Experience

CEO
Miami Beach
CEO

Happy Tax is an affordable, high value and low risk national income tax preparation franchise for independent people starting out in business. Unlike the others in the industry, there is truly no need to have tax experience as Happy Tax’s Certified Public Accountants review and sign all tax returns which are prepared at Happy Tax’s central tax preparation facility. Franchisees only handle sales, marketing and providing exceptional customer experiences using Happy’s patent pending technology, tools, training, support and resources. No store front location or overhead needed for first year franchisees. Happy Tax safely gives budding entrepreneurs the ability to earn extra money and build equity without quitting their job. Curious about what it takes to become a franchisee? Please email mario@happytax.com.

Area Developer ~ New York
Liberty Tax Service
New York
Area Developer ~ New York

After my first and very successful tax season with Liberty Tax Service, I began to develop franchises throughout Manhattan, growing it from 3 offices to 21 in 3 short years, and increased the revenue over 700%. Through a combination of direct marketing, public relations, events and comprehensive coaching of franchisees, I continued the development in Westchester, Putnam and Dutchess counties, where I doubled the number of offices in the first year alone. With every year I opened up a handful of offices and grew revenue an astounding 40%-80% or more each year. Reinvigorated struggling offices, recaptured lost clients and generated record levels of profits, despite challenging economic environments.nties in New York.

Multi-Unit Franchise
Liberty Tax
NY, NJ, MA, AZ, FL
Multi-Unit Franchisee

Number one ranked franchisee in the country for Liberty Tax Single Unit Operators in Fiscal Year 2009 Franchisee Rankings.

Successfully built up an ownership interest in 99 tax offices nationwide in my career prior to a very satisfactory exit in 2014.

Real Estate Developer
NYCAffordableLiving.com
New York
Real Estate Developer

Bought large properties that needed complete gut renovations. Adept at handling challenging conditions with contractors and city bureaucracies. I created nycaffordableliving.com and achieved top rankings online. I successfully sold luxury condos and a 14-unit building during the toughest real estate market in decades.

Broker / Owner
RE/MAX Results - Bronx Real Estate
New York
Broker / Owner

Launched franchise with partner. Quickly became the #1 real estate agency ranked online in our market. Achieved significant success and purchased the building housing the office. Acted as a mentor, coach and recruiter for top real estate agents joining the team.

Owner / Founder
Good To Go Restaurant
New York
Founder / Owner

Launched restaurant; provided business direction to business partner. Early adopter: implemented online ordering when most hadn’t heard of it. Managed aggressive and highly successful marketing and public relations efforts. Successfully sold new restaurant concept which is still operating today.

Branch Manager
Franklin First Financial
New York
Branch Manager

Became a mortgage banker to accommodate rising demand from SmartServ clients, mortgage brokers and bankers for credit repair. Proudly wrote clean loans for our tax clients in an environment rife with subprime junk.

President / CEO
SmartServ Solutions
New York
President / CEO

My successful foray into the tax business. Built up small staff, grew quickly, and produced competition-crushing results. Service offerings began with taxes; quickly added credit repair and eventually mortgage services. Managed an aggressive marketing and testing campaign. I was featured in local newspapers and earned the moniker “The Problem Solver” from one of my clients.

President
The Dot Com Organization
New York
President

This role allowed me to develop my internet savvy, marketing, sales and overall entrepreneurship skills.

Owner
Mario & Luigi Square Pizza
New York
Owner

I founded and sold my first business by age 23 (Mario & Luigi Pizza). You got a taste of the best chicken parm in town, and I got a taste of what it takes to build and operate a business.