2018 Firm Goals

Tax Season Goals

  • Complete 600 tax returns by the 4/17/18 deadline
  • 100 new clients by the 4/18/17 deadline
  • Gross revenue of $300,000
  • Net Income of $150,000

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