Opportunity Tax Service

Fast Tax Returns & Low Cost Insurance.
Overview
Opportunity Tax and Insurance Service is not a typical tax franchise model. Using our experience and expertise in the tax industry, we created a revolutionary approach by adding insurance and ancillary products, creating a year-round revenue stream with built-in, cross-selling customers.

Additionals
We like to say that there are 394 million reasons that OTIS is a great Opportunity. There are approximately 144 million people in the United States that file a tax return each year. There are also approximately 250 million registered vehicles are on the road that need auto insurance. Both of these featured products are required by law.

Why Our Franchise?
Opportunity Tax and Insurance Service sets itself apart from the competition with low costs, great business practices and year-round opportunities.

• We are not simply a seasonal business.
• Our core products cover expenses year round.
• We offer ancillary products to complement our core tax and insurance business.
• Our Royalties and Franchise Fee are vastly lower than those of similar concepts.
• We partner with a knowledgeable and creative marketing company.
• We are a debt-free company.

A very important part of this franchise concept is marketing. OTIS marketing staff members work with each franchisee for individualized support and development; we also work with a marketing firm, which will provide market research for each location. An individualized grand opening plan, continuing marketing plan and individualized collateral material will be presented and available for each location.

With OTIS, you're in business for yourself, but not by yourself. We offer a training program to outline every aspect of becoming a new franchisee. Comprehensive Operations Training is held at our corporate headquarters, Hands-On Training is held in the field and ongoing training and support is provided throughout the year as needed.