Mario Costanz provides yo…

Mario Costanz

  • Oct 5, 2015 LATEST EPISODE
  • infrequent NEW EPISODES
  • 3m AVG DURATION
  • 26 EPISODES


Latest episodes from Weekly Happy Tax Strategy Session

26: Time to Start Your Tax School? Not

Play Episode Listen Later Oct 5, 2015 5:09


Happy Tax CEO Mario Costanz answers a question from "Brandon" from Nashville about starting his tax school to recruit new preparers. "Brandon" owns another tax franchise at another national brand.

25: Cross Marketing of Insurance and Tax Prep

Play Episode Listen Later Sep 28, 2015 4:16


24: Cross Marketing of Insurance and Tax Prep

Play Episode Listen Later Sep 28, 2015 4:16


23: In Response to Dylan Matthew’s Attack on the Tax Industry

Play Episode Listen Later Sep 15, 2015 5:04


Happy Tax® CEO Mario Costanz addresses an article published by Dylan Matthews on news website Vox earlier this month attacking H&R Block and its position as a Tax Prep Company.

22: How to Scale Your Tax Business

Play Episode Listen Later Sep 8, 2015 3:58


Happy Tax® CEO Mario Costanz answers a question from a soon to be Happy Tax franchisee about how to Scale a Tax Business.

21: Common Tax Industry Misconceptions

Play Episode Listen Later Sep 1, 2015 5:02


Happy Tax® CEO Mario Costanz talks about common misconceptions about the tax preparation industry including working from home and objections from friends about filing.

20: Why It Sucks to be a Tax Preparer

Play Episode Listen Later Aug 25, 2015 4:41


Happy Tax® CEO Mario Costanz talks about why it sucks to be a tax preparer and gives some alternatives that are more exciting and profitable.

19: Branding is Useless

Play Episode Listen Later Aug 18, 2015 4:11


Happy Tax® CEO Mario Costanz talks about branding and why it is useless for most small companies. Instead, he recommends, small businesses should focus on direct response marketing that can be tracked for return on investment. Finally, he goes on to make a very special announcement

18: Happy Tax vs Uber

Play Episode Listen Later Aug 13, 2015 3:46


Happy Tax CEO Mario Costanz talks about the sharing economy and how industries are being disputed by companies like Uber, Airbnb, Facebook and Happy Tax. He makes a direct comparison of what it is like to be an Uber driver vs a Happy Tax franchisee.

17: How Obamacare makes the tax preparation industry more profitable​

Play Episode Listen Later Aug 3, 2015 3:32


In this Weekly Strategy Session, Happy Tax CEO Mario Costanz talks about the Affordable Care Act also known as Obamacare and how it affects the tax preparation industry. Find out how this policy can make your tax preparation business more profitable.

16: Everything You Need To Know About True Wealth

Play Episode Listen Later Jul 27, 2015 4:13


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz talks about what true wealth is and how to achieve it by giving up some things in your life. Instead of wasting your time watching television or surfing the net, you should focus on revenue generating activities like running a side business. If you’re pressed for time but still would like to know what it takes to live the rich life, this episode is for you!

15: Tax Business Exit Strategies You Need To Know

Play Episode Listen Later Jul 20, 2015 3:31


If you’re planning to settle down in your tax business, this episode is for you. In this Weekly Strategy Session, Happy Tax CEO Mario Costanz gives you 3 exit strategies you can consider. He explains the pros and cons of each one as it’s important to choose the right strategy.

14: How Get Funding For Your Small Business or Franchise

Play Episode Listen Later Jul 13, 2015 3:12


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz answers a viewer’s question about the different ways to finance a franchising business. In starting any business, it’s important to leverage different financial funding options as well as to make use of your own resources. Mario shares financing options you can use so you can get started in your journey as an entrepreneur.

13: Why The Flat Tax Won’t Work

Play Episode Listen Later Jul 6, 2015 3:57


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz explains why the flat tax won’t work and its implications if it’s implemented. He also offers a recommendation on how to increase the government’s revenue. If you’re looking to learn more about the flat tax from an authority in the industry, this episode is for you.

12: Know What It Takes To Expand Your Clientele In Your Tax Business

Play Episode Listen Later Jun 29, 2015 4:00


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz answers a question of a viewer on how to expand his clientele with a tight advertising budget. Mario shares why you can get ahead in your tax business in the long term by increasing your prices and offering excellent quality service. Also, he will tell you what 2 areas in your business you need to focus on to become more profitable.

