Tax & Financial Planning Business:
Serving High Net Worth Clients

Recently Released!!!
Date Published: July 5, 2018
Summary PPT Deck: 56 Slides

Reference PPT Deck: 1,112 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the Certified Public Accountants (CPAs) market (along with the related Enrolled Agents or EAs market) and specifically their tax & financial planning businesses. There are approximately 40,000 CPA firms and 460,000 CPAs. Less then half of CPAs are in private practice (more work in business & industry). And only a small minority of the CPAs in private practice work at the twenty largest CPA firms. The vast majority of CPAs work as sole practitioners and at other small firms. Tax & financial planning is a common service offered by CPA firms of all sizes. This research is part of Tiburon's borader coverage of CPA firms.

This research addresses the three historical phases of the the CPA firms industry, including:
  • Auditing Business Emergence Phase
  • Tax Business Emergence Phase
  • Financial Planning & Investment Management Business Emergence Phase

    This research defines  tax & financial planning businesses, including:

    • Tax Planning & Preparation Business
    • Financial Planning & Investment Management Business

    This research outlines the key service providers to CPA firms, including:

    • Tax & Financial Planning Technology Vendors
    • Independent Broker/Dealers, Custodians, & Clearing Brokers
    • Mutual Fund Companies & Other Investment Product Companies
    • Industry Trade Groups & Other Continuing Education Providers

And this research makes several future predictions for tax & financial planning business, including:

  • Challenges from Online Tax Preparation Services
  • Moderate Growth
  • Challenges from Online Tax Preparation Services

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