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  ESTIMATE YOUR ANNUAL REVENUE
  How many tax returns do you do?
 
   
 

RESULTS:

Clients Per Month  
Clients Per Year    
   
  Estimated Annual Revenue*

$ 

 

This estimate is based upon the following:

50% of clients become financial service clients
over a four year period. The CPAs' client's net
worth is distributed a follows: High Net Worth
20% with assets over $2 million, Moderate Net
Worth 60% with assets from $500,000 to $2
million, and Low Net Worth 20% with assets
under $500,000.

*This is for illustration purposes only. Actual
revenue may vary.

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