ask the Tax Pro Inc dba Tulsa Tax Pro

Tulsa Tax Pro, Better on Purpose

 

ask the Tax Pro Inc dba Tulsa Tax Pro. A bookkeeping, payroll, tax service, insurance agency & notary looking for a line of credit or loan for $50,000 to expand by moving into a space better suited for growth, utilize additional software to better the services we provide and to cover operating expenses and payroll.
 
 The purpose of this business plan is to obtain funding to the tune of $50,000 from potential investors for our business and to find investment working capital for the growth of our business. This plan will also serve as a strategic document for achieving both the short-term and long-term goals of the company.
 
 

 
 

 We want to do this to grow our business and build upon the successful services we offer with more space, better use of the space, expand our services with additional software and hiring and utilizing additional staff to continue to grow.
 
 

To expand upon and continue to provide the exceptional quality of services we have become known for and our clients have come to expect.
 
 ask the Tax Pro Inc dba Tulsa Tax Pro is a registered and licensed financial consulting firm with excellent bookkeeping and payroll services currently based in Tulsa, Oklahoma. The company handles all aspects of bookkeeping and payroll-related services such as Bookkeeping & Payroll, Tax Preparation, Tax Resolution, Insurance, Cannabis Business Services & Licensing, Notary, etc.
 
 

We are a veteran, woman and family-owned firm with deep roots in Oklahoma and the Tulsa Metro. Our focus is to provide professional services at competitive prices, while working with taxpayers to eliminate any out-of-pocket taxes paid, utilizing our skills to help businesses achieve success and profitability, and offering affordable insurance coverage to protect our clients and our community.
 
 

We are aware that to run an all-around and standard bookkeeping and payroll services firm can be demanding which is why we are well trained, certified, and equipped to perform excellently well. ask the Tax Pro Inc dba Tulsa Tax Pro is a client-focused and result-driven bookkeeping and payroll services firm that provides broad-based services at an affordable fee that won’t in any way put a hole in the pocket of our clients.
 
 

We offer standard and professional bookkeeping and payroll services as well as Tax Preparation, Tax Resolution and Insurance Coverage to all our clients, and corporate clients at the local, state, national, and international levels.  We specialize in Cannabis Business Services, Compliance, Licensing & Renewal. We ensure that we work hard to meet and surpass our clients’ expectations whenever they hire our services.
 
 

We ensure that we abide by the rules and regulations of the bookkeeping industry and we only hire experienced and qualified personnel. Our customers and potential customers alike can be rest assured that they will get quality services at competitive rates.
 
 

The addressable target market consists of Small Businesses, Individuals, Cannabis Businesses, Home Owners, and Drivers in and around Tulsa, Oklahoma, that are in need  of the premium services 
 
 

However, without a failproof strategy, our focus and highly scalable plan to exponentially acquire and retain these target markets can risk experiencing a slow growth process and losing clients to potential competitors. With experienced management at the helm, we intend to grow by more than 30% per year through solid customer service and proven problem-solving strategies.
 
 

To ensure that ask the Tax Pro Inc dba Tulsa Tax Pro acquires and retains clients in the critical market segments quickly effectively, the company utilizes a strategic marketing plan and a variety of brand-building tactics to ensure its brand exposure.
 
 

Paramount marketing strategies proven to boost business publicity and awareness are carried out to ensure the necessary awareness and advertisement are achieved for our company both locally and nationally. Digital methods, as well as conventional strategies, have been implemented in reaching our target audience. Social media platforms are in the process of being fully utilized; search engine optimization will also be leveraged on and a cost-effective pricing strategy has been adopted.
 
 

At ask the Tax Pro Inc dba Tulsa Tax Pro, our client's best interest comes first, and everything we do is guided by our values and professional ethics. We will ensure that we remain committed to professionalism, integrity, innovation, and excellent customer service. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely.
 
A key factor of business we shall not handle with levity is client satisfaction. We always ensure the highest quality of services to meet or surpass our client's expectations. We ensure that every client's needs and requests are duly and properly understood to enable us to understand the best angle to come in and offer our services.
 
 

 ask the Tax Pro Inc dba Tulsa Tax Pro was founded by Tamara Bailey, a passionate and goal-oriented individual to be supported by a team of credible and committed individuals who are prepared to harness all their strength, availability, and professionalism to catapult the business to a greater height.

Tamara Bailey, Owner/CEO
 

Ownership Interest: 80%; Incorporator/Owner
 Compensation: at this time Tamara does NOT draw a salary.
 
 

Tamara handles all aspects of the business. Tamara is a College Graduate with over 27 years of experience in Bookkeeping, Payroll, Tax Preparation, Business Management & Operations, Insurance, and Notary Services. She is a AFSP Registered Tax Preparer, IRS ERO, IRS EFIN Holder, Certified Bookkeeper & Payroll Specialist, Oklahoma Licensed Insurance Producer, and Notary Public Mobile Signing Agent with Remote Notarization Authority.
 
