Tax Preparation Business Plan Template [Updated 2024]

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VIII. Management Team

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

Management Team Members

[Company Name] is led by [Founder’s Name], 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].

Hiring Plan

[Founder] will serve as the CEO. To launch the tax consulting company, the company will need to hire the following personnel:

  • Tax preparation experts [Number]
  • Assistant Manager [Number]
  • Relationship Manager [Number]
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