Marketing Plan for Tax Service Business
Express Tax Services Marketing Plan
Group E
Executive Summary 4
2.0 Situation Analysis 4
2.1 Market Summary 5
2.1.1 Market Demographics 5
2.1.2 Market Needs 6
2.1.3 Market Trends 7
2.2 SWOT Analysis 8
2.3 Competition 9
2.4 Product Offering 10
2.5 Keys to Success 11
2.6 Critical Issues 11
3.0 Market Strategy 11
3.1 Mission 11
3.2 Marketing Objectives 12
3.3 Financial Objectives 13
3.4 Target Markets 13
3.5 Positioning 14
3.6 Strategies 14
3.7 Marketing Mix 14
3.8 Marketing Research 17
4.0 Financials 17
4.1 Break-Even Analysis 17
4.2 Sales Forecast 18
4.3 Expense Forecast 19
5.0 Controls 20
5.1 Implementation 20
5.2 Market Organization 21
5.3 Contingency Planning 21
1.0 Executive Summary Express Tax Services is a tax preparation company that caters to individual customers and small businesses. Express Tax Services has ten offices located in the city of Anytown, USA. Express Tax Services uses an individualized approach with each customer, therefore allowing the customer to achieve his or her desired goals in regards to tax preparation services. We also provide the customer with convenient, expedient yet accurate preparation of their tax return through offering various services such an online tax preparation. The target market for Express Tax Services comprises several population segments:
The individual customer who does not feel comfortable preparing his or her own taxes and would trust this service to a professional.
The individual customer who has prepared their own taxes, but prefers verification from a tax professional and would like their taxes filed electronically to minimize the amount of time it takes to receive their refund.
The small business customer who has a less than
Group E
Executive Summary 4
2.0 Situation Analysis 4
2.1 Market Summary 5
2.1.1 Market Demographics 5
2.1.2 Market Needs 6
2.1.3 Market Trends 7
2.2 SWOT Analysis 8
2.3 Competition 9
2.4 Product Offering 10
2.5 Keys to Success 11
2.6 Critical Issues 11
3.0 Market Strategy 11
3.1 Mission 11
3.2 Marketing Objectives 12
3.3 Financial Objectives 13
3.4 Target Markets 13
3.5 Positioning 14
3.6 Strategies 14
3.7 Marketing Mix 14
3.8 Marketing Research 17
4.0 Financials 17
4.1 Break-Even Analysis 17
4.2 Sales Forecast 18
4.3 Expense Forecast 19
5.0 Controls 20
5.1 Implementation 20
5.2 Market Organization 21
5.3 Contingency Planning 21
1.0 Executive Summary Express Tax Services is a tax preparation company that caters to individual customers and small businesses. Express Tax Services has ten offices located in the city of Anytown, USA. Express Tax Services uses an individualized approach with each customer, therefore allowing the customer to achieve his or her desired goals in regards to tax preparation services. We also provide the customer with convenient, expedient yet accurate preparation of their tax return through offering various services such an online tax preparation. The target market for Express Tax Services comprises several population segments:
The individual customer who does not feel comfortable preparing his or her own taxes and would trust this service to a professional.
The individual customer who has prepared their own taxes, but prefers verification from a tax professional and would like their taxes filed electronically to minimize the amount of time it takes to receive their refund.
The small business customer who has a less than
References: H. & R. Block. http://www.hrblock.com/company.parvfindex.html Jackson Hewitt. http://www.jacksonhewitt.com/Deductionwork Mplans.com (n.d) Accounting firm marketing plan: Franklin and Moore, LLC. Retrieved June 4, 2008. from http://www.mplans.com/spv/3382/4.cfm. Kotler, P., & Lane, K. (2008). Marketing management. Upper Saddle River, NJ: Pearson Custom Publishing.