 

Ownership Interest: 20%; Owner
 Compensation: Adam is a Bi-Weekly, W-2 Employee with an hourly wage of $16.00.
 
 

Adam is responsible for Client Management. Adam is a US Navy Veteran with over 5 years of Customer Service experience.
 
 
 Our company’s business model is unique to what is obtainable in the bookkeeping industry. Instead of taking a harsh approach, we like to ask questions to get a better idea of the client’s background and daily bookkeeping schedule and help them to determine for themselves if an item is something worth keeping or not. As a matter of priority, we have decided to create a structure that will allow affordability, quality services, easy growth for all our clients in the whole process.
 
 

We are quite aware that the success of any business lies in the foundation on which the business is built, which is why we have decided to build our company on the right business foundation.
 
 

We will leverage technology like our website, native advertising, and remarketing to market directly to our customers and make their lives easier in the process.
 
 

In any business, risks are inherent. Therefore, effective risk management measures should be put in place. With the emergence of our business, the possible risks are wide acceptability as a viable substitute for others, capital injection to launch and stabilize business growth, and the need for a positively strong marketing program. 
 
 

Different strategies have been put in place to ascertain that the risks to our business are controlled or minimized. These strategies include;
 
 

Ø  Investing enough funds into the business to meet all required business operation requirements.
 Ø  Adopting effective strategies to promote our brand and general services.
Ø  Identifying risk owners and managing risks at the appropriate level.
Ø  Minimizing overhead costs, which increases the bottom-line profit.
 Ø  Building strategic and symbiotic partnerships with necessary companies.
Ø  Providing a constant and effective communication link.
Ø  Building a sufficient client base.
 
 

 The goal of every business is to be successful. By success, it means a large client base, constantly increasing patronage, and hence, rapid business growth. 
 
 

·     ask the Tax Pro Inc dba Tulsa Tax Pro’s paramount goal is to provide effective, efficient and customer-focused solutions that get us a larger market share in the bookkeeping industry.

·     Established business that prides itself on not being different on purpose but better on purpose. 

·     Our goal is also to run a business that will not only succeed in revenue and size but will also have a landmark impact locally and nationally.
 
 

 The following are the aims and objectives of the company:
 
 

Ø  Maintain a steady growth in sales volume that will sustain the business long-term.
 Ø To create a loyal, frequent buyer platform, and fanbase to encourage repeat customer sales.
 Ø To promote and enhance our business in every ramification through premium quality and well-structured service measures.
 Ø  To launch a laser-focused marketing campaign in a controllable and measurable market that will drive customers toward the company's page.
 Ø  To build a good reputation and connections in the bookkeeping industry.
 Ø  Establish a minimum of 99% client satisfaction rate to establish long-term relationships with our clients and create word-of-mouth marketing.
 Ø To achieve a consistently increasing marginal profit.
 
 

 
 A critical success factor that is pertinent to our company's growth is the number of clients we can attract with our unique problem-solving services. Our effort as a company will continually focus on increasing and improving our client base. This would easily be achieved through ascertaining the following:
 
 

Ø  Fluid Transition: We will ensure that we flow with the trends and stay relevant and promote our business practices by integrating more innovative and creative service methods.
Ø  Budget Adherence: The most critical success factor faced by the company is proper management of its budget and successful completion of the company’s initial funding.
Ø  Improvements: To earn and maintain an impeccable image, we will always look for innovative and creative methods for improving our services. We will not slow down a bit in our pursuit to always satisfy our customers with new, modern, and innovative methods and approaches towards delivering quality services.
Ø  Knowledge about the Industry: We aim to continue to update our knowledge with the latest and most profitable industry techniques and ideas that comply with local and international industry standards by keenly following the trends, learning from established players as well as bringing about new ideologies.
Ø  Use customization and personalization strategy to meet the ever-changing customer needs. This will ensure that every customer gets what he wants. 
Ø  Use innovation and renovation pillars to meet customers’ requirements.
Ø  A first-mover branding campaign to develop awareness to the target market within a very short time.
Ø  Complementary relationship with other organizations and investors that directly affect our projects and hence the success of this organization.
 
 

 At ask the Tax Pro Inc dba Tulsa Tax Pro, we will uphold premium and distinct values such as:

Ø  Respect
Ø Accountability
Ø  Integrity
Ø  Excellence
Ø Sustainability
Ø  Customer Service
Ø  Professionalism
Ø  Affordability


The following are the principles that guide ask the Tax Pro Inc dba Tulsa Tax Pro; not only collectively as a company but also as an individual associated with ask the Tax Pro Inc dba Tulsa Tax Pro. 
 

