Tax & Financial Planning Accountants (CPA Firms):
Highlights of their Models for Entering the Financial Planning & Investment Management Business

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 their strategies for entering the financial planning & investment management business. CPAs, EAs, & other tax professionals have been flirting with the financial planning & investment management business for nearly two decades. They have been pushed by the unfavorable press of the auditing & assurance business, declining economics of the tax business, and pulled by the economic possibilities of serving the investment needs of their existing client bases. There are approximately 40,000 CPA firms and 460,000 CPAs. 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. A parallel research topic published by Tiburon, called A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Tax Professionals, provides extensive bottom up analysis of the specific actions of tax professionals. This research provides a top down view of the tax & financial planning accountants at CPA firms. This research is part of Tiburon's broader coverage of upscale channels, and its even broader coverage of financial advisor channels.

This research defines the market growth & leaders in the tax & financial planning business.

    This research defines CPA firm financial advisors, including:

    • Tax Accountants
    • Financial Planning

    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

And this research makes the following future predictions for the the CPA firms markets, including: 

  • Challenges from Online Tax Preparation Services
  • Moderate Growth

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.