TAX PLANNING · RESEARCH & INSIGHTSection 11 of 12 / Keep decisions moving
Market data and deal flow
Understand the scope and limitations of adjacent market evidence.
Read the market evidence in context.
These figures measure different populations, periods and units. They are not a single premium tax-advisory market estimate.
Median 17% for 2023 versus 2022
2024 CPA.com/AICPA survey, released 9 December 2024; 206 self-selected practices
Supports growth in the respondent CAS sample, not a 2026 tax-strategy growth rate. CPA.com — 2024 CAS Benchmark Survey release, 9 December 2024
Median 6.7% over prior year
2025 MAP survey reporting fiscal 2024 results; 1,073 completed surveys
Broader firm performance, not incremental buyer tax benefits. AICPA — 2025 MAP survey release, 10 September 2025
$83,680, May 2025
BLS occupation data
Labour-market context; not senior tax-adviser pricing. BLS — Accountants and auditors: May 2025 pay and 2025–2035 outlook
5% projected growth, 2025–2035
BLS projection; around 115,300 openings/year include replacements
Occupational demand, not a count of new premium advisory buyers. BLS — Accountants and auditors: May 2025 pay and 2025–2035 outlook
Most plans $10,000–$30,000; complexity may raise price
Cerebral public pricing, observed 3 November 2026
One-time advertised design range, with maintenance separate; not an annual market average. Cerebral Tax Advisors — Pricing and scope
Published observations, projections and a single supplier’s advertised price are kept separate; a shared numerical scale would be misleading.
Inside this research
How large is the premium owner-managed tax-advisory market?
This research did not establish a reliable measured size for the precise niche: US medical practices, contractors and agencies considering $35,000–$45,000 of annual tax strategy.
Observed adjacent-market indicators
The CAS sample is self-selected and covers services beyond tax.
What do recent transactions tell us?
These are provider-platform transactions, not transactions by this desk’s target buyers and not revenue earned from tax savings.
Preserve the supplied scenario without presenting it as evidence
The context pack assumes 25,000–75,000 potential buyers and annual fees of $35,000–$45,000.
Which price ranges should be withheld from public benchmarking?
The original context estimates boutiques at $20,000–$75,000 annually; CPA advisory at $15,000–$100,000+; EA firms at $5,000–$40,000+; integrated firms at $25,000–$100,000+; and substantial tax-law projects at $10,000–$100,000+.
What volume data are actually available?
The context contains 33 supplier discovery entries.
How should the desk validate the commercial case?
Run three linked studies.
What should the buyer take from this market picture?
Provider breadth and consolidation make the assigned team and contract increasingly important diligence questions.
Frequently asked questions
That is the upper output of an unvalidated supplied scenario, not measured revenue.
Read →Gaps for the next research pass
Review gaps for the next research pass and the supporting evidence.
Read →Research quality assessment
Useful observed data with careful denominators, dates and limitations; unsupported market sizing explicitly retained only as scenario analysis.
Read →Sources
All web sources below were retrieved or found in indexed primary-source results on 3 November 2026.
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