Tax Preparation Business Plan Template [Updated 2024]

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VI. Marketing Plan

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

The [Company Name] Brand

[Company name] seeks to position itself as a reliable tax preparer, with a 100% accuracy guarantee. Customers can expect value-added services at competitive prices.
The [Company Name] brand will focus on the company’s unique value proposition:

  • Client-focused tax preparation services that maximize returns
  • Service built on long-term relationships
  • Thorough knowledge of the latest tax codes

Promotions Strategy

[Company Name] expects its target market to be households throughout [Location]. The Company’s promotions strategy to reach the audience includes:

Pre-Opening Events
Before opening the tax preparation company, [Company Name] will organize pre-opening events designed for prospective customers, local community, and press contacts. These events will create buzz and awareness for [Company Name] in the area.

Advertisements in print publications like newspapers, magazines, etc., are an excellent way for businesses to connect with their audience. The Company will advertise its company offerings in popular magazines and news dailies.

Social Media Marketing
Social media is one of the most cost-effective and practical marketing methods for improving brand visibility. The Company will use social media to develop engaging content and post customer reviews that will increase audience awareness and loyalty.

Special Offers
Offers and incentives are an excellent approach to assisting businesses in replenishing the churn in their customer base that they lose each year. The Company will introduce special offers to attract new consumers and encourage repeat purchases.

Pricing Strategy

[Company Name]’s pricing will be moderate, so customers feel they receive great value when purchasing our services. The customer can expect to receive quality tax preparation services at a more affordable price than what they pay at a CPA firm.

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