BUSINESS PLAN

2023

Tax Preparation
Business Plan
Maximize Returns, Minimize Stress

John Doe
10200 Bolsa Ave, Westminster, CA, 92683

(650) 359-3153

info@example.com

http://www.example.com

Information provided in this business plan is unique to this business and confidential;
therefore, anyone reading this plan agrees not to disclose any of the information in this
business plan without prior written permission of the company.
Table of Contents

Executive Summary 6
Market opportunity 6
Services Offered 6
Marketing & sales strategies 7
Financial Highlights 7
Units Sold v/s Revenue 8

Company Overview 9
Ownership 9
Mission statement 10
Business history 10
Future goals 10

Market Analysis 11
Target Market 11
Market size and growth potential 11
Market Size 12

Competitive analysis 12
TaxPros Inc. 12

eTax Solutions 13

Brown & Associates CPA 13

Market trends 13
Regulatory environment 14

Products and Services 15

Services 15
Federal Tax Return Preparation 15

State and Local Tax Return Preparation 16

Tax Planning and Consulting 16

IRS Audit Support 16

Tax Resolution Services 17

 Quality Measures 17
Additional Services 17

Sales And Marketing Strategies 18

Unique Selling Proposition (USP) 18
Pricing Strategy 18
Marketing strategies 19
Online 19

Offline 19

Sales strategies 20
Customer retention 20

Operations Plan 21
Staffing & Training 21
Operational Process 21
Software & Technology 22

Management Team 23
Key managers 23
John Doe 23

Jane Doe 24

Sarah Smith 24

Robert Brown 24

Organizational structure 25
Organization chart 25

Compensation plan 25
Advisors/Consultants 26
Michael Johnson 26

Sarah Green 26

Financial Plan 27
Profit & loss statement 27
Cash flow statement 30
 Balance sheet 32
Break-even Analysis 34
Financing needs 36

Appendix 38
 Business planning that’s simpler and faster than you think
Creating a business plan using Upmetrics to start and grow a business is literally the easiest thing
in the World. Simply read the instructions and fill in the blanks. It’s as simple as that.

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AI-powered insights to streamline your plan
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Financial Forecasting Tool

All the financials are calculated for you
Forget the complex formulas and clumsy spreadsheets — with
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Business Plan Builder

Guides you like a business mentor
Upmetrics’ step-by-step instructions, prompts, and the library of 400+
sample business plans will guide you through each section of your plan
as a business mentor.
Executive Summary

An executive summary is the first section of the business plan intended to

provide an overview of the whole business plan.
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 Help tip  Tax Preparation Business Plan

Start your executive summary by briefly introducing your business to your readers.

This section may include the name of your tax preparation business, its location, when it was
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Market opportunity

 Help tip  Tax Preparation Business Plan

Summarize your market research, including market size, growth potential, and marketing trends. Highlight the
opportunities in the market and how your business will fit in to fill the gap.

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Services Offered

 Help tip  Tax Preparation Business Plan

Highlight the tax preparation services you offer your clients. The USPs and differentiators you offer
are always a plus.
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Marketing & sales strategies

 Help tip  Tax Preparation Business Plan

Outline your sales and marketing strategies—what marketing platforms you use, how you plan on
acquiring customers, etc.
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Financial Highlights

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Briefly summarize your financial projections for the initial years of business operations. Include any
capital or investment requirements, associated startup costs, projected revenues, and profit forecasts.
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Units Sold v/s Revenue

Units Sold Revenue

15.00k

10.00k

5.00k

0
Year 1 Year 2 Year 3

Financial Year Units Sold Revenue

Year 1 1,550 $10,000

Year 2 1,800 $12,000

Year 3 2,050 $14,000

 Help tip  Tax Preparation Business Plan

Summarize your executive summary section with a clear CTA, for example, inviting angel
investors to discuss the potential business investment.
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Write a call to action for your business plan.

Company Overview

Depending on what details of your business are essential, you’ll need

different elements in your business overview.
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Describe your business in this section by providing all the basic information:

Describe what kind of tax preparation company you run and the name of it. Here are some of
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Ownership

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List the founders or owners of your tax preparation business. Describe what shares they own and
their responsibilities for efficiently managing the business.
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Mission statement

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Summarize your business’ objective, core principles, and values in your mission statement. This
statement needs to be memorable, clear, and brief.
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Our mission at [Elite Tax Solutions] is to provide accurate,

❛ reliable, and timely tax preparation services to our clients,
helping them navigate the complexities of the tax code with ease.

