Executive Summary
Cooper Taxes and Accounting Services is a small Orlando based tax and accounting business owned by Alberio Osorio. Cooper Taxes staff consists of an office manager, office assistant, tax specialist and accountant. Cooper Taxes offers tax planning, preparation services, full-service accounting solutions and accounting services to individuals and corporations. Cooper Taxes plans to add insurance sales and financial advising services to the current portfolio. Cooper Taxes has shown great growth to date and invested in education and licensing for the entire staff.
Business Description and Vision
Cooper Taxes offers new and current clients a one-stop-shop dealing with tax planning, preparation, filing, setting up a corporation, full service corporate accounting, planning for the future and providing insurance for the unforeseen.
Cooper Taxes and Accounting Services vision is to ease the stress of its client’s money issues by providing expert knowledge and trustworthiness with a genuine concern of each client needs. Cooper Taxes for sees an increase in year round clients as more individuals and corporations learn about the convenience and peace of mind found within.
Definition of the Market
Tax and accounting services is a much needed industry within the larger world of business. The services provided by tax and accounting professionals allows small business owners to give the most confusing part of owning a business to an expert. The small business owner is able to focus on other aspects of the business. The most critical aspects in the tax and accounting industry are accuracy and timeliness. The client needs the information to be correct and delivered in a timeframe that will allow the business to make informed decisions.
The targeted market for Cooper Taxes and Accounting Services is two-fold, as a small tax and accounting firm. The business markets to both individual clients and small business clients. Currently Cooper Taxes and Accounting has 600 individual clients and 50 small business clients. Within the next year, the projected numbers are to increase to 1000 individual and 100 small business clients. Individual tax returns represent the majority of the income for the business. Cooper Taxes earns nearly 70% of the business’ annual income during tax season, which represents 25-30% of the year.
Cooper Taxes and Accounting Services implemented insurance sales and financial advisory with plans to increase its monthly cash inflows and client base. These two (2) new services offered will be made available to new and existing clients this tax season. Cooper Taxes and Accounting Services are offered in one location in turn will make the business a natural choice for clients. In addition to convenience, Cooper Taxes and Accounting Services strongly believes customers will chose to enroll in their new services from among others due to a peace of mind and confidence the business and staff can offer. Clients coming to Cooper Taxes and Accounting Services for other services, such as filing their taxes, will choose a financial advisor /insurance agent who are trusted and familiar to them and their situation.
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