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Happy Tax Franchising, LLC

Operating

Fintech · Miami Beach, FL

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Latest valuation
—
No round has disclosed a priced valuation or cap.
Total raised
$611,355
Across 4 rounds since 2016

Financials

FY2016–FY2017 · from SEC filings · hover any figure for its source
$861K
−$281K
2016
$1.7M
$594K
2017
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2016 audited*
FY2017
Income statement
Revenue
$861,414
$1,657,547
Cost of goods sold
$0
$0
Gross margin
100%
100%
Net income
-$281,290
$594,005
Taxes paid
$0
$0
Balance sheet
Cash
$60,204
$233,492
Accounts receivable
$0
$0
Total assets
$217,485
$984,487
Short-term debt
$366,305
$310,468
Long-term debt
$0
$0
Total liabilities
$366,305
$310,468
Other
Headcount
10
10

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Fundraising history

Reg CF · SAFE · Nov 2017Closedvia WeFunder
Raised $369.2K / $827.8K
Reg CF · SAFE · Apr 2017Withdrawnvia WeFunder
Raised $0 / $1M
Reg CF · SAFE · May 2017Closedvia WeFunder
Raised $242.2K / $1M

Team

3 people
Mario Costanz
CEO
Theodore Muftic
CFO
Marcus Slater
VP of Marketing

Names and titles as disclosed on SEC Form C. Bios and photos come from the platform campaign page and may be out of date.

Reg CF annual-report compliance

Possibly delinquent

Filed 1 of 9 annual reports (FY2017–FY2025)

Missing: 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025

Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.

SEC filings

View all 10 filings on EDGAR
  • Form C-UDec 21, 20170001670254-17-000384
    EDGAR
  • Form C/ANov 30, 20170001670254-17-000359
    EDGAR
  • Form CNov 6, 20170001670254-17-000311
    EDGAR
  • Form C-AROct 25, 20170001670254-17-000292
    EDGAR
  • Form C-UOct 17, 20170001670254-17-000285
    EDGAR
  • Form C-WMay 19, 20170001670254-17-000127
    EDGAR
  • Form C/AMay 15, 20170001670254-17-000123
    EDGAR
  • Form CMay 8, 20170001670254-17-000112
    EDGAR
Source: SEC EDGARCIK 0001690781DELast synced Aug 17, 2026

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.