1 Report Overview 1.1 Study Scope 1.2 Market Analysis by Type 1.2.1 Global Tax Planning Service Market Size Growth Rate by Type: 2017 VS 2021 VS 2028 1.2.2 Year-End Tax Planning 1.2.3 Tax Minimization 1.2.4 Charitable Donation 1.2.5 Others 1.3 Market by Application 1.3.1 Global Tax Planning Service Market Share by Application: 2017 VS 2021 VS 2028 1.3.2 Personal 1.3.3 Enterprise 1.3.4 Others 1.4 Study Objectives 1.5 Years Considered 2 Global Growth Trends 2.1 Global Tax Planning Service Market Perspective (2017-2028) 2.2 Tax Planning Service Growth Trends by Region 2.2.1 Tax Planning Service Market Size by Region: 2017 VS 2021 VS 2028 2.2.2 Tax Planning Service Historic Market Size by Region (2017-2022) 2.2.3 Tax Planning Service Forecasted Market Size by Region (2023-2028) 2.3 Tax Planning Service Market Dynamics 2.3.1 Tax Planning Service Industry Trends 2.3.2 Tax Planning Service Market Drivers 2.3.3 Tax Planning Service Market Challenges 2.3.4 Tax Planning Service Market Restraints 3 Competition Landscape by Key Players 3.1 Global Top Tax Planning Service Players by Revenue 3.1.1 Global Top Tax Planning Service Players by Revenue (2017-2022) 3.1.2 Global Tax Planning Service Revenue Market Share by Players (2017-2022) 3.2 Global Tax Planning Service Market Share by Company Type (Tier 1, Tier 2, and Tier 3) 3.3 Players Covered: Ranking by Tax Planning Service Revenue 3.4 Global Tax Planning Service Market Concentration Ratio 3.4.1 Global Tax Planning Service Market Concentration Ratio (CR5 and HHI) 3.4.2 Global Top 10 and Top 5 Companies by Tax Planning Service Revenue in 2021 3.5 Tax Planning Service Key Players Head office and Area Served 3.6 Key Players Tax Planning Service Product Solution and Service 3.7 Date of Enter into Tax Planning Service Market 3.8 Mergers & Acquisitions, Expansion Plans 4 Tax Planning Service Breakdown Data by Type 4.1 Global Tax Planning Service Historic Market Size by Type (2017-2022) 4.2 Global Tax Planning Service Forecasted Market Size by Type (2023-2028) 5 Tax Planning Service Breakdown Data by Application 5.1 Global Tax Planning Service Historic Market Size by Application (2017-2022) 5.2 Global Tax Planning Service Forecasted Market Size by Application (2023-2028) 6 North America 6.1 North America Tax Planning Service Market Size (2017-2028) 6.2 North America Tax Planning Service Market Size by Country (2017-2022) 6.3 North America Tax Planning Service Market Size by Country (2023-2028) 6.4 United States 6.5 Canada 7 Europe 7.1 Europe Tax Planning Service Market Size (2017-2028) 7.2 Europe Tax Planning Service Market Size by Country (2017-2022) 7.3 Europe Tax Planning Service Market Size by Country (2023-2028) 7.4 Germany 7.5 France 7.6 U.K. 7.7 Italy 7.8 Russia 7.9 Nordic Countries 8 Asia-Pacific 8.1 Asia-Pacific Tax Planning Service Market Size (2017-2028) 8.2 Asia-Pacific Tax Planning Service Market Size by Country (2017-2022) 8.3 Asia-Pacific Tax Planning Service Market Size by Country (2023-2028) 8.4 China 8.5 Japan 8.6 South Korea 8.7 Southeast Asia 8.8 India 8.9 Australia 9 Latin America 9.1 Latin America Tax Planning Service Market Size (2017-2028) 9.2 Latin America Tax Planning Service Market Size by Country (2017-2022) 9.3 Latin America Tax Planning Service Market Size by Country (2023-2028) 9.4 Mexico 9.5 Brazil 10 Middle East & Africa 10.1 Middle East & Africa Tax Planning Service Market Size (2017-2028) 10.2 Middle East & Africa Tax Planning Service Market Size by Country (2017-2022) 10.3 Middle East & Africa Tax Planning Service Market Size by Country (2023-2028) 10.4 Turkey 10.5 Saudi Arabia 10.6 UAE 11 Key Players Profiles 11.1 EY 11.1.1 EY Company Detail 11.1.2 EY Business Overview 11.1.3 EY Tax Planning Service Introduction 11.1.4 EY Revenue in Tax Planning Service Business (2017-2022) 11.1.5 EY Recent Development 11.2 BDO 11.2.1 BDO Company Detail 11.2.2 BDO Business Overview 11.2.3 BDO Tax Planning Service Introduction 11.2.4 BDO Revenue in Tax Planning Service Business (2017-2022) 11.2.5 BDO Recent Development 