Advisory Revenue Calculator

Test an advisory scenario with your own assumptions.

Enter two starting numbers, then adjust fit, conversion, and pricing. This calculator does not identify client demand or predict what your firm will earn.

Your firm

Active clients Average annual compliance fee

Adjust assumptions

Share of clients who are advisory-fit Business owners, multi-entity, and complex returns — the clients with decisions worth advising on.

Annual advisory fee assumption Use a fee your firm could support. The default is an editable example, not a market benchmark.

Advisory scenario from your inputs

$900,000

Your 60 assumed advisory-fit clients at the fee you entered. This is scenario math, not a forecast or Tepin outcome.

You don't need all of them

Convert just 10 this year

$150,000 illustrative annual revenue in this scenario

Today, your 300 clients generate $450,000 in compliance fees. Advisory doesn't replace that. It compounds on it.

These are editable starting assumptions, not a promise, forecast, identified opportunity, or Tepin result. A nonzero output does not establish client demand; validate willingness to buy before making a business decision.

Assess your firm's workflow readiness

The scenario is the easy part. Proving the workflow comes first.

Tepin is building toward a connected operating layer that creates more room for professional judgment and higher-value conversations. Any capacity or revenue effect must be measured before it is claimed.

Request early access See how a season runs

Tepin does not email or save this calculator result. Use the application to describe the workflow you want to measure; never include client or taxpayer data.