GITNUX REPORT 2024

Global Tax Preparation Industry Statistics: Market, Costs, and Growth Insights

Exploring the Booming Tax Preparation Industry: Profits, Trends, and the Impact of Technology.

Author: Jannik Lindner

First published: 7/17/2024

Statistic 1

The average cost for a professional tax preparation service in the US is $176.

Statistic 2

Small businesses in the US spend an average of 120 hours per year on tax preparation.

Statistic 3

The tax preparation industry has an average profit margin of 20.2%.

Statistic 4

Self-employed individuals spend an average of 80 hours per year on tax preparation.

Statistic 5

Tax preparation fees in Canada range from $80 to $300 for a standard tax return.

Statistic 6

The average tax preparation fee for itemized deductions in the US is $273.

Statistic 7

The average cost of tax preparation services in Australia ranges from AU$150 to AU$400.

Statistic 8

Tax preparation fees in the UK vary from £99 to £350 for a basic income tax return.

Statistic 9

The average tax refund for individual taxpayers in the US was $2,866 in 2020.

Statistic 10

Taxpayers who itemize deductions spend an average of 16 hours on tax preparation.

Statistic 11

The average hourly rate charged by tax professionals in the US ranges from $150 to $400.

Statistic 12

The average time to prepare a simple individual tax return is 9 hours.

Statistic 13

Self-employed individuals spend an average of $500 per year on tax preparation expenses.

Statistic 14

Tax preparation fees in France range from €60 to €300 for a standard tax return.

Statistic 15

Tax professionals in the UK spend an average of 15 hours per week during tax season.

Statistic 16

The cost of tax preparation software in the US ranges from $50 to $200 per year.

Statistic 17

Tax professionals in South Africa spend an average of 15% of their revenue on marketing and advertising.

Statistic 18

The average cost of tax preparation software for small businesses is around $300 per year.

Statistic 19

In 2020, the global tax preparation services market was valued at $29.4 billion.

Statistic 20

The tax preparation industry is expected to grow at a CAGR of 6.8% from 2021 to 2028.

Statistic 21

The tax preparation software market is projected to reach $56.5 billion by 2027.

Statistic 22

Tax preparation services in Europe are forecasted to grow by 5.4% annually from 2021 to 2026.

Statistic 23

The Asia-Pacific region is expected to witness the fastest growth in the tax preparation services market by 2028.

Statistic 24

The global tax preparation services market is projected to reach $38.4 billion by 2028.

Statistic 25

The tax preparation industry in Canada generates annual revenue of over $1 billion.

Statistic 26

Tax preparation software has reduced the average time for tax preparation by 30%.

Statistic 27

The tax preparation industry in Australia is worth over AU$5 billion.

Statistic 28

The tax preparation industry in China is expected to grow at a CAGR of 7.2% from 2021 to 2026.

Statistic 29

Tax preparation services in Germany generated revenues of over €3 billion in 2020.

Statistic 30

Tax preparation software market in India is estimated to grow at a CAGR of 12% from 2021 to 2028.

Statistic 31

The tax preparation segment in Brazil is expected to see a compound annual growth rate of 5.9% through 2025.

Statistic 32

The tax preparation industry in South Africa has witnessed a 5% increase in revenues from 2019 to 2020.

Statistic 33

Tax preparation software market in Australia is estimated to reach AUD 336.5 million by 2027.

Statistic 34

The tax preparation software market in Mexico is forecasted to grow at a rate of 8.2% through 2027.

Statistic 35

The IRS estimated that the tax gap in Europe was approximately €140 billion in 2020.

Statistic 36

Tax preparation services in Spain are expected to witness a 4.5% growth rate annually from 2021 to 2026.

Statistic 37

The tax preparation industry in India is expected to grow at a rate of 7.9% from 2021 to 2026.

Statistic 38

The tax preparation industry in Mexico is projected to reach a market size of USD 2.3 billion by 2028.

Statistic 39

Tax preparation services in Italy are estimated to grow by 6.2% annually from 2021 to 2026.

Statistic 40

The tax preparation industry in Brazil is forecasted to see a growth rate of 5.4% through 2025.