 - We will be true to our aspirations and ourselves.
 - We will plan for success and execute the plan.
 - We will abide by the rules and regulations of the bookkeeping g industry.
 - We will build enduring and meaningful relationships.
 -We will communicate with clarity and professionalism.
 - We will cultivate a winning culture.
 ask the Tax Pro Inc dba Tulsa Tax Pro is a registered and licensed financial consulting firm with excellent bookkeeping and payroll services currently based in Tulsa, Oklahoma. The company handles all aspects of bookkeeping and payroll-related services such as Bookkeeping & Payroll, Tax Preparation, Tax Resolution, Insurance, Cannabis Business Services & Licensing, Notary, etc.
 
 

ask the Tax Pro Inc was established in August of 2018 as a Seasonal Tax Service. Over the past three years, the business has grown into a Year-Round Accredited Accounting & Insurance Firm. In addition to Income Tax Services, ask the Tax Pro Inc dba Tulsa Tax Pro now provides Tax Resolution, Bookkeeping & Payroll Services, Entity Formation, Complete Insurance for both Property & Casualty and Life & Health and Cannabis Business Services which include Licensing, Back-Office Services, and Compliance.
 
 

We are a veteran and family-owned firm with deep roots in Oklahoma and the Tulsa Metro. Our focus is to provide professional services at competitive prices, while working with taxpayers to eliminate any out-of-pocket taxes paid, utilizing our skills to help businesses achieve success and profitability, and offering affordable insurance coverage to protect our clients and our community.
 
 

We have a solid returning base of 350+ tax clients. We have 26 monthly contracted bookkeeping clients. It has only been 2 months since we began offering Insurance again but it is steadily growing at about 4 new clients per month. The growth potential is unlimited.
 
 At ask the Tax Pro Inc dba Tulsa Tax Pro, we understand the need to be flexible and responsive, to satisfy our clients by offering them what they want, when they want it, and before the competition can deliver it. We believe that customer service should be proactive, informative in nature, intent-driven. 
 
 

ask the Tax Pro Inc dba Tulsa Tax Pro is committed to building its business on professionalism, courtesy, reliability, and demonstrates its dedication while building relationships with customers to ensure constant revenue from its services. With the intent to build a nationally recognized brand, stay present, keep a good business credit rating, keep claims to a minimum achieve its goals quickly, and develop a strong reputation for excellence.
 
 

ask the Tax Pro Inc dba Tulsa Tax Pro will always demonstrate its commitment to sustainability, both individually and as a company, by actively participating in our communities and integrating sustainable business practices wherever possible.
 
 

We are committed to growing our business through embracing technology, developing strong partnerships, and by emphasizing providing high levels of customer satisfaction, and ensuring that we provide the right resources at the right time to maximize our client's business potential.
 
 Initial customer relations will take form by providing high-quality and professional bookkeeping services, offering affordable pricing, working under agreed schedules, and practicing good customer service and conflict resolution strategies. The prices vary according to the specifications and variability in requirements established by the company.
 
 1.4    MISSION STATEMENT

 ·     We will always strive to provide exceptional services, be accurate and in compliance and create a better experience for our clients.

·     We want to provide the highest level of service while individualizing every customer and maintaining integrity, fairness, and honesty.
 
 VISION STATEMENT

 An excellent way to implement a good plan is to have a clear idea of what the products and services would be offered in the business establishment. This significantly goes to the root of the business.
 
 

We are well prepared to make profits from the industry and we will do all that is permitted by the law in Oklahoma to achieve our business goals, aim, and ambition. Our company offerings are listed below;
 
 

·     Bookkeeping & Payroll Services

·     Tax Preparation

·     Tax resolution

·     Tax Planning

·     Property & Casualty and Life & Health Insurance

·     Notary Services

·     Cannabis Business

·     Start-Up

·     Licensing & Renewal, Back-Office, and Compliance
 
 

Every service we provide is unique to each client based on their needs. We have Flat-Rate pricing based on Services provided to the client.
 
 

 CPA's, Tax Services, and Insurance Agencies.
 
 

There are very few firms that provide the range of services we offer and personalize for every client.
 
 

 Small businesses, Individuals, Cannabis businesses, Home Owners, and Drivers.
 
 

The company will market its products and services through the following methods and
 
 

sales channels:
 
 

·     posters

·     fliers

·     coupons

·     Internet ads

·     social media

·     cold calling

·     inbound marketing

·     outbound marketing

·     seasonal marketing

·     email marketing

·     direct marketing

·     tradeshow marketing

·     Guerilla Marketing

·     TV ads

·     Client Referrals

·     Become an Expert in the Community
 
 

We will build upon our growth with Client Referrals, Guerilla Marketing, Participation in
 Community Events, and our newest relationship with local media as the Go-To Tax expert in the Tulsa Metro.