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Happy Tax

Chicago, Illinois

(45)
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About

Concierge level service for CPA prepared tax returns.

Reviews (45)

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5/5

45 customer reviews

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1 October 2019

Tricia and Mary are awesome!!!  Thank you so much for your professional service!  I will be back next year for sure!

Reviewed on Yelp

19 April 2019

Our experience with Dave and Happy Tax was incredibly easy and stress free. Dave came to us to gather all of our necessary documents and the communication throughout the process was efficient and clear. His team was also just as great - answering and correcting a few small details quickly. We are very happy with the process and plan to use Dave again in the future as well as recommend him to others. Thank you, Dave! More...

Reviewed on Yelp

18 April 2019

Update: there was a little confusion/miscommunication that I was told I would be getting more in returns than I really was going to, even after confirming the details over the phone. This threw off my own personal budget for the next month since I was factoring in the amount that I thought I would be getting back into my budget, which is not what I would be getting. Miscommunication causing confusion, brought a star down. Awesome! I usually use turbo tax but for this year I had traded some stocks, and turbo tax was making me upgrade for a fee of $75.00 in order to do it. If I was going to pay, I decided I'd try a real accountant and pay them instead and see if it was worth it & started looking around yelp. Found this one, who explained to me what they did and gave me an estimate quote patiently. I had called 3 other top places that showed up on yelp and they all were more expensive, and I had to go to them. Customer service: awesome! My guy drove to my home early in the morning and met with me to get everything set up. He even answered texts if I had questions. They were a text away!Timeline: I set it up for the date I could make it. The return estimate came maybe just over a week later, and they finalized everything with me over email and phone call once they came up with an estimate.  Convenient, super easy. What made it 5 stars for me: giving the same information to him as I did to turbo tax, happy tax said I would be getting back $1000 more than turbo tax said I would get!! They make you do a $50 down payment, and make you pay the difference (which depends on how many forms you have, how many W2s or others you have) when they have your estimate & are about to finalize. They shoot you a text & email once they have it.Would most likely go back to these guys for next year! They gave me a discount for finding them on yelp :) More...

Reviewed on Yelp

7 April 2019

So happy I found Tricia! She is very friendly, knowledgeable, and helpful. This was our first time going with her and we will be using her services moving forward! Highly recommended!

Reviewed on Yelp

7 April 2019

So helpful and filed my taxes in a timely manner. Thank you Happy Tax! The online option made the process very seamless.

Reviewed on Yelp

28 March 2019

Tricia was very generous with her excellent help and care in every way. She is a phenomenal tax accountant and person! Tricia is very knowledgeable and ethical. She answers all questions in depth. She understands any concerns and makes sure everything is handled exceptionally well. More...

Reviewed on Yelp

25 March 2019

Best tax experience I have ever had! Very easy to work with and very helpful! I would recommend to anyone! Great for businesses!

Reviewed on Yelp

19 March 2019

Tricia (and the rest of the Happy Tax crew) is simply amazing.  From start to finish, she communicates proactively and really takes the time to make sure her clients understand the process and also are saving money.  I have done my family's taxes for years, am so happy to have turned over this responsibility to someone I can trust and understands my concerns.  You cannot go wrong with Tricia. More...

Reviewed on Yelp

6 March 2019

Since turning over all my tax issues with Happy Tax, things are being taken care of in a professional manner. Thank you Happy Tax for fixing Turbo tax mistakes for me.

Reviewed on Facebook

1 March 2019

Dave Kipp and Happy Tax made filing my taxes an easy process. They also took the time to explain the new tax laws and how they affected my return. I would definitely recommend Happy Tax and will be using them going forward. More...

Reviewed on Facebook

28 February 2019

experienced, knowledgeable and courteous staff . would recommend to all family and friends!

Reviewed on Facebook

1 February 2019

Amazing company, with phenomenal service and dedication to their work. would recommend to anyone.

