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1268427454 Listo Tax Client Presentation 3 3 10 7

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Master Tax Service Franchise

Master Tax Service Franchise


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Transcript

  • 1. WELCOME TO LISTO TAX SOLUTIONS CLIENT PRESENTATION
  • 2. OUR HISTORY
    • Founded by Clayton Cathcart
    • Established in 1996
    • Began Franchising in 2009
    • Company Owned Units: 1
    • Franchised Units: 0
    • Projected new Units: 12
  • 3. WHAT WE PROVIDE
    • A Listo Tax Solutions™ business center offers tax preparation and other business
    • services to the general public, but with a niche focus on the Hispanic community in the area
    • Listo Tax Solutions is your complete resource for confidential, accurate, efficient and affordable tax, accounting, payroll and translation services.
    •  
  • 4. Motto
    • At Listo Tax Solutions you will find that we are Listo (ready) to serve you.   
    • In fact that is our motto
    • ‘ Estamos Listos’
    • (we're ready).
  • 5. THE INDUSTRY
    • “ There are two things you must do in this life. Breathe and pay taxes!”
    Everyone pays taxes
  • 6. WHY LISTO TAX SOLUTIONS?
    • Experience and a proven business model
    • An easy-to-use system. No tax or accounting experience is necessary.
    • Recession-resistant. Taxes must be filed every year, no matter what the state of the economy.
    • Tools to reach the community
    • Comprehensive training
    • Ongoing support
    • Rare opportunity to serve the nation’s largest emerging market
    • Deliver professional services with integrity and respect
    • Develop trusted relationships by offering a comfortable, confidential experience
    • Pride of business ownership
    • Limited risk, high reward
  • 7. COMPETITION
    • H&R Block
    • Jackson Hewitt
    • Liberty Tax Services
    • Local tax preparation companies
    • Regional/National Accounting Firms
    • Computer Software
  • 8. WHAT SETS US APART
    • We train you how to hire staff to market to the Hispanic community.
    • Most tax franchises leave few options after April 15 th . We give you the opportunity to earn money year round by including accounting, payroll, and translation services.
    • Professional work stations that are second to none!
    • Private Interview stations ( with Identity Theft on the rise, this is a very sellable point with potential clients.)
    • Customer Service that will keep your clients coming back year after year!
    • Lower Franchise Fee and Royalty Fee than the competition.
  • 9. TARGET MARKET
    • 18-57 year olds with annual gross income from $8,000-$75,000
    • Single and married couples
    • Families with Children
    • Ideal profile community-Families with an average median household income from $30,000-$50,000
    • Hispanic Community
  • 10. PROVEN SYSTEM
    • Built a system that allows freedom and support while maintaining structure within the brand.
    • A process available to allow flexibility of the franchisee improves profitability !
  • 11. TRAINING
    • The Initial Training Program covers a variety of topics relevant to the franchise relationship including:
    • Review of your contractual duties under the Franchise Agreement
    • Philosophy and culture of the Listo Tax Solutions™ System
    • Client service
    • Use and protection of the Listo Tax Solutions™ Licensed Marks and Confidential Manual
    • Hiring and delegation of operating functions to management-level employees Including the Operations Manager
    • Reporting obligations
    •  
    • 40 hours of training
    • 80 hours optional tax training
    • Online continuing education
    • On-site training for additional fee
    • We hold the Initial Training Program at an operating Listo Tax Solutions™ business center that we designate.
  • 12. SOFTWARE SYSTEM
    • LISTO COMPLETE ACCESS
    • Provides Pro-Active support that is available 24 hours a day and is constantly being updated!
    • Ordering marketing materials
    • Furniture orders
    • Suggestion and message board for extensive training
    • Ability to forward complicated documents to corporate office, which will be filled out and submitted back to your office the same day!
  • 13. CANDIDATE QUALIFICATIONS
    • Business Experience
    • Meets financial requirements
    • Ability to work well with others
    • No Spanish language skills required
  • 14. FINANCIAL INFORMATION
    • SINGLE UNIT
    • Cash Investment: $50,000
    • Total Investment: $45,200-$82,200
    • Minimum Net Worth: $100,000
    • Franchise Fee: $20,000
    • Royalty: 11.5%
    • Ad Fee: 3%
    • Site Location: 700-1500sq ft
    • Financial Assistance Provided: NO
    • Site selection Assistance: YES
    • Co-Op Advertising: YES
    • Passive Ownership: Possibly
  • 15. FINANCIAL INFORMATION
    • 3-Pack
    • Cash Investment: $65,000
    • Total Investment: $74,200-$111,200
    • Minimum Net Worth: $150,000
    • Franchise Fee: $49,000
  • 16. FINANCIAL INFORMATION
    • Master
    • Cash Investment: $185,000
    • Total Investment: $146,000-$435,000
    • Minimum Net Worth: $300,000
    • Franchise Fee: $136,000-$380,000
    • ( 50/50 Split with Corp Office )
    • Royalty: 45/55 split
  • 17.
    • QUESTIONS AND ANSWERS