Statistic 41

The tax preparation software market in the UK is expected to reach GBP 372 million by 2027.

Statistic 42

The tax preparation industry in China grew by 4.3% in 2020.

Statistic 43

Tax preparation services in Russia are expected to witness a 6.1% growth rate annually from 2021 to 2026.

Statistic 44

The tax preparation industry in Germany is estimated to be valued at over €2.5 billion.

Statistic 45

Tax preparation software market in France is projected to grow at a CAGR of 9.4% from 2021 to 2028.

Statistic 46

The tax preparation industry in Canada is seeing an increase in online tax filing by 9% annually.

Statistic 47

The tax preparation industry in the United States employs over 300,000 people.

Statistic 48

The number of tax preparation businesses in the US is estimated to be over 125,000.

Statistic 49

The tax preparation industry in the UK employs over 50,000 people.

Statistic 50

The tax preparation industry in Australia employs over 25,000 people.

Statistic 51

The tax preparation industry in Japan saw a growth rate of 3.6% in 2020.

Statistic 52

Over 145 million individual tax returns were filed electronically in the United States in 2020.

Statistic 53

The IRS estimated that the average time burden for individual taxpayers to prepare and file a Form 1040 is 11 hours.

Statistic 54

The number of tax returns claiming the EITC in 2020 was approximately 25 million.

Statistic 55

The IRS processed over 157 million individual tax returns in 2020.

Statistic 56

The IRS estimates that the US tax gap amounts to $381 billion per year.

Statistic 57

Approximately 70% of tax professionals believe that tax law complexity is the biggest challenge they face.

Statistic 58

The tax preparation industry in Russia is experiencing a significant uptrend, with a 10% growth rate annually.

Statistic 59

Approximately 60% of Americans use professional tax preparation services.

Statistic 60

93% of taxpayers prefer filing their taxes electronically.

Statistic 61

The Tax Cuts and Jobs Act led to a 10% increase in tax returns prepared by professional tax preparers.

Statistic 62

Nearly 90% of tax professionals believe that tax preparation software is essential for their business operations.

Statistic 63

The COVID-19 pandemic led to a 7% increase in the demand for tax preparation services.

Statistic 64

Over 50% of taxpayers hire a tax professional to help them navigate complex tax laws.

Statistic 65

Nearly 70% of taxpayers are concerned about making errors on their tax returns without professional help.

Statistic 66

Tax preparation services are more in demand during tax season, with a 25% increase in appointments.

Statistic 67

Approximately 75% of taxpayers use tax preparation software to file their taxes.

Statistic 68

Nearly 30% of taxpayers consult a tax professional for advice on tax planning strategies.

Statistic 69

Over 80% of taxpayers believe that using a tax professional can help them maximize their deductions.

Statistic 70

A survey found that 60% of taxpayers are willing to pay for tax preparation services for peace of mind.

Statistic 71

Nearly 40% of taxpayers have used online tax preparation software at least once.

Statistic 72

The Tax Cuts and Jobs Act resulted in a 15% increase in the number of taxpayers seeking professional tax assistance.

Statistic 73

Over 25% of taxpayers have invested in tax preparation courses to better understand taxes.

Statistic 74

Tax professionals in Canada report spending an average of 20% of their time on continuing education to stay up-to-date on tax laws.

Statistic 75

Tax professionals spend an average of 20 hours per week during peak tax season.

Statistic 76

Over 60% of taxpayers cite the complexity of the tax code as a reason for seeking professional tax assistance.

Statistic 77

Approximately 30% of taxpayers are likely to switch tax preparers if they are dissatisfied with the service.

Statistic 78

Tax professionals report spending an average of 10 hours per week on client interaction during tax season.

Statistic 79

Around 40% of taxpayers seek professional tax assistance due to changes in their financial situation.

Statistic 80

Tax professionals in Japan spend an average of 10 hours per week on professional development.

