The Market #1: 120 Million Individuals Across the U.S.

THE NEED: Time and task management is the #1 priority for upscale individuals and dual-income families. They want to be astute and aggressive in the management of their financial affairs, but their schedules, and sometimes their knowledge, present significant challenges.
THE ANSWER: BUDGETAX® offers these individuals and families a single source to help them take control of everything from tax planning and filing to investments and retirement planning.

The Market #2 : 20 Million Small Business Owners

THE NEED: Entrepreneurs are among the most time-challenged Americans. With all of the pressures of establishing product lines and markets, managing employees, servicing customers, marketing and more, it’s no wonder that accounting and financial management often fall to the bottom of their list.
THE ANSWER: BUDGETAX® relieves small business owners of the burden of bookkeeping, accounting, and payroll functions—and offers business counseling services as well—allowing the business owner to focus on what they do best: growing the business, and growing their income.