We are committed to upholding the highest standards of integrity,

transparency, and customer satisfaction, ensuring that our clients
can trust us with their most sensitive financial information.

❜
Business history

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If you’re an established tax preparation service provider, briefly describe your business history, like
—when it was founded, how it evolved over time, etc.
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Future goals

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It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals; they
can be specific targets for revenue, market share, or expanding your services.
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Market Analysis

Market analysis provides a clear understanding of the market in which your

printing business will run along with the target market, competitors, and
growth opportunities.
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To write the introduction section of your market analysis, start by clearly identifying your
primary target market.
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Target Market

 Help tip  Tax Preparation Business Plan

Start this section by describing your target market. Define your ideal customer and explain what types
of services they prefer. Creating a buyer persona will help you easily define your target market to your
readers.
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Market size and growth potential

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Describe your market size and growth potential and whether you will target a niche or a much
broader market.
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Market Size
Available Market
Total individuals and businesses needing
preparation services
20M tax

Served Market
Individuals and businesses our services 5M can reach.

1M
Target Market
Our ideal customers in the served market.

 Help tip  Tax Preparation Business Plan

Identify and analyze your direct and indirect competitors. Identify their strengths and weaknesses, and
describe what differentiates your tax preparation services from them.

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Competitive analysis

TaxPros Inc.
TaxPros Inc. is a well-established independent tax preparation service provider with a strong presence in the
[Location] area.

Features Strengths Weaknesses

Offers a wide range of tax Extensive experience and a Limited online presence and
preparation services large customer base digital capabilities.

Individual and business tax Strong local reputation for Less flexible operating hours
filings accuracy and reliability. compared to some competitors.

IRS audit representation and Skilled and certified tax Pricing is slightly higher than the
tax planning. professionals. industry average.
eTax Solutions
eTax Solutions is an online tax preparation platform that caters to a broad national audience, providing
convenient, cloud-based tax services.

Features Strengths Weaknesses

Offers a user-friendly interface Accessibility and convenience Lack of in-person support, which
with 24/7 availability. may deter some clients.
E-filing options
Competitive pricing and various Limited ability to handle complex
Tax refund tracking
pricing packages. tax scenarios effectively.
Mobile app for on-the-go tax
Strong emphasis on data Heavily reliant on technology,
preparation.
security and privacy. which may pose a challenge for
less tech-savvy customers.

Brown & Associates CPA

Brown & Associates CPA is a local Certified Public Accountant (CPA) firm specializing in tax
preparation, accounting, and financial consulting services.

Features Strengths Weaknesses

Offer comprehensive tax Expertise in complex tax Higher pricing due to the
planning scenarios and high-net-worth specialized services offered.
individuals.
IRS issue resolution Limited online presence and
Personalized, one-on-one marketing efforts.
Bookkeeping, and financial
consultations with clients.
advisory services Potential capacity constraints
Strong network of local during peak tax seasons.
business clients.

Market trends

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Analyse emerging trends in the industry, such as technology disruptions, changes in customer behavior or
preferences, etc. Explain how your business will cope with all the trends.

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Regulatory environment

 Help tip  Tax Preparation Business Plan

List regulations and licensing requirements that may affect your tax preparation company, such as
business registration, Preparer Tax Identification Number (PTIN), state-specific requirements, tax
preparer bond, insurance requirements, etc.
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Products and Services

The product and services section of a tax preparation business plan should describe the
specific services and products that will be offered to customers. To write this section
should include the following:
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To craft the introduction for your "Products and Services" chapter, begin by positioning your
business within its industry, emphasizing its unique strengths or value proposition.
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 Help tip

Describe the tax preparation services your business will offer. This list may include services like,
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Services

Federal Tax Return Preparation

Price: [$250]

Preparation and filing of federal tax returns for

individuals or businesses.

Specifications

• Turnaround time: 7-10 days

• Includes state tax return preparation

• E-filing option available

State and Local Tax Return Preparation
Price: [$150]

Preparation and filing of state and local tax returns for

individuals or businesses.

Specifications

• Turnaround time: 5-7 days

• Consultation for possible state tax credits and

deductions

• E-filing option available

Tax Planning and Consulting

Price: [$300] per hour

Professional tax planning and consulting to help

minimize tax liabilities and maximize credits and
deductions.

Specifications

• In-depth analysis of financial situation

• Proactive tax strategy development

• Ongoing support throughout the year

IRS Audit Support

Price: [$500]

Expert guidance and representation in case of an IRS

audit.