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Summary

  • In 2020, the global tax preparation services market was valued at $29.4 billion.
  • The tax preparation industry in the United States employs over 300,000 people.
  • The average cost for a professional tax preparation service in the US is $176.
  • Approximately 60% of Americans use professional tax preparation services.
  • The number of tax preparation businesses in the US is estimated to be over 125,000.
  • The tax preparation industry is expected to grow at a CAGR of 6.8% from 2021 to 2028.
  • 93% of taxpayers prefer filing their taxes electronically.
  • Small businesses in the US spend an average of 120 hours per year on tax preparation.
  • The tax preparation software market is projected to reach $56.5 billion by 2027.
  • Over 145 million individual tax returns were filed electronically in the United States in 2020.
  • The IRS estimated that the average time burden for individual taxpayers to prepare and file a Form 1040 is 11 hours.
  • The tax preparation industry has an average profit margin of 20.2%.
  • The number of tax returns claiming the EITC in 2020 was approximately 25 million.
  • Tax preparation services in Europe are forecasted to grow by 5.4% annually from 2021 to 2026.
  • The Tax Cuts and Jobs Act led to a 10% increase in tax returns prepared by professional tax preparers.

Hold onto your receipts and buckle up, because were diving into the money maze that is the tax preparation industry! With a global market valued at a staggering $29.4 billion and over 300,000 individuals in the United States dedicated to crunching numbers, its clear that taxes are no laughing matter (well, maybe a nervous chuckle or two). From the average cost of $176 for a professional tax service to the projected $56.5 billion tax preparation software market by 2027, its a wild ride of digits and percentages that make your W-2 form look like a walk in the park. So grab your calculator and get ready to navigate the fascinating world where 93% of taxpayers prefer clicking over flicking paper forms, because as Benjamin Franklin famously said, In this world, nothing can be said to be certain, except death and taxes… and maybe a quirky tax fact or two.

Average Cost for Professional Tax Preparation

  • The average cost for a professional tax preparation service in the US is $176.
  • Small businesses in the US spend an average of 120 hours per year on tax preparation.
  • The tax preparation industry has an average profit margin of 20.2%.
  • Self-employed individuals spend an average of 80 hours per year on tax preparation.
  • Tax preparation fees in Canada range from $80 to $300 for a standard tax return.
  • The average tax preparation fee for itemized deductions in the US is $273.
  • The average cost of tax preparation services in Australia ranges from AU$150 to AU$400.
  • Tax preparation fees in the UK vary from £99 to £350 for a basic income tax return.
  • The average tax refund for individual taxpayers in the US was $2,866 in 2020.
  • Taxpayers who itemize deductions spend an average of 16 hours on tax preparation.
  • The average hourly rate charged by tax professionals in the US ranges from $150 to $400.
  • The average time to prepare a simple individual tax return is 9 hours.
  • Self-employed individuals spend an average of $500 per year on tax preparation expenses.
  • Tax preparation fees in France range from €60 to €300 for a standard tax return.
  • Tax professionals in the UK spend an average of 15 hours per week during tax season.
  • The cost of tax preparation software in the US ranges from $50 to $200 per year.
  • Tax professionals in South Africa spend an average of 15% of their revenue on marketing and advertising.
  • The average cost of tax preparation software for small businesses is around $300 per year.

Interpretation

In a world where time is money and money is, well, money, the tax preparation industry stands as a beacon of both necessity and opportunity. From the painstaking hours small businesses in the US dedicate to navigating the tax maze to the cleverly calculated profit margins tax professionals worldwide savor, one thing remains clear: taxes are no laughing matter. Whether you're an independent contractor spending precious hours or a taxpayer shelling out your hard-earned cash for a professional touch, the numbers speak for themselves. So as the average tax refund tantalizingly hovers above $2,800 in the US, remember, when it comes to taxes, it's not just about the numbers—it's about the impact they have on our wallets and our peace of mind.

