Tax Prep Advocates - The Tax Credits Experts

Tax Prep Advocate Franchise Opportunity

At tax prep advocates , we support you with our proven formula for success. As one of the nation's largest and fastest-growing tax preparation companies, there are tremendous benefits to becoming a franchisee.

You deserve a bright future

At tax prep advocates , we support you with our proven formula for success. As one of the nation's largest and fastest-growing tax preparation companies, there are tremendous benefits to becoming a franchisee.

Turn-key success

Tax prep advocates is one of the leading tax preparation franchises, offering millions of customers more than just help with their taxes. The company has transformed the seasonal, tax-only model to one that operates year-round by offering services such as loans, bookkeeping, employee benifits, energy savings, insurance and business computers. With innovative products, technology and marketing, Tax prep advocates offers a turn-key path to success:

The tax business has changed to meet the demands of the consumer

When Netflix offered streaming movie services it was the end of blockbuster. People no longer had to go to a store to rent a movie. Today consumers don’t want to go to an office to do their taxes when they can do it remotely. Tax advocates allows each client to work with our corporate trained experts remotely, leaving our franchise, free to do marketing and see 10 times more customers and offer 10 times more services by outsourcing and focusing on customer relationships and needs based selling using advanced technology, such as the dream score. Dream score identifies peoples needs and offers those solutions without people having to leave their home.

Tax prep advocates is changing the tax services are being delivered . Part of the company that changes the future not part of the industry that gets eliminated

FAQs

WHY IS THE TAX PREP ADVOCATES FRANCHISE OPPORTUNITY THE RIGHT CHOICE FOR ME?

The Tax Prep Advocates franchise system is designed to provide maximum service to the client while offering maximum profit and lifestyle for the franchise owner. We want to help you achieve financial freedom by helping you reach your financial goals. When you join the The Tax Prep Advocates family as a franchisee, you receive:

🟢 Experienced Executive Leadership

🟢 Proven, World-class Operations and Technology Systems
🟢 Year-round Support from the Corporate Office
🟢 Processing of all Tax Services through our tax fulfillment centers overseen by our team of CPA's
🟢 National & Local Innovative Marketing Programs
🟢 Comprehensive On-going Training for Franchisees and Their Affiliates.
🟢 National Brand Recognition and Reputation
🟢 Cross Selling Opportunities through our Dreams Business Resources Partner Program
🟢 Affiliate Platform to grow World Wide with Multiple Income Streams on Multiple Franchises.

HOW MUCH DO FRANCHISEES MAKE?

Our low-cost franchise fee of $2,495 with no expensive start-up fees and no cost for real estate or brick and mortar leases or equipment makes Tax Prep advocates the best franchise opportunity in the world. The Low cost fee and our provens marketing systems allows our franchise owners to realize profits immediately. The question is not should I apply for a TPA franchise, but instead how many locations should I apply for. (10 is the maximum at the start and must have experience)

Because the cost is low and there is large profit on every service we over and time expense on delivering the service the income potential is unlimited. Some of our partners our on track to earn 7 figures in their 1st year as a partner.

DO I HAVE FRANCHISE TERRITORY PROTECTION?

Our franchise territories are marketing territories for advertising only. This does not limit your ability to service clients anywhere and any location. This advantage gives you 20 times more income potential because there is no limit to the client you can service. The Franchise location does give you a corporate office local office for presentations, training or client meetings that prefer to meet in person rather than remote on a zoom meeting.

Each franchise has a dedicated staff for any administrative needs such as collecting documents or greeting clients. The geographic advertising area granted in a territory will typically cover an area in which approximately 5,000 to 10,000 households that need tax preparation, energy savings, financial services or business services. The numbers may vary with population density, geographic layout, road layouts, and traffic patterns.

When advertising leads are generated from google, corporate website or other advertising means the leads will be sent to the closest geographic office location. When determining a franchise territory, we also look at demand for paid tax preparation and electronic filing, demographic factors, and other pertinent market factors in the area.

WHAT IS THE TERM OF THE FRANCHISE AGREEMENT?

Our franchise agreements are for five years. $2,495 per year paid in advance or can be financed with a low monthly fee for 24 to 36 months. They can be renewed for successive five-year terms if you are not in default of any provision of your franchise agreement.

IS THERE A DIFFERENCE IN COST BETWEEN NEW AND EXISTING LOCATIONS?

Prices for existing locations are decided solely between the buyer and the seller and can vary greatly based upon size, location, profitability, etc.

WHAT IS THE INITIAL INVESTMENT?

$2,495 per year for 5 years paid in advance $12,470 or can be financed with a low monthly fee for 24 to 36 months. They can be renewed for successive five-year terms if you are not in default of any provision of your franchise agreement. The class room training certification fee is $995 per year. The Social Marketing fee is $297 per month. The office admin fee is $99 per month. The entire cost can be broken into a monthly fee of less than $800 dollars per month. This low monthly fee makes Tax Prep Advocates the most profitable franchise opportunity of all time.

HOW MUCH DOES A TAX PREP ADVOCATES FRANCHISE COST?

Currently, the initial franchise fee for a 5 year standard territory is $12,470. Our inexpensive fees result in a low-cost franchise one of the best values in the franchise world!

CAN I GET FINANCING ASSISTANCE?

YOU SURE CAN! Financing assistance may be available. For information on available financing options, please contact your Franchise Development Representative. We also have established relationships with several preferred lenders, including Small Business Administration (SBA) lenders, that can assist you with all your financing needs — for everything from supplies to working capital. We also have private lenders.