Reviewed on Facebook

1 February 2019

Fantastic company, tax preparers are detailed oriented. Quick and friendly service

Reviewed on Facebook

31 January 2019

very professional and knowledgeable group of people

Reviewed on Facebook

31 January 2019

fast, helpful and knowledgeable. They will work for you

Reviewed on Facebook

31 January 2019

Wonderful team, awesome service. I am hands down happy with Happy Tax

Reviewed on Facebook

31 January 2019

Fast, friendly and very knowledgeable service! Happy Tax, you rock!

Reviewed on Facebook

27 January 2019

Where do I begin...if you are looking for a trustworthy, reliable, caring tax professional - this is your place and Tricia is your person! As a small business owner, I need someone to keep me organized and in order so I can focus on my business.  I was so afraid (and embarassed) to be that owner with the disorganized box of (ugly) receipts in no organized order whatsoever.  To find someone that truly is there to help that doesn't judge and makes you a top priority...what a blessing.  So grateful for this "book whisperer" your one stop shop for taxes and bookkeeping!  Mahalo, Tricia and Lisandro! More...

Reviewed on Yelp

26 January 2019

Awesome service and would recommend. Worth the drive to Kailua. Rates are good versus peers.

Reviewed on Yelp

5 January 2019

Dave did a great job with my taxes. The Happy Tax process is easy and customer friendly!

Reviewed on Yelp

13 December 2018

Dave aka the taxman is the best.Great customer service,very accommodating and as fair as they come. He truly makes tax season painless

Reviewed on Yelp

17 October 2018

If you need to make sense of all your crypto-currency transactions for tax purposes these guys are the go to people for it.  These guys will take all the headaches associated with trying to accurately report your gains and losses so you can be compliant with state and federal tax reporting laws.  Don't assume just because everything is public record on the blockchain that it will be easy to reconcile all your trades and activities.  Especially if you had a lot of trades or transactions.   Downloading the data from your exchange(s) doesn't make it much easier either but Happy Tax will know what to do to reconcile all your transactions.  I will definitely use them if I ever buy any crypto-currecies in the future and wouldn't hesitate to recommend them.  Among a sea of accountants out there that claim to be specialized in crypto these guys are the real deal.  Thank you HappyTax! More...

Reviewed on Yelp

13 October 2018

When I got a letter in the mail saying I owed a ton of money, and couldn't figure it out why, I called Happy Tax in search of some help. Tricia called me back within a few hours, and got an appointment set up for the first day I was available. She shortly explained what was going on and she told me on the phone that if it was something I could fix myself, she would tell me how to take care of it and send me on my way free of charge. I don't know about you but that's pretty awesome. It showed me she's truly wanting to help others. When I met with Tricia, she was incredibly friendly and easily pinpointed what had happened. She called the office, sent over the papers, and handled everything very quickly. When the office "lost" our fax THREE times, Tricia went above and beyond to get it to them and have it taken care of. I am incredibly happy and impressed with the level of professionalism and service that Tricia has displayed. I literally made a yelp account just so I could write this review. Highly recommend to anyone looking great service! More...

Reviewed on Yelp

1 October 2018

HIGHLY RECOMMENDED. I came to Tricia, having no idea what I needed to file as a new business owner and knowing that I was filing pretty late without an extension. Super friendly and extremely knowledgeable, she walked me through exactly what she needed, set up an account and filed everything immediately. Because I filed late, she warned me that I may receive a penalty letter. Sure enough, I received a $3,000 penalty letter in the mail. Tricia immediately drafted a letter requesting leniency as a first time business owner. I waited 3 weeks and got another letter, this time with the intent to levy property, and the $3,000 now had interest. I immediately emailed Tricia (on a Saturday) freaking out. Thankfully, she happened to check her email on the weekend and immediately responded with a plan to call the IRS on Monday. She spent more than 20 minutes on hold, conference called me in to gain permission to handle my account and was able to get the penalty waived. To say that Tricia will go above and beyond for her clients is an understatement. This is her passion - helping small business owners navigate/stay organized on the business side of things so they can chase their dreams. She has helped me immensely and I would recommend her hands down to anyone needing help with taxes. You can tell she loves what she does and truly enjoys helping others. I am SO thankful I found her!! More...

