WELCOME TO LISTO TAX SOLUTIONS

CLIENTPRESENTATION

OUR HISTORY

• Founded by Clayton Cathcart • Established in 1996• Began Franchising in 2009• Company Owned Units: 1• Franchised Units: 0• Projected new Units: 12

WHAT WE PROVIDE

A Listo Tax Solutions™ business center offers tax preparation and other businessservices to the general public, but with a niche focus on the Hispanic community in the area

Listo Tax Solutions is your complete resource for confidential, accurate, efficient and affordable tax, accounting, payroll and translation services.

 

Motto

At Listo Tax Solutions you will find that we are Listo (ready) to serve

you.  In fact that is our motto

‘Estamos Listos’ (we're ready).

THE INDUSTRY

“There are two things you must do in this life. Breathe and pay taxes!”

Everyone pays taxes

WHY LISTO TAX SOLUTIONS?

• Experience and a proven business model • An easy-to-use system. No tax or accounting

experience is necessary. • Recession-resistant. Taxes must be filed every year,

no matter what the state of the economy.• Tools to reach the community• Comprehensive training• Ongoing support• Rare opportunity to serve the nation’s largest

emerging market• Deliver professional services with integrity and respect• Develop trusted relationships by offering a

comfortable, confidential experience• Pride of business ownership• Limited risk, high reward

COMPETITION

• H&R Block• Jackson Hewitt• Liberty Tax Services• Local tax preparation

companies• Regional/National

Accounting Firms• Computer Software

WHAT SETS US APART

• We train you how to hire staff to market to the Hispanic community.

• Most tax franchises leave few options after April 15th. We give you the opportunity to earn money year round by including accounting, payroll, and translation services.

• Professional work stations that are second to none!• Private Interview stations (with Identity Theft on the rise,

this is a very sellable point with potential clients.)• Customer Service that will keep your clients coming back

year after year!• Lower Franchise Fee and Royalty Fee than the

competition.

TARGET MARKET

• 18-57 year olds with annual gross income from $8,000-$75,000

• Single and married couples• Families with Children• Ideal profile community-Families with an

average median household income from $30,000-$50,000

• Hispanic Community

PROVEN SYSTEM

Built a system that allows freedom and support while

maintaining structure within the brand.

A process available to allow flexibility of the franchisee

improves profitability!

TRAINING

The Initial Training Program covers a variety of topics relevant to the franchise relationship including:

• Review of your contractual duties under the Franchise Agreement• Philosophy and culture of the Listo Tax Solutions™ System• Client service• Use and protection of the Listo Tax Solutions™ Licensed Marks and

Confidential Manual• Hiring and delegation of operating functions to management-level

employees Including the Operations Manager• Reporting obligations • 40 hours of training• 80 hours optional tax training• Online continuing education• On-site training for additional fee

We hold the Initial Training Program at an operating Listo Tax Solutions™ business center that we designate.

SOFTWARE SYSTEM

LISTO COMPLETE ACCESS

• Provides Pro-Active support that is available 24 hours a day and is constantly being updated!

• Ordering marketing materials• Furniture orders• Suggestion and message board for extensive

training• Ability to forward complicated documents to

corporate office, which will be filled out and submitted back to your office the same day!

CANDIDATE QUALIFICATIONS

• Business Experience• Meets financial requirements• Ability to work well with others• No Spanish language skills required

FINANCIAL INFORMATION

SINGLE UNITCash Investment: $50,000Total Investment: $45,200-$82,200Minimum Net Worth: $100,000Franchise Fee: $20,000 Royalty: 11.5%Ad Fee: 3%Site Location: 700-1500sq ftFinancial Assistance Provided: NOSite selection Assistance: YESCo-Op Advertising: YESPassive Ownership: Possibly

FINANCIAL INFORMATION

3-Pack

Cash Investment: $65,000Total Investment: $74,200-$111,200Minimum Net Worth: $150,000Franchise Fee: $49,000

FINANCIAL INFORMATION

Master

Cash Investment: $185,000Total Investment: $146,000-$435,000Minimum Net Worth: $300,000Franchise Fee: $136,000-$380,000 (50/50 Split with Corp Office)Royalty: 45/55 split

QUESTIONS AND ANSWERS