WHO IDENTIFIES MY FRANCHISE LOCATION?

Our operations team can help you choose the perfect location for your new business. We provide local market knowledge, demographics, and traffic patterns to help you find a prime location in your exclusive territory. We will also assist you with lease review and negotiation along with visibility options.

WHAT SUPPORT WILL I RECEIVE AFTER TRAINING IS COMPLETED?

Our proven system provides you with ongoing support in the following areas:

🟢 Networking meetings with other Tax Prep Advocates franchisees

🟢 Our annual convention

🟢 Newsletters

🟢 Office visits

🟢 Unique and effective business tools

🟢 Franchisee intranet site

🟢 Tech, Tax, Operational, and Marketing Support

🟢 Professional growth and development programs

🟢 Regional marketing campaigns to increase brand awareness and strong local franchisee marketing plans

🟢 Regular webinars with best practices and trending topics to keep you up-to-date

HOW CAN I CONTACT YOU FOR MORE INFORMATION?

Call 1-555-444-6666 email us at [email protected] to get more information.

Tax Prep Advocates helps leverage federal and state credits and incentives to help potentially lower your tax burden and enhance the return on your capital expenditures.

Unlock Your Tax Savings Now!

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Our Mission

Unlike many consulting firms that provide a range of services, Tax Prep Advocates exclusively specialize in tax credits and incentives. Our dedicated team of professionals delivers top-notch client service, thorough data analysis, and extensive industry experience, enabling us to effectively assess and manage tax credits and incentives for our clients.

Our approach involves meticulous research into each piece of tax credit legislation to gain a deep understanding of the eligibility criteria. While numerous companies offer tax credit and incentive consulting, our unique focus sets us apart as one of the very few dedicated to this specialized area.

Our Key Areas of Service

Self Employed Tax Credit

The self-employed tax credits provide tax savings for individuals who could not work due to COVID-19. These credits offset any tax liability created from self-employment income in the taxable year. Since these credits are refundable, taxpayers could potentially receive a tax refund if their tax bill has been covered.

The SETC is a specialized tax credit designed to support self-employed individuals during the COVID-19 pandemic. It acknowledges the unique challenges faced by those who work for themselves, especially during times of illness, caregiving responsibilities, quarantine, and related circumstances. This credit can be a valuable resource for eligible individuals to help bridge financial gaps caused by unforeseen disruptions.

Whether you're a self-employed business owner, a 1099 subcontractor, or a family-centric small business, the Self-Employed Tax Credit holds the potential to bridge the gap left by more traditional forms of support.

Research & Development Tax Credit

The Research and Development (R&D) Tax Credit remains one of the best opportunities for businesses to substantially reduce their tax liability. For what amounts to their daily activities, companies from a wide range of industries can qualify for federal and state tax savings high enough to allow companies to hire new employees, invest in new products and grow operations. Now, due to recent modifications and expansions over the years, more companies than ever before can benefit from this valuable incentive.

Only $15 Billion out of the total $100 Billion available was claimed last year. As a leader in research and development tax incentives, Tax Prep Advocates recognizes that the steps you take today can impact the outcome of current and upcoming audits. Our licensed, experienced tax experts consult with our CPA partners and clients, serving as an extension of your team.

With tax prep advocates you get bookkeeping, tax return accounting, and R&D credit support all under one roof. We already know your numbers from the ground up. That means we work fast and efficiently to identify expenses and maximize your savings.

Employee Retention Tax Credit Audit Service

Even though the IRS has initiated audits on ERC claims, the possibility of being audited might not arise for several years, given the statute of limitations that allows audits up to 5 years from the date of return filing. Don't risk compromising your chances of a favorable ERC audit outcome due to the passage of time and team attrition.

Tax Prep Advocates can assist in adequately documenting your position for an ERC audit, ensuring audit readiness by reviewing your ERC position, crafting a memorandum opining on eligibility, and organizing data in a secure centralized location. In some cases we may even find you were owed additional money not claimed in your initial filing.

If a third-party firm or your payroll provider filed your ERC claim, your organization may be vulnerable to an IRS audit. Successfully defending an audit requires a thorough understanding of general ERC eligibility criteria and specific details on how your business was impacted by COVID-19 restrictions. Our team collaborates with you to comprehend your COVID journey and position you for success in an IRS audit.

Government Grants

Is government funding part of your business strategy? If not, it should be. We help you successfully access millions of dollars in grant funding to help support your future business growth needs.

Every year, both federal and local governments allocate billions of dollars in the form of non-repayable grants and interest-free loans to bolster American businesses. The primary aim is to foster economic growth and prosperity by promoting investments and continual innovation.

There are thousands of grant programs available, all with varying funding amounts, criteria, and timelines. Most grants are awarded on a first-come-first-serve basis, making it critical to align your planned projects with the most lucrative programs available. Unlike the R&D Tax Credit, grants require you to apply for funding before you incur any costs as you must pre-qualify to receive funds. Your planned investments will be reviewed, and once approved, funding is awarded.

Work Opportunity Tax Credit

This is a federal hiring incentive program that allows businesses to receive tax credits per each eligible new hire.

The Work Opportunity Tax Credit (WOTC) Program is designed to incentivize employers who hire individuals from specific target groups. Employers may qualify for a tax credit for each eligible employee hired, contingent upon the individual's qualifications.

Here's the positive news: it's probable that your company is already bringing on board individuals who meet the criteria, potentially making you eligible for WOTC. On average, 1 in 5 new hires can qualify your business for this tax credit.