Reviewed on Yelp

3 August 2018

I found myself caught up in the crypto madness in 2017 & did way too much trading, not fully realizing that each time I did it was a taxable event, yikes! I was anxious & frustrated until I found Happy Tax's Crypto Tax package. My Happy Tax CPA Tricia was amazing throughout the process - patient, available, knowledgable and personable. She is awesome and I look forward to continuing to work with her and the rest of the Happy Tax team (shout out to Laramie my crypto specialist who put together my 8949 form!). Was a great relief to have them walk me through this process. More...

Reviewed on Yelp

3 August 2018

Tricia Drago at Happy Tax was a Godsend! I found myself caught up in the crypto madness in 2017 & did way too much trading, not fully realizing that each time I did it was a taxable event, yikes! I was anxious & frustrated before I found Happy Tax's Crypto Tax package. Tricia was amazing throughout the process - patient, available, knowledgable and personable. She is awesome and I look forward to continuing to work with her and the rest of the Happy Tax team (shout out to Laramie who put together my 8949 form!). Saved me many headaches- highly recommend! More...

Reviewed on Yelp

31 July 2018

So there's an extension of happy tax that also does crypto I was upside down had no idea what I was doing got involved in crypto last July with a meager amount just playing around next thing I knew I made alot of money happy tax didnt have alot of reviews on there crypto and I was already burned by one of those pay here crypto "cpa"'s happy tax helped me with my deadline to turn in my taxes they also walked me through all the process they were awesome and helped me save money and explained alot of diffrent things then also filed all my other taxes from regular work I strongly recommend using them

Reviewed on Facebook

6 July 2018

A great organization with great leadership! Happy Tax is definitely on the way up!!

Reviewed on Facebook

6 July 2018

So...where do I begin?  Taxes this year were extremely challenging but Tricia was there when I did not know where to go, what to do and who to talk to.  She made an extremely challenging seem simple and always gave first class service.  If you want someone who considers their clients like gold and values the relationship, I cannot think of anyone else who would fit this.  I am proud to call her my friend! More...

Reviewed on Yelp

18 June 2018

An Excellent tax accounting compony !

Reviewed on Facebook

6 June 2018

Excellent service, Happy Tax has a very responsible and responsive team. What I thought was going to be impossible and never ending, Happytax completed everything within days with only a few calls and exchanged emails. I will be back 100% and highly recommend Happy Tax! More...

Reviewed on Facebook

30 May 2018

I was very impressed with the service once it happened - for some reason it took several weeks after I had paid to be able to access the system and upload my information. I would recommend Happy Tax to anyone in the Crypto sphere. More...

Reviewed on Facebook

30 May 2018

Seriously fire your current tax guys... Hire the Happy Tax team. I did, and Ive never been happier. Thanks so much for all the help team!

Reviewed on Facebook

30 May 2018

I had a very positive experience. I worked with Sean Gaffney and he is very knowledgeable on cryptocurrency. He was always friendly and always answered my questions very quickly. I will be using Happy Tax again this year and would recommend them to anyone trading cryptocurrencies. More...

Reviewed on Facebook

24 May 2018

Having worked with a number of accounting firms over the past decade - from multinationals to smaller boutiques, the professionalism, competence and execution delivered by Happy Tax was superb.  We added a new asset class and changed our operating structure, which drove a need for a second look and a little guidance.  Our team performed better than we could have imagined.Other firms talk a good game about 'The Dream Team' that'll be assembled to work with you...  but we experienced it! .  Our initial meeting with Mario demonstrated a fundamental understanding of our questions and challenges we were facing.  The Operations Director, Naomi, was thoughtful as working through changes early on.  She kept us team connected and had a wonderful touch.  Sean ... my crypto-comrade, was patient.  He took the time to answer my questions and research those he couldn't answer on the spot.  After a number discussions - we got it right.  Closing out with Lisa was so pleasant, we were almost sad the quarter was had ended.  She answered all of our questions in a clear and concise way.   I hope this review serves you well because you earned it. kidding - keep doing what you do! More...

