Mario Costanz Email and Phone Number
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As a CEO and entrepreneur with high risk tolerance, I’ve bucked economic trends and supercharged business growth–even during downturns. After successfully operating and selling 99 retail tax offices nationwide, I invented and established the digital, virtual-assisted segment of the tax industry. I now lead Taxaroo, empowering thousands of tax businesses and CPA firms to manage their business online with a world-class customer experience.I’ve disrupted multiple industries by combining visionary leadership and my relentless drive with expertise in tech and taxes. My accomplishments as a Stanford Graduate School of Business mentor, author of 2 bestselling books, and public speaker stem from a sincere desire to improve lives and streamline systems. Your success is my success.
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Founder & CeoWorkforce Ai May 2024 - PresentI lead the vision, strategy, and execution of an AI-driven platform that deploys digital “employees” to handle repetitive, time-consuming tasks. Our agentic AI agents join video calls in real time, autonomously engage with enterprise systems, and deliver results faster and more intuitively than traditional AI tools. By eliminating complex prompts and empowering team members to simply “speak” their needs, we’re transforming how businesses operate at scale. Ask me how we can help your company cut labor costs, streamline operations, and increase productivity in every area of your business or career.
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Chief Executive OfficerTaxaroo 2023 - PresentSheridan , Wyoming , UsAs CEO of Taxaroo, I lead a talented team of professionals dedicated to simplifying the tax and accounting industry through innovative technology solutions. With years of experience in the field, we are committed to providing exceptional service and value to our clients. Our expertise includes developing cutting-edge tax software, creating efficient workflow processes, and delivering unparalleled customer support. I am passionate about using technology to revolutionize the industry, and I am proud to lead Taxaroo in its mission to make tax and accounting easier for tax and accounting firms. -
FounderZerotax.Ai 2022 - Present -
MemberHampton 2024 - PresentNew York, Ny, Us -
MemberEntrepreneurs' Organization 2019 - PresentAlexandria, Va, Us -
Diversity & Equality Chair - New YorkEntrepreneurs' Organization 2020 - 2021Alexandria, Va, UsAppointed the first ever Diversity & Equality Chairperson of the New York chapter of Entrepreneurs' Organization. EO New York represents nearly 200 businesses with an average revenue of $2.5 million each and employing over 5,000 employees among the members.
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Signor / FounderEntrepreneur Pledge 2020 - Present -
Founder And Board ChairmanHappy Tax 2014 - 2023Miami Beach, Fl, UsA cloud tax technology company comprising a patent-pending virtual tax franchise offering, an IRS and NASBA-approved continuing education provider, an online direct-to-consumer cryptocurrency tax practice, and a SaaS solution that empowers independent tax businesses to go virtual.• Strategic direction setting, strong leadership, and steady innovation• Recruited and retained a diverse, multinational Board of Directors -
Chief Executive OfficerHappy Tax 2014 - 2019Miami Beach, Fl, Us• Invested strategically in new products, initiatives, and acquisitions to achieve consistent triple-digit growth year over year• Built business from zero to over 300 franchise partners• Inspired and led a team of over 100 members across the US, consistently motivating high performance and monitoring metrics• Conceptualized, scripted, and produced dozens of commercials and creative digital-marketing campaigns with high ROI• Introduced national transparent upfront pricing to the tax industry• Utilized equity crowd funding, angels, and SAFE agreements to raise capital investments alongside personal investment
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Chair Of The Taxation Working GroupAccounting Blockchain Coalition 2018 - 2019Wakefield, Massachusetts, Us -
Founder And InstructorCrypto Tax Academy 2018 - 2019Miami Beach, Florida, UsHappy Tax’s innovative cryptocurrency taxation training division for tax professionals and CPAs.• Founded the first national company to teach cryptocurrency taxation to thousands of tax practitioners• Presented webinars to tens of thousands of people, including a guest lecture at Boston University• Delivered live cryptocurrency taxation training to 200 university professors at the American Accounting Association -
