Funding Your Tax Preparedness Biz: Create a Winning Pitch Deck

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  • Issue
  • Solution
  • Market validation
  • business model
  • Competition
  • Founding team
  • Traction
  • Fundraising


The tax preparation industry has become increasingly complex, and individuals and businesses are finding it difficult to navigate the tax system. With changing tax laws, regulations and deductions, it is difficult for taxpayers to stay current and maximize their potential tax savings. One example is Anne, a small business owner and mother of two, who found herself overwhelmed by the complexity of the tax system, leading to unnecessary losses and penalties.

Anne’s story

Anne started a small business selling homemade merchandise on Etsy two years ago. As her business grew, Anne realized that she needed professional help with her taxes. She decided to hire a traditional income preparation agency, hoping they would provide expert knowledge and advice. However, Anne was disappointed with the service and support she received. In particular, she found the process overwhelming, with complex paperwork and endless questions about her company’s finances. To her surprise, Anne ended up with fewer deductions than she expected and even incurred additional penalties for errors in her tax record.

Relevance of the issue

The tax preparation industry is growing rapidly, with more than 137 million people filing tax returns in 2020. Filing taxes can be confusing and stressful for many people, leading to errors and difficulties in navigate the system. The complexity of the tax system also makes it difficult for taxpayers to identify potential deductions for savings. Additionally, taxpayers who are self-employed, have rental properties, or operate small businesses face even more hurdles. This problem is particularly important for people like Anne, who already juggle several responsibilities.

Current solution to the problem

Traditional tax preparation agencies exist to help people file their taxes. However, these agencies often have high fees, which are sometimes not worth it. Additionally, many taxpayers find that these agencies do not provide personalized advice specific to their financial situation. Instead, traditional tax preparation focuses primarily on filing the tax return rather than helping taxpayers optimize their finances. In today’s complex tax landscape, there is a need for better and more efficient solutions.

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Why does the problem exist?

The complexity of tax laws and regulations makes it difficult for individuals and businesses to understand and properly file their taxes. Additionally, many traditional tax preparation agencies do not take the time to educate taxpayers about deductions and potential savings, resulting in lost opportunity. The tax system has become more complicated over time, requiring people to have a more technical knowledge of tax laws and regulations. The problem exists because few people have the time or expertise to effectively navigate this complexity, leading to errors, missed opportunities, and financial loss.

Solution / value proposition

Our tax preparation agency will provide an easy and stress-free tax preparation process for individuals and small businesses. We understand the difficulties and complexities of tax regulations and strive to provide an affordable solution.

Our solution includes a user-friendly online platform that simplifies the tax process. Clients can easily upload their financial documents to the platform, and our team of certified tax professionals will prepare their tax returns. We also offer personalized tax advice and planning services, ensuring that our clients make informed decisions in preparation for their future.

We recognize that filing taxes can be a daunting task, which is why we prioritize our clients’ peace of mind. We promise fast turnaround times and offer 24/7 customer support to address any concerns or inquiries. Our solution is cost-effective and efficient, providing customers with an invaluable service they can trust.

Our platform is designed to be engaging and user-friendly, providing a seamless tax preparation process. Clients can easily access their tax information anytime, anywhere through our mobile app or online platform. Our solution offers a wide range of features that include:

  • Easy to use forms
  • Electronic signature capabilities
  • Secure file upload and storage
  • Real-time progress updates and notifications

With the expertise of our tax professionals, our platform ensures accurate and timely tax preparation, providing our clients with a hassle-free experience.

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Overall, our tax preparation agency solution provides a convenient, affordable, and reliable way to file taxes for individuals and small businesses. We aim to provide a complete solution that both meets the needs of our clients and eases the burden of revenue preparation.

Market validation

According to market research, the tax preparation industry is a lucrative market with a tam of approximately billion. The industry has grown steadily over the past decade and is expected to continue growing at a rate of 3.3% per year. It is a highly competitive market with a few key players dominating the market.

Our addressed market consists primarily of small business owners and individual taxpayers who require tax preparation services. Revenue per customer varies depending on the complexity of their tax situation. For small business owners, the revenue generated could be in the range of 0 to ,000 depending on the size and complexity of the business. For individual taxpayers, the revenue generated per customer is generally between 0 and 0.

Starting a revenue preparation business is now a good idea as the industry is constantly changing and requires innovative solutions to meet customer needs. Additionally, there is a growing demand for personalized and affordable tax preparation services, which our company can provide.

The market for our company is increasing due to various factors. First, the tax code is constantly changing and becoming more complex, leading more taxpayers to seek professional tax preparation services. Second, the gig economy is growing and more people are starting freelance businesses, creating a need for revenue preparation services. Finally, an aging population is retiring and requires tax preparation services to manage their retirement funds and investments.

Our clients are willing to pay a premium for personalized and efficient tax preparation services. According to a recent survey, clients are willing to pay an average of 0 for tax preparation services, provided they receive value for money.

business model

The business model of our tax preparation agency is to offer comprehensive tax preparation services for individuals and small businesses. We aim to generate revenue by charging clients on a tax yield basis.

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We offer a range of tax preparation products:

  • Basic package: This package includes the preparation of state and federal income tax returns for individuals, which will generate a turnover of 0 per return.
  • Small Business Package: Our small business package includes revenue preparation and consulting for entrepreneurs and small business owners, which will generate 0 in revenue per return.
  • Premium package: Our premium package offers specialized tax services such as international tax preparation and IRS audit representation, which will generate 00 in revenue per return.

Our company’s goal is to maximize revenue while providing clients with quality services that meet their tax preparation needs. Additionally, we also offer accounting and financial planning services, which can generate additional revenue for our business.

