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Tax Preparation Business Plan Template [Updated 2022]

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II. Company Overview


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name], located at [insert location here], is a new tax preparation firm that serves individuals throughout the area. The Company will focus on offering affordable full-service tax preparation with a guarantee of accuracy.

The Company’s primary service consists of consumer tax assistance, including preparation and filing. [Company Name] employs a well-trained staff, who are equipped to maximize the amount of money consumers save on taxes and receive from tax refunds.

[Company Name]’s History

[Founder’s Name] is an entrepreneur who has been in the tax preparation industry for [x] years. [Founder’s name] graduated from the University of ABC, where he majored in accounting. His first job out of college was with the IRS, where he acquired in-depth knowledge of the agency, and learned which filing mistakes cause red flags, and how to navigate tricky tax situations. From there, he worked in progressively responsible roles at a national tax prep franchise, learning how to manage and run a tax preparation business before starting [Company name].

Upon surveying the local customer base and finding an ideal office location, [Founder’s Name] incorporated [Company Name] as an S-Corporation on [date of incorporation].

Since incorporation, the company has achieved the following milestones:

  • Found office space and signed Letter of Intent to lease it
  • Developed the company’s name, logo, and website
  • Created the list of services to be offered
  • Began recruiting key employees with experience in the tax preparation industry

[Company Name]’s Products/Services

[Company Name] offers the following services to its clientele:

  • Basic tax preparation services
  • Standard tax preparation services
  • Full-service tax preparation services
  • Tax-related financial products
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