CeoOpportunity Tax And Insurance Service 2017 - 2019Brick and mortar tax franchise acquired by Happy Tax Brands in April of 2017. -
FounderCryptotaxprep.Com 2017 - 2019Happy Tax’s direct-to-consumer division offering cryptocurrency tax preparation, accounting and consulting.• Identified a gap in the market and launched the first company to lead the way with cryptocurrency taxation• Founded largest and first-to-market firm for preparing returns for individual cryptocurrency traders at scale• Drove over $1 million in revenue and generated profits in first tax season -
Area Developer ~ New YorkLiberty Tax 2010 - 2014Hurst, Texas, Us• Developed franchises in New York, which increased revenue by 700% and doubled the office count in first year • Consistently grew revenue 50–80% per year through acquisitions, turnarounds and digital marketing -
Multi-Unit FranchiseeLiberty Tax 2009 - 2014Hurst, Texas, UsServed as one of the company’s largest corporate partners during its period of highest growth.• Owned 99 brick-and-mortar offices, managing tax preparers, managers, and a district manager structure• After scaling the business to 5 states, successfully sold the offices back to the franchisor for $5 million• Number one ranked franchisee in the country for Single Unit Operators in Fiscal Year 2009 Franchisee Rankings.
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Broker / OwnerRe/Max Results - Bronx Real Estate 2010 - 2013Bronx, Ny, UsLaunched 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. -
Real Estate DeveloperNycaffordableliving 2005 - 2010Acquired large properties that needed complete gut renovations. Adept at handling challenging conditions with contractors and city bureaucracies. Created nycaffordableliving.com and achieved top rankings online. Successfully developed luxury condos and a 14-unit building during the toughest real estate market in decades.
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FounderGood To Go Restaurant 2008 - 2009Launched 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 this new restaurant concept to a partner.
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President / CeoSmartserv Solutions 2003 - 2009UsMy 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. -
Featured Speaker - Fix Your Credit, Fix Your LifeThe Learning Annex 2006 - 2008Facilitated several courses on credit repair and building financial freedom. -
Branch ManagerFranklin First Financial 2005 - 2008Became 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.
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Sanitation WorkerNyc Department Of Sanitation (Dsny) 1999 - 2004New York, Ny, UsPicked up the dirtiest, smelliest garbage in the world while launching my businesses. -
PresidentThe Dot Com Organization 1999 - 2003This role allowed me to develop my internet savvy, marketing, sales and overall entrepreneurship skills.
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OwnerMario & Luigi Square Pizza 1998 - 1999I 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.
Mario Costanz Skills
Mario Costanz Education Details
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Stanford University Graduate School Of BusinessScaling Through Innovation -
Harvard Business School OnlineDisruptive Strategy & Finance
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The Bronx High School Of ScienceGeneral Equivalency Diploma
Frequently Asked Questions about Mario Costanz
What company does Mario Costanz work for?
Mario Costanz works for Workforce Ai
What is Mario Costanz's role at the current company?
Mario Costanz's current role is Transforming Work with Human-like AI-powered Agentic Teammates.
What is Mario Costanz's email address?
Mario Costanz's email address is ma****@****tax.com
What is Mario Costanz's direct phone number?
Mario Costanz's direct phone number is +121247*****
What schools did Mario Costanz attend?
Mario Costanz attended Stanford University Graduate School Of Business, Harvard Business School Online, The Bronx High School Of Science.
What are some of Mario Costanz's interests?
Mario Costanz has interest in Boating, Children, Law, Economic Empowerment, Gourmet Cooking, Entrepreneurial Endeavors, Travel, My Children.
What skills is Mario Costanz known for?
Mario Costanz has skills like Entrepreneurship, Small Business, Real Estate, Start Ups, Leadership, Selling, Marketing, Management, Sales, Investments, Finance, Investment Properties.
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