Specifications

• Review of all tax documents

• Preparation for audit meetings

• Representation during audit meetings

 Tax Resolution Services
Price: Starting at [$1,000]

Assistance with resolving tax issues, such as back taxes,

penalties, and audits.

Specifications

• In-depth investigation of the tax problem

• Negotiation with IRS or state tax agencies

• Development and implementation of resolution

strategy

Quality Measures

 Help tip  Tax Preparation Business Plan

Provide a detailed description of each service you provide, including the process involved, the time
required, etc.
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Additional Services

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This section should explain how you maintain quality standards and consistently provide
accurate, reliable, and timely services.
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Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you
will use to attract and retain your clients.
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 Help Tip  Tax Preparation Business Plan

To create an effective introduction for your "Sales and Marketing Strategies" chapter, start by
setting the stage within your specific industry or market.
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Unique Selling Proposition (USP)

 Help tip  Tax Preparation Business Plan

Define your business’s USPs depending on the market you serve, your expertise in the market,
and the unique services you provide. Identifying USPs will help you plan your marketing
strategies.
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Pricing Strategy

 Help tip  Tax Preparation Business Plan

Describe your pricing strategy—how you plan to price your tax preparation services and stay
competitive in the local market.
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  Help tip  Tax Preparation Business Plan

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Discuss your marketing strategies to market your services. You may include some of these marketing
strategies in your business plan—social media marketing, networking, Google ads, brochures, email
marketing, content marketing, and print marketing.


Marketing strategies

Online

Social Media Email Marketing

Utilizing platforms such as Sending out regular newsletters
[Facebook, Twitter, Instagram] to and promotional offers to our
reach potential clients and engage email list.
with our community.

Content Marketing Google Ads

Publishing tax-related articles and Running targeted Google Ads to reach
resources on our website to attract individuals searching for tax preparation
organic traffic. services in our area.

Offline

Brochures Networking
Distributing brochures at local Building relationships with local
businesses and community businesses and participating in
centers. community events.
  Help tip  Tax Preparation Business Plan

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Outline the strategies you’ll implement to maximize your sales. Your sales strategies may include
direct sales calls, partnering with local notary businesses, offering referral discounts, etc.


Sales strategies

Partner with Businesses Referral Programs

Partnering with local notary Offering discounts to clients who
businesses to cross-promote our refer new customers to our
services. business.

 Help tip  Tax Preparation Business Plan

Describe your customer retention strategies and how you plan to execute them. Your customer retention
strategies may include introducing loyalty programs, proactive communication, personalized customer services,
and offering referral discounts.

Customer retention

Loyalty Programs Refferal Discounts

Offering rewards to repeat clients. Offering discounts to existing clients
who refer new customers to our
business.

Personalized Service
Providing tailored services to meet
the specific needs of each client.
Operations Plan

When writing the operations plan section, it’s important to consider the
various aspects of your business operations.

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To create an effective introduction for your "Operational Plan" chapter, start by emphasizing the
pivotal role of efficient operations in the success of your business, underscoring how they
directly impact the quality of services delivered.
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Staffing & Training

 Help tip  Tax Preparation Business Plan

Mention your business’s staffing requirements, including the number of bookkeepers, tax
preparers, and other employees needed. Include their qualifications, the training required, and
the duties they will perform.
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Operational Process

 Help tip  Tax Preparation Business Plan

Outline the processes and procedures you will use to run your tax preparation business. Your
operational processes may include client communication, tax preparation, financial management,
staff management, and regulatory compliance.
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Software & Technology

 Help tip  Tax Preparation Business Plan

Include the list of software and technology required for tax preparation, such as tax preparation software, client
management software, financial management software, document management software, and regulatory
compliance software.
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Management Team

The management team section provides an overview of the individuals

responsible for running your business plan.
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To craft an introduction for your "Management Team" chapter, begin by emphasizing the crucial role
of leadership in the success of any business.
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Key managers

 Help tip  Tax Preparation Business Plan

Introduce your management and key members of your team, and explain their roles and
responsibilities.
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JOHN DOE
CEO - john.doe@example.com

John brings over 20 years of experience in tax preparation and financial

management. His vision for [Elite Tax Solutions] is to provide exceptional tax
services that meet the unique needs of each client.