Reviewed on Yelp

22 May 2018

For years I have handled my own monthly accounting & taxes with frustration and endless questions.After reading Rich Dad, Poor Dad + meeting with Tricia Drago & the accounting / tax team.  I derived that it was time to allow a professional to handle things and for my money to make me moneyBottom line: Tricia Drago & her team have not only provided excellent service they have set our team up for win in the future regarding business goals, investments, and best use/tracking of our financial situation.it has made me question why for so long did I suffered, get frustrated, over accounting / taxes ~ to save a few bucks ~ by not hiring an accountant / tax professional. TRUTH RELEARNED: accountant specialize in accounting, CPAs specialize in taxes, and I am neither ~ here's to letting a professional handle things and assist in making my money work for me, my family, and the team at SignatureHomeInspections…Continually grateful!  Highly recommended both accounting & tax services!- With warm Alohas Drinen Ohana & SignatureHomeInspectionsHawaii Team More...

Reviewed on Yelp

21 March 2018

I am so glad that I decided to have my taxes done by Happy Tax this year! Tricia was AMAZING! She helped me to understand everything and was very thorough. She and her team are very efficient and ensure that you get the greatest amount of a refund back to you and at a very affordable price! I look forward to working with them for the years to come! More...

Reviewed on Yelp

5 March 2018

Working with Tricia Drago at Happy Tax has been smooth-sailing for me. Tricia is personable, professional, very helpful, and knowledgeable. She is organized and answered all of my questions leaving me worry-free about my tax return. My tax return has always been more complicated than average with estates and  Trust to add, but Tricia made the process less daunting. Thank you so much! More...

Reviewed on Yelp

3 March 2018

Let's be real. Taxes are daunting to me. I am sure they can be that way for a lot of people. So it is the best feeling to find a great business to work with through referrals. It really makes everyone's experience that much better when you find a gem! Happy Tax makes taxes EASY.Whether you choose to meet in person with someone, do everything online, or even use their mobile app the choice is yours! I was SO happy to do all my tax paperwork online at times that were convenient for me! From the start the pricing to prepare the taxes is very easy to understand and there are no hidden fees or charges. Tricia and the Happy Tax team are a dream to work with. They were VERY informative without overwhelming. They were always available and very responsive to my questions. From the initiation with Tricia getting all my documentation together and setting everything up, to filing, making payments, and then reviews over the phone with Bradley W. I have no complaints with any step in the process. I was able to get a larger return both on my Fed and State returns than I did the previous year and I am sure that has to do with the CPAs review and leaving no stone unturned. I am looking forward to the automatic deposit of my returns and ready to tackle taxes again next year with the Happy Tax Team! More...

Reviewed on Yelp

2 March 2018

Tricia @ Happy Tax is wonderful to work with. She is kind and so patient. My tax return for 2017 was so complicated. She answered all my questions and concerns. I was super stressed out and she has this awesome way about her that calmed me down. This was my 1st time using Happy Tax. The price was amazingly good and my return is backed by CPA's! I am an island girl living on the mainland. I am glad a friend referred me to Tricia.I will continue to utilize her tax preparation services. I highly recommend giving her a call for a free quote, you'll be Happy you did. More...

Reviewed on Yelp

23 February 2018

This is my first year using Happy Tax and I am extremely impressed with the organization. I can’t imagine going anywhere else in the future. Doing my taxes has never been so quick, easy and stress free! Thank you Happy Tax! More...

Reviewed on Facebook

17 February 2017

On Point! Highly recommend Happy Tax above and beyond any competitor out there!

Reviewed on Facebook

17 February 2017

I love the Happy Tax process and team. They are always available 7 days a week to answer any questions, and exceed at providing expert service and convenience. The best filing experience available on the market today! More...

Reviewed on Facebook

17 February 2017

I appreciate the availability of the executive team to address and assist no matter the day or time. I value what this company stands for and the commitment to the core values. I respect the support teams in what they consistently strive to be. I love the technology of filing and the ease at which items can be uploaded More...

Reviewed on Facebook

8 August 2015

Samantha and Isabella are great!!! I look forward to my experience with Happy Tax!!!

Reviewed on Facebook