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Reasons to Consider The BUDGETAX® Concept

BUDGETAX® is a "one stop shop" providing a comprehensive array of personal finance and business accounting services.

A two-tiered, local/national approach enables BUDGETAX® to provide these services more effectively and efficiently than any other company. The local office provides highly personalized service and builds loyal relationships with its clientele. The national support operation provides marketing, technical and other related services that would be nearly impossible for independent offices to maintain.

BUDGETAX® Delivers Distinct Advantages for the Franchise Owner

A proven, efficient system of operations that maximizes the opportunity for success.
Unmatched "back office" support with ready access to expert specialists.
National marketing, local lead generation.
Comprehensive, ongoing training.
A commitment to mutual growth and success.

BUDGETAX®’s efficient management and operational systems allow the franchisee to focus on their most important tasks: growing their client base, their revenues, and their income. To accomplish these goals, the franchisee has at his or her disposal all of BUDGETAX®’s detailed systems—processing centers, product managers, and field support staff, as well as the services of BUDGETAX®’s marketing, information technology, purchasing, and national sales and accounts departments.

5 Compelling Reasons to Join the BUDGETAX® Team

1.INDUSTRY LEADERSHIP.With several locations already, BUDGETAX® is fast-becoming a dominant industry presence. With each additional franchise and company-owned office, and with each additional advertising impression, the value of your franchise increases.

2. POWERFUL MARKETING. BUDGETAX® recognizes that, more than anything, effective marketing is the key to growing your business and ours. Under the umbrella of BUDGETAX®’s national efforts, you have at your disposal all the marketing tools you need, including brochures, yellow pages ads, referral programs, real-estate tie-in pieces, holiday and thank you cards, and more.

3. REDUCED PERSONNEL COSTS. You can operate a lean and efficient business thanks to BUDGETAX®’s unmatched support. From unlimited, expert tax and financial advice to systems and software support, BUDGETAX® gives you the services of a "virtual staff" that helps you keep your overhead costs under control.

4. REDUCED SEASONALITY. Unlike competitive franchises, BUDGETAX® has designed a full range of product offerings that help to even out the cyclical nature of the financial services industry. You’ll have services to offer your clients 12 months a year.

5. NEW PROFIT CENTERS. BUDGETAX®’s product development specialists are continuously exploring new, synergistic opportunities to add more products to offer your clients, giving you still more ways to grow your revenues.

"We’re focused on tailoring our system to the needs of America’s accounting professionals."

We are awarding our franchises only to CPAs and Enrolled Agents. Accounting and tax firms play a vital role in the financial success of America’s small to midsize businesses, people, and non-profit organizations. Our job is to provide high quality accountants a system to help them provide the professional services that both businesses and families need to grow and prosper.
Everything about our system from services to rates, convenience to timeliness, and our proactive attitude is designed with one goal in mind: to allow you, the franchisee, to focus on what can make you successful.

Focus On Success

The BUDGETAX® program is designed to help you avoid the trial and error approach to practice development. We will help you to focus on those areas that will provide stability and profitability to your business. Our program also includes regular communication in the form of newsletters and alerts to keep you current on professional issues. In addition, through our Hotline, you will receive advice on a variety of issues affecting you and your business.
The Quality, Value and Potential is Clear to See.
To find out what our franchise can do for you or your firm, request your conversion or start-up package today. It’s easy and there’s no cost or obligation for the initial consultation.

Legal Disclaimer: This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington, and Wisconsin.”