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1 BUSINESS OVERVIEW

1.1 EXECUTIVE SUMMARY

OneSource VIP Services business focuses majorly on provision of seasonal tax preparation services,
owned and managed by Tiwana Bell. The company offers tax preparation and e-filing services from

January to April for federal and state tax returns. It offers these services to individuals, families, small

businesses and home-based businesses. In order to start and grow the company, Tiwana Bell has
successfully registered for her IRS PTIN and EFIN, found a location, obtained tax preparation software,

setup the computer systems, has received specialized training, and developed marketing to bring in

customers. The goal this next tax season is to expand the business by opening three more locations.

Also, the ever-changing landscape of industry creates more opportunity for new entry into the business.

Most especially in this age where e-filing is becoming increasingly popular because of the wide array of
benefits it offers such as convenience and flexibility, saving huge amount of time and money, and brings

about accuracy and less room for manipulation of records and window dressing. Therefore, anyone

starting such kind of business must be highly skillful in the field and also needs to have a strong business
ethics in order to succeed in the tax preparation and e-filing industry.

The company has made it its responsibility to get acquainted with the ethics, ups and down of the
industry. It is also important to note that running a financially stable business will allow one the time to

focus more on satisfying clients, giving them the quality support required they deserve. OneSource VIP
Services will as a result seek for loans and investors to start and expand its business, cease the

opportunity of the market surge in the market, turn the market table in our favor and rake in maximum

profit.

We are dedicated to consistently providing high customer satisfaction as such have ensured that we

secure the right structures to support the growth we have in mind setting up the business. We will also
empower and inform individuals, families, small businesses and home-based businesses and critical

marketing strategies becomes the essential piece to reaching our core audience and also boosting the
business publicity and awareness to ensure the necessary knowledge and advertisements are achieved.

We will also implement digital methods and the conventional approach in reaching out to our target

audience. Social media platforms will be fully utilized; search engine optimization will also be
leveraged. The OneSource VIP Services’ targets geo location that includes Collinsville IL, Alton IL,

Granite City IL, Fairview Heights IL and Belleville IL.

CONFIDENTIAL - DO NOT DISSEMINATE. This business plan contains confidential, trade-secret information and is shared only with the understanding that you will not
share its contents or ideas with third parties without the express written consent of the plan author.

WWW.ONESOURCEVIPSERVICES.COM