Global Tax Preparation Services Market

  • In 2020, the global tax preparation services market was valued at $29.4 billion.
  • The tax preparation industry is expected to grow at a CAGR of 6.8% from 2021 to 2028.
  • The tax preparation software market is projected to reach $56.5 billion by 2027.
  • Tax preparation services in Europe are forecasted to grow by 5.4% annually from 2021 to 2026.
  • The Asia-Pacific region is expected to witness the fastest growth in the tax preparation services market by 2028.
  • The global tax preparation services market is projected to reach $38.4 billion by 2028.
  • The tax preparation industry in Canada generates annual revenue of over $1 billion.
  • Tax preparation software has reduced the average time for tax preparation by 30%.
  • The tax preparation industry in Australia is worth over AU$5 billion.
  • The tax preparation industry in China is expected to grow at a CAGR of 7.2% from 2021 to 2026.
  • Tax preparation services in Germany generated revenues of over €3 billion in 2020.
  • Tax preparation software market in India is estimated to grow at a CAGR of 12% from 2021 to 2028.
  • The tax preparation segment in Brazil is expected to see a compound annual growth rate of 5.9% through 2025.
  • The tax preparation industry in South Africa has witnessed a 5% increase in revenues from 2019 to 2020.
  • Tax preparation software market in Australia is estimated to reach AUD 336.5 million by 2027.
  • The tax preparation software market in Mexico is forecasted to grow at a rate of 8.2% through 2027.
  • The IRS estimated that the tax gap in Europe was approximately €140 billion in 2020.
  • Tax preparation services in Spain are expected to witness a 4.5% growth rate annually from 2021 to 2026.
  • The tax preparation industry in India is expected to grow at a rate of 7.9% from 2021 to 2026.
  • The tax preparation industry in Mexico is projected to reach a market size of USD 2.3 billion by 2028.
  • Tax preparation services in Italy are estimated to grow by 6.2% annually from 2021 to 2026.
  • The tax preparation industry in Brazil is forecasted to see a growth rate of 5.4% through 2025.
  • The tax preparation software market in the UK is expected to reach GBP 372 million by 2027.
  • The tax preparation industry in China grew by 4.3% in 2020.
  • Tax preparation services in Russia are expected to witness a 6.1% growth rate annually from 2021 to 2026.
  • The tax preparation industry in Germany is estimated to be valued at over €2.5 billion.
  • Tax preparation software market in France is projected to grow at a CAGR of 9.4% from 2021 to 2028.
  • The tax preparation industry in Canada is seeing an increase in online tax filing by 9% annually.

Interpretation

As the global tax preparation industry experiences exponential growth and embraces digital innovation, one thing remains certain - taxes are as unavoidable as a rainy day in spring. With tax preparation services evolving alongside the ever-changing financial landscape, it seems that even in the world of numbers and percentages, there is no escaping the inevitability of taxes. So, whether you're filing in Canada or China, using software in Australia or India, or seeking services in Europe or South Africa, remember, death, taxes, and the expanding tax preparation industry are the only certainties in life.

Number of Tax Preparation Businesses in the Market

  • The tax preparation industry in the United States employs over 300,000 people.
  • The number of tax preparation businesses in the US is estimated to be over 125,000.
  • The tax preparation industry in the UK employs over 50,000 people.
  • The tax preparation industry in Australia employs over 25,000 people.

Interpretation

It seems that around the world, there are more people getting paid to navigate the complexities of tax codes than there are actual tax codes themselves. With over 500,000 tax professionals diligently helping individuals and businesses meet their fiscal responsibilities, one can't help but wonder if perhaps we've collectively made taxes too taxing for our own good. As the numbers continue to rise, one thing is clear - when it comes to taxes, there's no shortage of jobs for those who excel at making sense of the cents.

Tax Preparation Industry in Japan

  • The tax preparation industry in Japan saw a growth rate of 3.6% in 2020.

Interpretation

In the midst of a year filled with uncertainty and challenges, the tax preparation industry in Japan showed resilience and adaptability with a commendable growth rate of 3.6% in 2020. As individuals and businesses navigated through intricate tax regulations and economic fluctuations, tax preparers became the unsung heroes behind the scenes, providing support and expertise to ensure financial compliance and peace of mind. This upward trend not only reflects the industry's ability to thrive in adversity but also underscores the crucial role of tax professionals in keeping the financial engine running smoothly, even in the most tumultuous of times.