11: What You Need To Do Start Your Tax Preparation Business

Play Episode Listen Later Jun 22, 2015 3:41


  If you’re thinking of starting a tax preparation business, this episode is for you. In this Weekly Strategy Session, Happy Tax CEO Mario Costanz provides you the first steps you need to take and the costs and effort involved in setting up a traditional tax preparation business. More importantly, he shares a better alternative to starting one that avoids most of the hassles involved.

10: How To Handle Challenges During Offseason In Your Tax Business

Play Episode Listen Later Jun 15, 2015 3:18


In this Weekly Strategy Session, Happy Tax CEO Mario Costanz gives advice to tax business owners who have storefronts on what to do during the offseason. He also shares the best way to avoid the costs and headaches involved in maintaining a storefront for your tax business.

9: Ways A Winning Team Can Greatly Improve Your Tax Business

Play Episode Listen Later Jun 10, 2015 2:24


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz talks about the importance of having a winning team and surrounding yourself with the right people. To go beyond thriving in your tax business, forming, building, and maintaining a team is vital. In this episode, Mario shares valuable tips on where to find the right people for your own winning team.

8: How To Use Breaking News For Great Press

Play Episode Listen Later Jun 2, 2015 3:54


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz shares how to use breaking news to get publicity and more clients for your tax business. He shares how he recently got publicity for Happy Tax with the IRS Get Transcript data breach news. With the insights he’ll be sharing, your tax business will be recognized as an authority in the industry which means more clients will come to you. Also, in this episode, he makes a great announcement to veterans and active military service members.

7: 3 Effective Strategies For Building Relationships With Prospective Customers

Play Episode Listen Later May 26, 2015 3:19


  If you’re looking to get your first clients for your tax business, this episode is for you. In this Weekly Strategy Session, Happy Tax CEO Mario Costanz share his 3 strategies for building long lasting relationships with prospective clients. By applying these strategies with discipline, you’ll be able to grow a tax business into one with a huge clientele in no time.

6: Know How Much It Cost To Open A Storefront For Your Tax Business And If It's Worth It

Play Episode Listen Later May 19, 2015 4:19


In this Weekly Strategy Session, Happy Tax CEO Mario Costanz answers a question from Rudy in California who has a tax business with 250 clients and wants to know the costs involved in opening and maintaining a storefront. Mario also shares proven and tested relationship building strategies you can implement with existing clients and how you can ask them for referrals. If you're looking for ways to grow your tax business, this episode is for you!

5: Everything You Need To Know About Inspiration And Integrity In Your Tax Business

Play Episode Listen Later May 11, 2015 4:38


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz explains the importance of inspiration and integrity to succeed in life and business. To make things happen, you need to inspire yourself constantly in order to move forward despite setbacks. Mario shares in this episode great resources for inspiration. More importantly, he shares the value of integrity in the marketplace and what the costs are if you don’t have it.

4: Why Taking Massive Action Beats Knowing It All In Your Tax Business

Play Episode Listen Later May 4, 2015 4:01


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz will tell you why taking massive action is more effective than knowing it all in your tax business. With information available to us on our fingertips, a lot of us fail to implement what we know. In this episode, Mario will give you steps to start taking massive actions. Also, he announces great news to single moms!

3: How To Become Unstoppable When It's Tax Off-Season

Play Episode Listen Later Apr 27, 2015 3:16


In this Weekly Strategy Session, Happy Tax CEO Mario Costanz shares actionable steps you can take to grow your tax business during tax off-season. By taking these actions, you will stand out from the competition and get more clients for your business.    

2: 2016 Tax Season Strategies That Will Greatly Set You Apart From The Competition

Play Episode Listen Later Apr 20, 2015 4:34


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz will tell you what to do in your business after a tax season to improve how you operate on the next one. Every end of a tax season is a great opportunity to learn more how you can improve. In this episode, you'll learn the best time to plan for next year's tax season and what you can do to prepare during the off season.

1: End Of Season Strategies You Need To Implement For Your Tax Business

Play Episode Listen Later Apr 13, 2015 2:21


  In this Weekly Strategy Session, Happy Tax CEO Mario Costanz talks about what you can do for your tax business to finish the season strong. As a tax business owner, you need to be one step ahead of the competition by implementing the right actions and having the right attitude to the people you work with and the customers you serve. This episode will give you actionable steps that will set you apart from the competition during the last days of tax season.

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