The Reality

  • 138 million Americans filed a tax return last year.
  • 107 million received a refund last year.
  • Last year, 63% of Americans PAID a CPA, a Tax Franchise, or a Local Individual/Company to prepare their tax return.
  • Last year, this equated to 87 million PAID Preparer Returns.
  • Tax Season is Traditionally between January-April each year (4 months)
  • Tax Franchises generally do up to 80% of their Tax Returns between January 15 – February 15 each year (30 days).
    • People receiving Large Refunds do not tend to wait to do their Taxes
    • Franchise’s average Client Refund is usually Thousands of Dollars
  • January 1st to February 15th is Traditionally a very Slow Period for Insurance Agents
  • 25%-75% of your Customers Currently use a Tax Franchise for the following:
    • Tax Preparation
    • Refund Fulfillment

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