Education and Professional Background:

• John holds a Bachelor's Degree in Business Administration from the

University of California.
• He is a Certified Public Accountant (CPA) and has worked with some of the top tax
firms in the country before founding [Elite Tax Solutions].
JANE DOE
Tax Manager - jane.doe@example.com

Jane is a detail-oriented tax professional with over 15 years of experience in tax

preparation and planning. She leads the tax team in providing accurate and efficient
tax services to our clients.

Education and Professional Background:

• Jane has a Master's Degree in Accounting from the University of Southern

California and is a licensed Enrolled Agent (EA).
• She has worked with various tax firms and has a wealth of experience in
dealing with complex tax situations.

SARAH SMITH
Customer Service Manager - sarah.smith@example.com

Sarah is dedicated to ensuring that our clients receive the best possible service.
She manages the customer service team and oversees all client interactions.

Education and Professional Background:

• Sarah has a Bachelor's Degree in Communication from the University of

Texas.
• She has over 10 years of experience in customer service and has
completed various training programs in customer relationship
management.

ROBERT BROWN
Accounting Manager - robert.brown@example.com

Robert is responsible for managing the accounting and financial records of our
business. His meticulous approach ensures accuracy and compliance with
accounting standards.

Education and Professional Background:

• Robert holds a Bachelor's Degree in Accounting from the University of

New York and is a Certified Management Accountant (CMA).
• He has worked in various accounting roles, gaining valuable experience in
financial management.
Organizational structure

 Help tip  Tax Preparation Business Plan

Explain the organizational structure of your management team. Include the reporting line and
decision-making hierarchy.
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Organization chart

John Doe
CEO

Sarah Smith
Robert Brown Customer Service Jane Doe
Accounting Manager Manager Tax Manager

Emily Johnson Alice Brown

Michael White Customer Service Senior Tax Associate
Senior Accountant Representatives

Compensation plan

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Describe your compensation plan for the management and staff. Include their salaries,
incentives, and other benefits.
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  Help tip

Mentioning advisors or consultants in your business plans adds credibility to your business idea.
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Advisors/Consultants

MICHAEL JOHNSON
Legal Advisor - michael.johnson@example.com

Michael provides legal counsel to ensure that our business operations comply with
all relevant laws and regulations.

SARAH GREEN
Financial Consultant - sarah.green@example.com

Sarah assists in financial planning and analysis to help us make informed

business decisions.
Financial Plan

When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial
projections for the first few years of your business, You may provide the following:
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To create an effective introduction for your "Financial Plan" chapter, begin by stressing the critical role of a well-structured financial plan in the success
of your venture.
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 Help tip  Tax Preparation Business Plan

The cash flow for the first few years of your operation should be estimated and described in this section. This may include billing invoices, payment
receipts, loan payments, and any other cash flow statements.
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Profit & loss statement

 2023-24 2024-25 2025-26 2026-27 2027-28

Revenue $0 $0 $0 $0 $0

Cost Of Sales $0 $0 $0 $0 $0

General Costs $0 $0 $0 $0 $0

Revenue Specific Costs $0 $0 $0 $0 $0

Personnel Costs (Direct

Labor) $0 $0 $0 $0 $0

Gross Margin $0 $0 $0 $0 $0

Gross Margin (%) 0% 0% 0% 0% 0%

Operating Expense $0 $0 $0 $0 $0

Payroll Expense
(Indirect Labor) $0 $0 $0 $0 $0

General Expense
$0 $0 $0 $0 $0

Bad Debt
$0 $0 $0 $0 $0

Amortization of Current
Assets $0 $0 $0 $0 $0
 2023-24 2024-25 2025-26 2026-27 2027-28

EBITDA $0 $0 $0 $0 $0

Additional Expense $0 $0 $0 $0 $0

Long Term
$0 $0 $0 $0 $0
Depreciation

Gain or loss from Sale

of Assets $0 $0 $0 $0 $0

EBIT $0 $0 $0 $0 $0

Interest Expenses $0 $0 $0 $0 $0

EBT $0 $0 $0 $0 $0

Income Tax Expense $0 $0 $0 $0 $0

Total Expense
$0 $0 $0 $0 $0

Net Income
$0 $0 $0 $0 $0

Net Income (%)

0% 0% 0% 0% 0%
 2023-24 2024-25 2025-26 2026-27 2027-28

Retained Earning
$0 $0
$0 $0 $0
Opening

$0 $0
Owner's Distribution $0 $0 $0

Retained Earning $0 $0
$0 $0 $0
Closing

 Help tip  Tax Preparation Business Plan

The cash flow for the first few years of your operation should be estimated and described in this section.

