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Licenses & Designations Significantly more tax professionals have securities & insurance licenses than either CPA or EA licenses. Source of New Clients Over 70% 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.