11.3 TCIWealth 11.3.1 TCIWealth Company Detail 11.3.2 TCIWealth Business Overview 11.3.3 TCIWealth Tax Planning Service Introduction 11.3.4 TCIWealth Revenue in Tax Planning Service Business (2017-2022) 11.3.5 TCIWealth Recent Development 11.4 Avantax WM Holdings 11.4.1 Avantax WM Holdings Company Detail 11.4.2 Avantax WM Holdings Business Overview 11.4.3 Avantax WM Holdings Tax Planning Service Introduction 11.4.4 Avantax WM Holdings Revenue in Tax Planning Service Business (2017-2022) 11.4.5 Avantax WM Holdings Recent Development 11.5 Raymond James Financial, Inc. 11.5.1 Raymond James Financial, Inc. Company Detail 11.5.2 Raymond James Financial, Inc. Business Overview 11.5.3 Raymond James Financial, Inc. Tax Planning Service Introduction 11.5.4 Raymond James Financial, Inc. Revenue in Tax Planning Service Business (2017-2022) 11.5.5 Raymond James Financial, Inc. Recent Development 11.6 Mercer Advisors 11.6.1 Mercer Advisors Company Detail 11.6.2 Mercer Advisors Business Overview 11.6.3 Mercer Advisors Tax Planning Service Introduction 11.6.4 Mercer Advisors Revenue in Tax Planning Service Business (2017-2022) 11.6.5 Mercer Advisors Recent Development 11.7 Curchin 11.7.1 Curchin Company Detail 11.7.2 Curchin Business Overview 11.7.3 Curchin Tax Planning Service Introduction 11.7.4 Curchin Revenue in Tax Planning Service Business (2017-2022) 11.7.5 Curchin Recent Development 11.8 SG Inc CPA 11.8.1 SG Inc CPA Company Detail 11.8.2 SG Inc CPA Business Overview 11.8.3 SG Inc CPA Tax Planning Service Introduction 11.8.4 SG Inc CPA Revenue in Tax Planning Service Business (2017-2022) 11.8.5 SG Inc CPA Recent Development 11.9 The Mercadien Group 11.9.1 The Mercadien Group Company Detail 11.9.2 The Mercadien Group Business Overview 11.9.3 The Mercadien Group Tax Planning Service Introduction 11.9.4 The Mercadien Group Revenue in Tax Planning Service Business (2017-2022) 11.9.5 The Mercadien Group Recent Development 11.10 Mike Habib, EA 11.10.1 Mike Habib, EA Company Detail 11.10.2 Mike Habib, EA Business Overview 11.10.3 Mike Habib, EA Tax Planning Service Introduction 11.10.4 Mike Habib, EA Revenue in Tax Planning Service Business (2017-2022) 11.10.5 Mike Habib, EA Recent Development 11.11 MATTHEWS, CARTER & BOYCE 11.11.1 MATTHEWS, CARTER & BOYCE Company Detail 11.11.2 MATTHEWS, CARTER & BOYCE Business Overview 11.11.3 MATTHEWS, CARTER & BOYCE Tax Planning Service Introduction 11.11.4 MATTHEWS, CARTER & BOYCE Revenue in Tax Planning Service Business (2017-2022) 11.11.5 MATTHEWS, CARTER & BOYCE Recent Development 11.12 The Private Office Limited 11.12.1 The Private Office Limited Company Detail 11.12.2 The Private Office Limited Business Overview 11.12.3 The Private Office Limited Tax Planning Service Introduction 11.12.4 The Private Office Limited Revenue in Tax Planning Service Business (2017-2022) 11.12.5 The Private Office Limited Recent Development 11.13 Chandler & Knowles, CPA 11.13.1 Chandler & Knowles, CPA Company Detail 11.13.2 Chandler & Knowles, CPA Business Overview 11.13.3 Chandler & Knowles, CPA Tax Planning Service Introduction 11.13.4 Chandler & Knowles, CPA Revenue in Tax Planning Service Business (2017-2022) 11.13.5 Chandler & Knowles, CPA Recent Development 12 Analyst's Viewpoints/Conclusions 13 Appendix 13.1 Research Methodology 13.1.1 Methodology/Research Approach 13.1.2 Data Source 13.2 Disclaimer 13.3 Author Details

List of Tables Table 1. Global Tax Planning Service Market Size Growth Rate by Type (US$ Million): 2017 VS 2021 VS 2028 Table 2. Key Players of Year-End Tax Planning Table 3. Key Players of Tax Minimization Table 4. Key Players of Charitable Donation Table 5. Key Players of Others Table 6. Global Tax Planning Service Market Size Growth by Application (US$ Million): 2017 VS 2021 VS 2028 Table 7. Global Tax Planning Service Market Size by Region (US$ Million): 2017 VS 2021 VS 2028 Table 8. Global Tax Planning Service Market Size by Region (2017-2022) & (US$ Million) Table 9. Global Tax Planning Service Market Share by Region (2017-2022) Table 10. