tax preparation business plan

"Stop Stressing About Writing Your
Tax Prep Business Plan!"



1:38 p.m. Thursday
From: Ryan Mitchell, Founder of

Dear Tax Prep Entrepreneur,

Are you thinking about opening your own tax preparation business? Maybe you already have one and want to drive profits even higher. You may already know about the industry and just how profitable and rewarding it is.

Whether you aspire to grow as profitable and well-recognized as Jackson Hewitt or simply want to make a comfortable, six-figure income in your home town, the key to success is a carefully planned, well executed business plan.

However, I understand that the mere term 'business plan' causes panic for most entrepreneurs. Let me fill you in on four business plan writing secrets:

1.) You don't need an MBA.

2.) You won't have to spend countless, grueling hours at your computer.

3.) You don't even have to know what's in a business plan.

4.) You also won't have to pay a consultant $150 an hour to write a custom business plan.

Yes, new businesses can be expensive, but let me tell you the secret that successful tax prep entrepreneurs all know: with proper planning, a tax preparation business can be affordable and relatively easy to operate.


"I Can Help You Plan for Your
Tax Prep Business' Success ..."

I've heard it all …

As the founder and editor of, entrepreneurs just like you write in with questions about the tax prep business. Of the hundreds of questions I get every month, about 80 percent involve effective business plan development or business start-up.

I also get the success stories - the letters and e-mails from professionals who've built a profitable and established tax preparation business. They offer tips and advice, telling me what worked for them.

So I have a unique vantage point - and a wealth of secret, insider information about the business that others don't. I know what it takes to make it!

Regardless of what anyone says, starting your own business has its risks. But, what I've learned is that a good business plan helps you tackle challenges before they set you back.


"Why Do I Need a Business Plan
for My Tax Prep Business?"

Having a solid plan with realistic estimates is critical. You need a business plan that is tailored to your unique business. Generic plans simply don't work, and consultants can be way too expensive.

A professional business plan is like a road map to success, showing you:

  • How to market your business with the least possible investment

  • How to beat the competition head-on

  • What your risks are and how to minimize the risk

  • How much revenue you can expect in the first year, the second year, and so on

  • How you can set your store apart from the others - and double your income!

  • The minimal requirements you need to get into the lucrative tax prep business

  • Plus so much more!

Let me show you how to get a personalized business plan tailored specifically to your tax preparation business that will help you earn the highest profits attainable!

But first, let's review the facts.

This is Serious Stuff...

FACT: Over 50% of all small businesses FAIL in the first year. (Source: U.S. Small Business Administration)

FACT: Statistics show that a well-written business plan can dramatically increase your chance of success.

FACT: Poor planning is the #1 cause for small businesses failure . (Source: Dunn and Bradstreet)


Get The Secret To Launching and Running
A Highly Profitable Tax Prep Business!

Now, let me show you exactly how to safeguard your business from failure. I want to introduce you to the best business plan template I've ever come across. It provides the customization you need, geared solely toward the tax preparation industry.

It also doesn't come along with the high price tag you'll find with consultants or business plan software. It's incredibly easy to modify and the bulk of the plan is written for you!

Using this business plan, you can map out your new business in a fraction of the time and at a fraction of the cost. This business plan is a professional document that will help you plan for your tax preparation business' success.

And if you need financing, this customizable business plan will help you get the money you need. You will be proud to show this business plan to any reputable bank, investor or business consultant.


"The Only Tax Preparation Business Plan Package
with a 60-Day Money Back Guarantee"

Would you take a road trip without a map? Probably not. So why would you even consider starting a business, with much greater risk, without a fail-safe, ironclad business plan?

Get started the easy way using The Tax Preparation Business Plan 2013 Package.

The Tax Preparation Business Plan Template
(A complete business planning kit with
Word, Excel, and Adobe documents -
BOTH Mac and PC Compatible)
Download Only - Not a Software
Key Industry Facts & Figures
Up-to-Date Research and Analysis - Save Hours of Your Time!
Detailed Business Description
Critical Ratios and Calculations
Key Financial Forms
Eliminate The Mystery Behind Expense and Income Estimates
Complete Marketing & Operational Plan
Detailed, Fully-Customized, Tax Prep Business Plan
Plus Amazing Getting Started Bonuses
Satisfaction Guaranteed!




Read What Other Entrepreneurs Are Saying
About Our Business Plan...

"We are Opening Our First
Store in 3 or 4 Months!"

When a decision is made to take such a leap as opening your own business, guidance and structure from those that have the knowledge base is invaluable. There is no reason to re-create a format for an overall plan that is already created.

We are very close to finalizing our plan and opening our store within the next 3-4 months. Thank You!

April Ranceful
Parrish, FL


"This plan is a Breath of Fresh Air ..."

"As a seasoned business writer, I've worked with many companies to develop their business plans into viable documents that lead to startup capital or new investors.

I often see many common mistakes such as overdone length and hasty financials that are sure to prevent a plan from succeeding. However, this plan is a breath of fresh air because it is well written, professionally cited, and easy to understand.

The plan's author has done his or her homework in the form of market research, industry analysis, and refined financial planning. I would recommend this business plan to anyone interested in starting a business."

Mark A.F. Bond
Expert Business Plan Writer
China Doll Publishing



A Professional Business Plan in a Fraction of
the Time at a Fraction of the Cost!

When you actually sit down to write a business plan, you can feel overwhelmed. Where do you start? What do you say? With so many sections and critical information expected, it's hard to know.

Generic plans just don't work for this business, and consultants charge up to $150 an hour to write, research and craft your customized business plan.

But, now, you can create a professional business plan specifically geared toward the tax prep industry in a fraction of the time it would take if you were writing it from scratch!

Just customize to fit your shop's details and your business plan is done. It is, by far, the easiest way to write a business plan!



Writing a Business Plan Has Never Been Easier ...

Just Customize with Your Shop's Details
and Your Business Plan is Ready-to-Go!

Just edit in your business' details in the easy-to-follow business plan template and click save. Then open the Microsoft Excel financials document and plug in your shop's projected numbers.

This will help you calculate the break even analysis, opening day balance sheet, three-year profit projection and 12-month profit loss statement. It's so simple!

Once you're satisfied with your business plan, print it out and place everything in a professional binder. Then it's done!

You can use it as a guide for running your business. You can also present your polished plan to lenders, partners or investors. They'll think you spent months preparing it.

(Plus, don't forget, it's also your invaluable map charting your path to total business success!)

Does any of the following describe you?

  • Not technically savvy?
  • Never written a business plan in your life?
  • Don't know the first thing about business plans?

Don't worry! The Tax Preparation Business Plan is not some confusing software program that you will have to install on your computer.

It is comprised of Microsoft Word, Microsoft Excel and Adobe documents that are easy to customize. This way you don't have to learn some new confusing software program that won't let you edit your business plan in the detail required.



The Research Has been Done For You with
Up-to-date Tax Preparation Industry Facts and Figures

Possibly the most difficult part of writing a business plan is the research involved. This is why the Tax Preparation Business Plan pays special attention to the research section. This business plan uses only the most reputable sources and includes all the key information entrepreneurs, banks and investors require.

All industry research is pulled from exceptional sources including:

  • US Census Bureau
  • Datamonitor
The Tax Preparation Business Plan is updated every year to ensure you always have the most up-to-date facts and figures in your tax preparation business plan.

Since the industry research section is already written, you save hundreds of frustrating hours required to manually gather anything nearly as comprehensive. That alone is worth your investment!

Just look at all of the pre-made Tax Industry charts and graphs included in The Tax Preparation Business Plan! You'll get:

  • The Pricing Schedule
  • The Impressive Promotional Budget
  • The Powerful Sales Forecasts
  • The Competitor Market Share Graph
  • The Competitor Profile Matrix
  • Plus, The United States Tax Prep Market Forecast For The Next 5 Years!

(Busy bankers and investors favor visuals over text.)


Save Time and Money While Avoiding
The Stress of Starting from Scratch!

    Don't wait another minute. Discover the foolproof way to create a powerful, customized business plan in minutes! It's the same business plan template that has already guided hundreds of successful business owners - and it can help you achieve success, too!

    Read The Top 6 Reasons Why
    The Tax Preparation Business Plan Package
    Beats The Competition...

    Why is this product any different from the others on the market? It's simple. This plan was developed only after every product on the market was purchased, thoroughly reviewed and evaluated by leading business plan and tax industry experts.

    During this review, our business plan experts identified hundreds of problems in the other so-called solutions on the market. The top six reasons why The Tax Preparation Business Plan beats the competition are listed below.


    Reason #1

    It's The Only Plan on the Market
    that Held Up Under the Scrutiny of
    a Professional Review Team

    Before we ever made this plan available for sale, we had a third-party review team evaluate it in its entirety.

    The review team included:

    • A well respected banker with 25 years of lending experience.

    • A former vice president of franchise operations for one of the nations largest fast food chains and founder of several successful businesses.

    It was only after the third-party review team gave The Tax Preparation Business Plan a unanimous thumbs up, that we felt confident offering it to our valued customers.


    Reason #2

    It's Written From Scratch
    Specifically for the Tax Preparation Business

    Your plan is professionally researched and created from scratch with all of the necessary details and relevant data bankers and investors require.

    True Story: During the research phase, developers identified, on more than one occasion, plans referencing completely different industries.

    You'd be amazed by the lack of professionalism we found, many times stating check cashing or pizza instead of tax prep! This is an automatic lender or investor reject.

    And it shows just how generic these business plan templates are, which can't be good for your business.


    Reason #3

    It's Properly Formatted
    the Way Investors,
    Partners and Banks Want It

    Bankers, partners and investors require business plans within a standard format and length. In addition to overall plan length, section content and length are also critical.

    One of the tax prep plans reviewed during research was nearly three times too long! A banker, among the research team, with 25 years experience simply shook his head and laughed saying, "Nobody would ever read that."

    But The Tax Preparation Business Plan adheres to best practice business plan writing standards impressing bankers, attracting funds and following a successful guideline millions of business owners use.


    Reason #4

    We've Cut The Fluff

    A business plan should be clear and concise, illustrating your business' feasibility. Any irrelevant information is frowned upon.

    Over and over again, our business plan experts found competitor plans with random sections dedicated to other industries.

    It was clear these companies never expected anyone to actually READ the materials provided, since many of the elements included were of no use for the tax prep entrepreneur.

    It was also obvious that these companies used inadequate business plan development, which is a cause for immediate rejection.


    Reason #5

    It's Fully Researched
    with Up-to-date Data and Statistics
    from Reliable Sources

    The Tax Preparation Business Plan Package was developed and researched using trusted, contemporary resources and market data.

    All of the difficult to find industry research is completed for you - with statistics, forecasts and market data saving time, effort and stress.

    When you build your tax prep business plan with real research from accurate sources, you're free to focus on all of the other startup tasks at hand.


    Reason #6

    It's The Only Plan Offering an
    Iron Clad, 60-Day Money Back Guarantee

    Some might call us crazy for offering a 60-Day money back guarantee. But we want to ensure each and every customer is completely satisfied with their purchase.

    You won't find this strong of a guarantee elsewhere. Why? Other companies sell worthless plans that might look great on paper, but won't hold water at the bank or actually even help you plan out your business.

    If you're not completely satisfied with The Tax Preparation Business Plan for any reason, we'll refund your money - it's that simple.

    You have absolutely nothing to lose.


    "Want to Know What Other Entrepreneurs
    are Saying about Our Business Plan?"

    Hundreds of actual users have written to us praising this powerful business plan template kit. Just look at what they're saying:

    "The financials were incredibly helpful."

    I do not have a finance background at all, but looking at the financials and seeing what was important really has taught me how to think about things from that angle. Very helpful.

    I would recommend the business plan as a tool to help get focused; it's definitely a great outline and the financials are essential and well done.

    Jennifer Dundas
    Brooklyn, New York


    "It Contained Key Information for
    Starting a Business!"

    I would recommend this business plan to others because it's important to have good solid information when starting a business and any materials that can dispel some of the myths and put things into a clear focus is good.

    Yahya Muhammad
    Chicago, IL



    "Is The Tax Preparation Business Plan Package Right for Me?"

    The Tax Preparation Business Plan is designed to accommodate all of the most common tax industry situations.

    Do any of the following situations describe you?

    • Considering the Benefits of Launching Your Own Tax Business?

    • Starting a Tax Service Business?

    • Buying an Existing Tax Prep Business?

    • Need to Objectively Assess Your Current Business?

    • Looking for Growth or Startup Capital?

    Regardless of your particular situation, The Tax Preparation Business Plan offers the essential groundwork you need to create a customized plan that will impress investors, lenders and potential partners as well as help you plan for the success of your store.

    System Requirements

    The Tax Preparation Business Plan Template requires Microsoft® Word, Microsoft® Excel and Adobe Acrobat (a free program). You can open and begin editing the business plan on either a Mac or PC.

    "How Much Does The
    Tax Preparation Business Plan Package Cost?"

    You would expect to pay $1,500 to $5,000 if you hired a consultant to research, write and design a professional business plan for your new tax preparation store. But, let's face it. Unless you already have extensive capital, that just isn't an option.

    You can take the short-cut and buy a generic business plan software program. But this lacks the refined industry research necessary to gain a true market outlook. You also face the risk of frequent typos, which translate into instant rejection from any legitimate bank or lender.

    But our Tax Preparation Business Plan gives you everything you need for hundreds or even thousands less than you'd pay for other solutions on the market.

    Get a professional, well-researched business plan that can be specifically customized for your tax business at our low introductory rate of just $47.00!

    100% Satisfaction Guarantee - Risk Free!

    If, for any reason, you're not completely satisfied with The Tax Preparation Business Plan, simply return it for a complete refund within 60-days - Risk Free. If you don't like it - you won't pay for it. Period. You have nothing to lose.


    Plus, You'll Also Get These
    Incredible FREE Bonuses

    ($261.00 Value - Yours Free!)

    Free Bonus Pack #1

    Get The Secret To Launching and Running
    A Highly Profitable Tax Prep Business!

    ($47 value)

    We want to help you succeed in the tax business, which is why we'd like to introduce you to this audio course that answers every tax business start up question you might have.

    The audio course, "Starting and Running a Successful Tax Business" with Evelyn Johnson, founder of Abaco Income Tax and Accounting Services, is filled with in depth tax business information from someone who knows what it’s like to build a tax business from the ground up.

    With over 25 years experience in the field, Evelyn reveals how you can make your tax business a thriving success, just as she has and with very little start up money.

    In this revealing interview Evelyn goes into explicit detail about:

    How much money you’ll need to get started – It’s probably less than you think. Plus, how you can save money by working from home!
    What to look for in an office space – Approximate square footage, how much it should cost, site selection and more so you don't waste your money.
    The best tax software available that Evelyn has been using for over 20 years to build her successful business. The key to success is getting the right tax software!
    Who you should hire – A surprising answer!
    The key to hiring the right people, and how to keep employees happy and motivated.
    Inexpensive ways to advertise when you’re just starting out, where not to advertise, how to sell yourself, what your ads should look like, and much more.
    Success Secrets: The number one thing clients want from you (it’s not just having their taxes done.)
    The most common pitfall tax business entrepreneurs make and how to avoid it so your business doesn't suffer.

    Free Bonus Pack #2

    Tax Preparation Business Success Guide

    ($47 value)

    The tax business success guide is filled with over 20 pages of tax industry tips and secrets to success. This comprehensive guide is loaded with critical business information on the following topics:

    Business Plan Writing Guide - Get a breakdown of what each business plan section should include and what mistakes to avoid when writing a plan!
    Site Selection and Location - Find out how to pick the best location to make the highest profits!

    Lease Agreement Sample - Get an easy-to-use lease agreement template and save thousands on attorney fees!

    Permits and Licenses - Learn which permits and licenses you'll need to open shop!

    Business Owner Checklists - Find out if you have what it takes to operate a successful tax prep business.


    Free Bonus Pack #3

    Tax Business "How To" Guide.

    Find out everything you need to know about starting and operating a successful tax business.

    Free Bonus Pack #4

    An Audio Recorded Interview on Systemizing Your Business

    ($67 value)

    Peter Bowen
    Business Systemization


    Operating a tax business can demand long grueling hours of your time - especially during tax season. However if you put operational processes in place, you can hire others to run your store.

