6) Competitive Analysis - P.R.A.G.M.A.T.I.C. Branding Worksheets.xlsx

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1	Competitive Atlas Worksheet			Instructions:
2	Competitive Atlas Worksheet			Begin by identifying several categories of competitors. Be sure to consider your direct and indirect competitors. For each category of competitors, give an example of a business within that category and link to their website. Describe what they are doing that you would like to emulate, and what they are doing that you would like to improve upon.
3	Competitor Category	Example Business	Example Business Website	What concepts/words/phrases/tools are they using that seem to be working well for them?	What positive things do their customers consistently say about them?	What negative things do their customers consistently say about them?	What things are they doing that you want to impliment/continue?	What things are they doing that you want to change/stop doing?
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5	Tax Strategists	Resonating Concepts/Tools	Positive Customer Feedback	Negative Customer Feedback	Consider Implementing	Avoid Doing	Why maketaxesfair.com is Better	When Other Category Fits
6	Karlton Dennis	Small business tax planning, responsiveness	"Knowledgeable, responsive"	"High fees"	Focus on small business needs	High fees without clear value	Offers similar services with potentially better pricing or additional benefits for high-tax payers	For small businesses with straightforward tax needs
7	Karla Dennis	Tax strategies for women entrepreneurs, supportive coaching	"Supportive, helpful for women in business"	"Courses too basic"	Targeted content for specific demographics	Overly simplistic content	Offers more in-depth, personalized strategies	For women entrepreneurs looking for basic tax education
8	Carlota Thompson	International tax planning, expertise in cross-border issues	"Expert in international tax, helped me immensely"	"Expensive"	Specialization in niche areas	High costs for general clients	Focuses on US tax strategies, more cost-effective for domestic clients	For clients with international tax needs
9	Tax Hive	Subscription-based tax strategies, celebrity endorsement	"Innovative, convenient"	"Effectiveness varies"	Subscription model, celebrity endorsement	Overreliance on celebrity	Offers expert, personalized strategies, proven results	For customers attracted to celebrity endorsement and general tax tips
10	Tax Goddess	6% tax rate, 1,800+ strategies	"Significant savings, expert guidance"	"High costs, complex processes"	Advanced strategies, personalized plans	Overpromising results	Similar focus on strategy, potentially more accessible	For clients needing highly specialized, niche services
11	Creative Planning	Tax-efficient gifting, loss harvesting	"Integrated with wealth management, effective"	"Expensive, less focus on taxes alone"	Holistic financial integration	Not focusing solely on taxes	Offers standalone tax strategy, easier to understand	For clients needing broader financial planning
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13	Traditional Accountants (happy Historians)
14	Deloitte	Global reach, expertise, tech solutions	"Professional, accurate, handled complex issues"	"Expensive, bureaucratic"	Emphasis on tech, innovation	High fees without clear value	Offers personalized strategies, not just compliance	For multinational corporations needing broad services
15	PwC	Comprehensive tax services, industry insights	"Holistic approach, global network"	"Complex billing, slow response"	Integrated tax planning	Overcomplicating services	Focuses on strategy, not just filing	For clients needing audit and assurance primarily
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18	Self Learning/youtube
19	Mark Kohler (YouTube)	Tax tips for small businesses, clear explanations	"Great advice, easy to understand"	"Not specific to my situation"	Engaging educational content	One-size-fits-all advice	Provides personalized strategies, expert team	For customers who prefer free, general information and have simple tax needs
20	Self-Learning	DIY tax hacks, online tutorials	"Free, convenient, empowering"	"Unreliable, complex, costly mistakes"	Structured educational content	Relying on unverified sources	Provides expert, curated advice, reduces error risk	For customers with simple tax needs, limited budget
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22	Moving to A foreign Tax Shelter
23	Relocation	Tax haven, low-tax state, international planning	"Significant savings, better quality of life"	"High costs, disruption to life"	Overpromising benefits	Advice on tax relocation	Saves taxes without moving, less disruptive	For high-net-worth individuals willing to relocate
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25	Tax Software
26	TurboTax	Easy filing, max refund, guarantees	"Intuitive, accurate, fast refunds"	"Costly for complex returns, upselling"	User-friendly tools, guarantees	Aggressive upsells	Focuses on strategy, not just filing, for complex needs	For simple returns, low tax bills
27	H&R Block	DIY options, price match	"Affordable, good for small businesses"	"Less advanced for complex taxes"	DIY tools integration	Limited complex support	Offers expert strategy for high-tax payers	For customers preferring self-service
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29	Donating to the IRS
30	Inaction	Doing nothing, status quo	"Easy, no effort required"	"Overpaying, missing savings"	Educate on action benefits	Assuming optimization	Encourages action, saves money	For customers with very low tax bills, no stress
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42	Self-Teaching Tax Strategy from YouTube, Google, Etc	Mark Kohler		"30 Unique Tax Strategies Every Business Owner Should Know" "Create Lasting Success"	Makes taxes fun and funny Before I watched content/read book... I was confused The Production Quality of videos is very good	Lots of great titles and no follow through. no real depth into any of the topics he discusses You can learn more about any of these topics by simply doing a 5-minute Google search on each item needs a little more depth. Have to read/watch more content before getting useful information
43	Traditional Accounts "Happy Historians"
44	Tax Strategists	Karlton Dennis	karltondennis.com		So many aspects of business involved/benefitted	Fancy plans with no implimentation fancy spreadsheets but no actual results
45		Karla Dennis
46		Carlota Thompson	www.carlottathompson.com
47		Tax Hive		Keep more money in your business, GUARANTEED*	BEST ROI Removed anxiety around taxes	Guarantee was a lie No/slow responses Not Transparent Impossible to implement (Not enough time, not actually actionable, etc)
48	IRS Donations
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