Gwen's Tax Services LLC | Application Preview
Gwen's Tax Services LLC is seeking government grants to fund an extensive marketing campaign, hire and train two assistants, and pay off the lease for its current building, aiming for positive cash flow. Since its establishment in 2019, the business has grown from 28 to 180 clients, despite challenges such as a building issue that forced relocation to a home office. Gwen plans to open another office space in the future to enhance community visibility and expects to expand the client base to over 250 annually.
The founder emphasizes a commitment to continuous improvement and community impact, highlighting the local ownership and personalized service as key differentiators from competitors like HR Block and Jackson Hewitt. By securing funding, Gwen aims to further elevate the quality of services provided and solidify the business's standing in the community. The request for support is framed as an opportunity for mutual growth, demonstrating a dedication to the business and its clients.
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General Information
Business Registration Number: 571093730
Location: KINGSTREE, SC, United States
Length of Operation: 1-5
Number of Employees: 1-10 Employees
Annual Gross Income: Less than $100k
Annual Gross Expense: Less than $100k
Open to Loans: YES
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Funding Usage
I will use the funding for an aggressive marketing campaign to continue to make my business brand accessible for my clients. I will use funding to hire and train 2 assistants to assist me with providing quality services. I will also use funding to pay off the lease to my building so we can be able to see positive cash flow from the income that will be made in Gwen's Tax Services.
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Business Plan
My business began in 2019. I started with 28 clients. In 2020, I had an office space downtown, I had 100 clients. In 2021, I had 160 clients. My office space roof caved in from water damage which forced me to move my business to my house. In 2022, I had 180 clients. In the next 5 years, I am going to open another office space in town which will give me the visual exposure in the community that we need to be competitive in the market. I have added extra services to my company which makes my services high valued for my clients. With these plans, I expect to increase my client base to 250 plus clients each year. I am the type of person that writes the vision and make it plain! I am always educating myself to be better than I was the year before. Everything I have, I put in the work, and fund it on my own. I need your support. I evaluate my progress and I see what I am doing is making an impact in my community. With the support of an investor, I will be able to make financial decisions that's going to help me promote a high valued business that individuals and small business can come to. Gwen's Tax Services is locally own and operated. I look forward to growing each year! With your investment, you will be providing the financial opportunity I need to continue to grow and scale my business.
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Self Identified Competition
My three top competitors are HR Block, Jackson Hewitt, and local finance companies (World Finance, Security Finance, etc.) Gwen's Tax Service is locally owned and operated. I provide an outlet for the community. I listen, educate and provide excellent customer service. I take pride in my clients and the services I provide. I go beyond the scope of service to make sure my clients have the best experience of quality and accurate service.
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Contact Applicant
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