    Then you are free to take time off and enjoy being an entrepreneur and the money you make.

    In this audio interview, Peter Bowen reveals how to systemize your business so you don't have to be there everyday. No small business owner should ever again be a slave to their business.

    We own businesses to support our lives, but too often it seems that our lives and happiness are the fuel for the engines of commerce.

    About Peter Bowen
    Peter has been an entrepreneur since childhood when he sold ice creams off a homemade ice cream cart at 12 years old.

    Peter has always been driven and a hard worker. He graduated Cum Laude and is a registered Professional Engineering Technologist. His engineering background has led him to become a systemizing expert.

    Free Bonus Pack #5

    How to Get an SBA Loan: Your guide to the most popular SBA loans and how to secure the funds you need for your business!

    So you've decided you want to start your own business, great! But before you get too far ahead of yourself, you need a plan to finance your business.

    One of the best resources entrepreneurs turn to is the SBA. This FREE ebook will explain the differences between the different types of SBA loans and describe what type of business they work best for. Learn what important tools you will need to put you ahead of the rest when it comes to getting your loan APPROVED!



    All of these bonuses
    ($261.00 value) are yours free!

    "Includes a lot of the Specific
    I've Been Looking for..."

    WOW! Great stuff in these bonuses. They explain a lot about subjects I didn't understand clearly, and include a lot of the specifics I've been looking for. Looks like you spent a great deal of time documenting the details!

    Daria Castiglione
    Denver, CO


    "So, What's The Catch? Why am I Selling
    'The Tax Prep Business Plan Plus All Bonuses'
    for Less Than $150, or even $100?"

    Well, for one simple reason.

    Since you will be accessing The Tax Preparation Business Plan Package directly via the Internet (it is a download only), I have no inventory or order fulfillment costs. There's no shipping department, no receptionist, no materials, etc. I only have to worry about online costs.

    Therefore, I can pass those savings on to you. This is a win-win for both of us! I save in costs and you save in price and still get the quality business plan you can be proud to show any investor or bank!

    You can be editing this business plan and be well on your way to owning your own tax preparation business in 5 minutes! Even if you have never downloaded something from the Internet before, it comes with instructions and it’s so easy!

    The files are small so it takes less than 2 minutes to download (on the slowest dial up Internet access) and it won't kill your computer's storage space.

    • Zero shipping costs.
    • No waiting time, forget having to wait weeks for postal delivery.
    • No risk of products lost in the mail or damaged.
    • You receive the business plan at a lower price because it costs us less to produce.

    Yes, Please Send Me The 
    Tax Preparation Business Plan 2013 Package!

    >> I understand that this order will include the fully customizable Tax Preparation Business Plan that I will download immediately after purchasing.

    >> I understand that I'll also receive the Incredible Bonuses
    ($261.00 Value) absolutely free!

    >> I understand that the order occurs via an industry-leading secure server and that my ordering information is completely safe.

    >> I understand that I have the choice to pay the one-time only, introductory fee of just $47.00 with my Visa, MasterCard, American Express, Discover or PayPal.

    >> I understand that if I'm not completely satisfied, I can return my purchase for a full refund within 60-days.

    >>To go to our secure order page, simply click on the link below.

    Download Only - Not a software.


    Thanks for your interest in The Tax Preparation Business Plan! In ordering, you're making one of the best decisions you'll make all year. This solution continues to help thousands of tax prep business owners and entrepreneurs, simplifying business plan development and helping them achieve their revenue goals.


    Wishing You Success in Your Tax Preparation Ventures,

    Ryan Mitchell
    Founder of


    P.S. If you came to this Web site looking for information on how to make money in the tax business, this plan is for you. No other customizable plan and resource offers such professional, in-depth insight into this exciting industry. And you can order it here right now!

    P.P.S. We've made sure you've got plenty to gain and nothing to lose with our 60-Day Risk Free Money Back Guarantee. PLEASE NOTE: Because I'm currently offering this business plan at less than one third the price of competitors, this price may not last long! So do yourself a favor and order it now before the price goes up!

    P.P.P.S. Don't wait! Opportunity favors the well prepared. This business plan and the supplements included will help you crystallize your vision and help you on your way to making your dream come true.


    Tax Preparation Business Plan