This may include billing invoices, payment receipts, loan payments, and any other cash flow statements. To unlock help try Upmetrics! 

Cash flow statement

2023-24 2024-25 2025-26 2026-27 2027-28

Cash Received $0 $0 $0 $0 $0

Cash Paid $0 $0 $0 $0 $0

COS & General Expenses $0 $0 $0 $0 $0

Salary & Wages $0 $0 $0 $0 $0

Interest $0 $0 $0 $0 $0
 2023-24 2024-25 2025-26 2026-27 2027-28

Sales Tax $0 $0 $0 $0 $0

Income Tax $0 $0 $0 $0 $0

Net Cash From

$0 $0 $0 $0 $0
Operations

Assets Sell $0 $0 $0 $0 $0

Assets Purchase $0 $0 $0 $0 $0

Net Cash From

Investments $0 $0 $0 $0 $0

Amount Received $0 $0 $0 $0 $0

Loan Received
$0 $0 $0 $0 $0

Common Stock

Preferred Stock
$0 $0 $0 $0 $0

Owner's Contribution
$0 $0 $0 $0 $0

Amount Paid
$0 $0 $0 $0 $0

Loan Capital $0 $0 $0 $0 $0
 2023-24 2024-25 2025-26 2026-27 2027-28

Dividends & Distributions $0 $0 $0 $0 $0

Net Cash From

$0 $0 $0 $0 $0
Financing

Summary

Starting Cash $0 $0 $0 $0 $0

Cash In $0 $0 $0 $0 $0

Cash Out $0 $0 $0 $0 $0

Change in Cash $0 $0 $0 $0 $0

Ending Cash $0 $0 $0 $0 $0

 Help tip  Tax Preparation Business Plan

Create a projected balance sheet documenting your tax preparation business’s assets, liabilities, and equity.

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Balance sheet
 2023-24 2024-25 2025-26 2026-27 2027-28

Assets $0 $0 $0 $0 $0

Current Assets $0 $0 $0 $0 $0

Cash $0 $0 $0 $0 $0

Accounts Receivable $0 $0 $0 $0 $0

Inventory $0 $0 $0 $0 $0

Other Current Assets $0 $0 $0 $0 $0

Long Term Assets $0 $0 $0 $0 $0

Gross Long Term Assets $0 $0 $0 $0 $0

Accumulated Depreciation $0 $0 $0 $0 $0

Liabilities & Equity $0 $0 $0 $0 $0

Liabilities $0 $0 $0 $0 $0

Current Liabilities $0 $0 $0 $0 $0

Accounts Payable $0 $0 $0 $0 $0

Income Tax Payable $0 $0 $0 $0 $0

Sales Tax Payable $0 $0 $0 $0 $0

Short Term Debt $0 $0 $0 $0 $0

 2023-24 2024-25 2025-26 2026-27 2027-28

Long Term Liabilities $0 $0 $0 $0 $0

Long Term Debt $0 $0 $0 $0 $0

Equity $0 $0 $0 $0 $0

Paid-in Capital $0 $0 $0 $0 $0

Common Stock $0 $0 $0 $0 $0

Preferred Stock $0 $0 $0 $0 $0

Owner's Contribution $0 $0 $0 $0 $0

Retained Earnings $0 $0 $0 $0 $0

Check $0 $0 $0 $0 $0

 Help tip  Tax Preparation Business Plan

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

This exercise will help you understand how much revenue you need to generate to sustain or be profitable.
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Break-even Analysis
 2023-24 2024-25 2025-26 2026-27 2027-28

Starting Revenue $0 $0 $0 $0 $0

Net Revenue $0 $0 $0 $0 $0

Closing Revenue $0 $0 $0 $0 $0

Starting Expense $0 $0 $0 $0 $0

Net Expense $0 $0 $0 $0 $0

Closing Expense $0 $0 $0 $0 $0

Is Break Even? 0 0 0 0 0

Break Even Month 0 0 0 0 0

Days Required 0 0 0 0 0

Break Even Revenue $0 $0 $0 $0 $0

Break Even Units

Financing needs

 Help tip  Tax Preparation Business Plan

Calculate costs associated with starting a tax preparation business, and estimate your financing needs and how much capital you need to raise to operate
your business.
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Appendix

When writing the appendix section, you should include any additional information that
supports the main content of your plan. This may include financial statements, market
research data, legal documents, and other
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Create a winning business plan that gets you funded
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