2018 Firm Goals

Tax Season Goals – updated 4/11/18

  • Complete 600 tax returns by the 4/17/18 deadline  – 458 filed & accepted, 132 ready to file
  • 100 new clients by the 4/18/17 deadline – 68 per QBO
  • Gross revenue of $300,000 – $340,115 per QBO
  • Net Income of $150,000 – $160,948

Annual Goals

  • Gross revenues of $575,000 
  • Net income of $150,000  
  • 200 new clients by 12/15/2018 

Long-Term Goals (by 2022)

  • Gross revenue of $1,000,000
  • Net income of $350,000
  • 8 employees
  • Occupy our own building