II. Company Overview
This Section's Contents
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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