Tax Preparation Industry in the United States

  • Over 145 million individual tax returns were filed electronically in the United States in 2020.
  • The IRS estimated that the average time burden for individual taxpayers to prepare and file a Form 1040 is 11 hours.
  • The number of tax returns claiming the EITC in 2020 was approximately 25 million.
  • The IRS processed over 157 million individual tax returns in 2020.
  • The IRS estimates that the US tax gap amounts to $381 billion per year.
  • Approximately 70% of tax professionals believe that tax law complexity is the biggest challenge they face.
  • The tax preparation industry in Russia is experiencing a significant uptrend, with a 10% growth rate annually.

Interpretation

As millions of taxpayers navigate the labyrinthine landscape of tax laws and regulations, it's no surprise that the tax preparation industry is thriving. From electronic filing records that could rival a streaming service's subscriber count to the daunting 11 hours the average taxpayer spends on their Form , it's clear that tax season is no joke. With over 25 million returns claiming the EITC and the IRS processing a whopping 157 million returns, it's a numbers game unlike any other. The fact that the US tax gap reaches a staggering $381 billion annually further highlights the gravity of the situation. And as tax professionals grapple with the complexity of the ever-evolving tax laws, it's no wonder that 70% of them see it as their biggest challenge. Meanwhile, in Russia, the tax preparation industry is experiencing a meteoric rise, showing a growth rate that would proves tax preparation is truly an international endeavor.

Usage of Professional Tax Preparation Services by Americans

  • Approximately 60% of Americans use professional tax preparation services.
  • 93% of taxpayers prefer filing their taxes electronically.
  • The Tax Cuts and Jobs Act led to a 10% increase in tax returns prepared by professional tax preparers.
  • Nearly 90% of tax professionals believe that tax preparation software is essential for their business operations.
  • The COVID-19 pandemic led to a 7% increase in the demand for tax preparation services.
  • Over 50% of taxpayers hire a tax professional to help them navigate complex tax laws.
  • Nearly 70% of taxpayers are concerned about making errors on their tax returns without professional help.
  • Tax preparation services are more in demand during tax season, with a 25% increase in appointments.
  • Approximately 75% of taxpayers use tax preparation software to file their taxes.
  • Nearly 30% of taxpayers consult a tax professional for advice on tax planning strategies.
  • Over 80% of taxpayers believe that using a tax professional can help them maximize their deductions.
  • A survey found that 60% of taxpayers are willing to pay for tax preparation services for peace of mind.
  • Nearly 40% of taxpayers have used online tax preparation software at least once.
  • The Tax Cuts and Jobs Act resulted in a 15% increase in the number of taxpayers seeking professional tax assistance.
  • Over 25% of taxpayers have invested in tax preparation courses to better understand taxes.
  • Tax professionals in Canada report spending an average of 20% of their time on continuing education to stay up-to-date on tax laws.
  • Tax professionals spend an average of 20 hours per week during peak tax season.
  • Over 60% of taxpayers cite the complexity of the tax code as a reason for seeking professional tax assistance.
  • Approximately 30% of taxpayers are likely to switch tax preparers if they are dissatisfied with the service.
  • Tax professionals report spending an average of 10 hours per week on client interaction during tax season.
  • Around 40% of taxpayers seek professional tax assistance due to changes in their financial situation.
  • Tax professionals in Japan spend an average of 10 hours per week on professional development.

Interpretation

In a world where navigating the tax landscape feels like decoding a mysterious language, it's no wonder that a majority of taxpayers seek the guidance of professional tax preparers and turn to the reliability of tax software to guide them through the intricate web of regulations. With the Tax Cuts and Jobs Act stirring up a whirlwind of changes and the unexpected curveball of the COVID-19 pandemic shifting the landscape once more, it's clear that the demand for tax preparation services is soaring higher than the highest tax bracket. From fretting over errors to craving the comfort of deductions maximization, taxpayers are increasingly recognizing the importance of expert assistance in ensuring their financial affairs are in good standing. So whether you're braving the tax season surge or embarking on an educational journey to demystify the tax code, one thing is certain—the quest for tax enlightenment is an ever-evolving saga where the professionals on the frontlines are the unsung heroes in this taxing tale.

References