Our business strategy is to differentiate ourselves by providing excellent customer service and ensuring a smooth tax preparation process for our clients. We plan to achieve this by building long-term relationships with our clients and providing personalized attention and guidance throughout the tax preparation process.

We expect to generate total revenue of ,500,000 in the first year of operation, with a growth rate of 20% in subsequent years. We plan to expand our business by expanding our operations to other states and introducing innovative tax preparation products.


Our tax preparation agency will face off against some major players in the market, such as H&R Block, Turbotax, and Jackson Hewitt. These competitors are well established and offer a wide range of tax preparation services. Turbotax, for example, is web-based software that allows customers to file taxes independently, while H&R Block and Jackson Hewitt have online and brick-and-mortar locations where customers can get offline and online support with their tax preparation.

Although these players are well established and popular, they have their flaws. For example, Turbotax is often seen as difficult and confusing for new customers. In contrast, H&R Block and Jackson Hewitt tend to be quite expensive, which can drive price-sensitive customers away.

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Our agency is focused on providing a personalized service that sits between Turbotax and H&R Block / Jackson Hewitt. We plan to offer an online-only platform that will include on-demand chat support with experienced tax professionals. This personalized approach will set us apart from the competition and attract customers who need personalized assistance with their revenue preparation.

Our USPs are personalized approach, affordable prices and availability. We believe our combination of cost effectiveness and personalization will make us an attractive option for many clients who don’t want to spend a fortune on tax preparation but want to receive personalized assistance.

We anticipate that our main competitors will be H&R Block and Jackson Hewitt, mainly because these companies are already established and very visible in the market. However, we believe we can steal their customers by offering a more affordable and personalized service.

Our marketing strategy is focused on providing competitive pricing and personalized support to customers who value price and convenience. We will differentiate ourselves by focusing on providing a convenient, client-centric experience that will make tax preparation less stressful and simpler for our clients.

Founding team

Our revenue preparation agency team is a group of highly motivated individuals with a proven track record in the accounting and finance industry. Our team has been carefully handpicked for their expertise, experience and vision to make our adventure a huge success.

Our CEO is our CEO, John Smith, a finance expert with an MBA from Wharton Business School. Prior to joining our agency, John worked at a premier accounting firm, where he gained extensive experience advising clients on tax planning strategies.

Our Chief Financial Officer, Jane Doe, brings over a decade of relevant experience in the field. Jane previously worked for a Fortune 500 company as a financial analyst and has a wealth of experience in financial forecasting, budgeting and analysis.

Our COO, Tom Black, holds an accounting degree from the University of Texas at Austin and brings years of experience managing operations for several successful companies. Tom is responsible for setting up and managing our tax preparation operations, including streamlining processes, establishing quality control measures and ensuring client-related interactions.

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Our team is passionate about helping individuals and businesses prepare their tax returns quickly, accurately, and hassle-free. With our combined expertise and experience, we are committed to providing our clients with tailored solutions and exceptional customer service.

We believe our team members have the complementary skills necessary to meet the challenges of the tax preparation industry. Our team is dedicated to making our business successful and delivering value to our customers, employees and investors.

  • Why choose our team? Our team has a proven track record and complementary skills, making us ideally suited to meet the challenges of the tax preparation industry.
  • What is our goal? Our goal is to provide tailored, hassle-free tax preparation services that exceed our clients’ expectations while providing exceptional customer service.
  • Are there any missing skills? Our budding team is a skilled mix of marketing, accounting and management experts. We believe that our collective expertise is what we need to take our business to the next level.
  • Are we the right people for the challenge? Yes, we are confident that we are the right people for the challenge. With our proven track record and passion for customer service, we are driven to make a difference in the tax preparation industry.


Our revenue preparation agency has made steady progress on its journey to success. We pride ourselves on our data-driven approach to analyzing our metrics and making informed decisions to improve our services.

Our user base has steadily grown over the past year, with a steady influx of new and returning customers. Additionally, we were able to maintain a low Customer Churn Rate , indicating high satisfaction with our services.

  • The number of customers we served increased 40% in the last quarter compared to the same period last year.
  • We have achieved a 91% Customer Satisfaction Rate based on our latest customer feedback surveys.
  • We were able to decrease our Customer Acquisition Cost by 15% through targeted marketing efforts and customer referrals.
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Our progress indicates that we are on track to achieve product market adjustment . Our customers have been consistently satisfied with our services, and we are continually improving and expanding our offerings to meet their changing needs.

Additionally, we have identified a significant opportunity for growth in the market, given the growing demand for tax services and the complexities of the tax system. With our high level of customer satisfaction and growing user base, we believe we are well positioned to capture this market opportunity.

Through our measurements and data analysis, we are confident that our business is thriving and has the potential for continued growth and success in the future.

Fund raising

Our tax preparation agency is seeking 0,000 in seed funding to support our expansion efforts and invest in our marketing initiatives.

The funds will mainly be spent:

  • Product development and improvement of our technology platform to improve user experience and increase efficiency.
  • Marketing campaign to increase brand awareness and acquire new customers.
  • Hiring additional staff to handle increased demand and provide excellent customer service.

With this investment, our agency plans to achieve several milestones:

  • Expand our geographic reach and serve more customers in multiple states.
  • Launch a new service offering for small business owners to meet their tax preparation needs.
  • Create new partnerships with accounting firms and financial advisors to expand our client base.
  • Failure of our operations to accommodate a significant increase in demand.

As a team with extensive experience in tax preparation, we welcome the opportunity to make a significant impact in the industry and help individuals and businesses better manage their financial obligations. We believe this seed funding will allow us to achieve our goals and propel our growth and success in the future.

Funding Your Tax Preparedness Biz: Create a Winning Pitch Deck

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