Preview Graphs These sample graphs are designed to give you a sense of the survey output before you engage in the process. Completion of the full survey will grant you access to hundreds of graphs within this tool as well and FREE copy of Tiburon's 205 page research report! To view a full size version of each of these sample graphs, please double click on the mini-graph of your choice below.

Licenses & Designations The two most popular licenses among tax professionals are Series 63 and Series 6 securities licenses. Source of New Clients Two-thirds of new clients for tax professionals come from client referrals. Source of Revenue Tax professionals with larger firms earn much of their excess revenues from financial planning & investment management. Tax Software Lacerte is the most popular tax software across all tax professionals. Financial Planning Revenue Breakdown Tax professionals receive most of their financial planning revenues from up-front product commissions. Business Goals The most important goals of tax professionals are increasing in size and creating more free time. If you are ready to get started, just click on the "Take the Survey" button below.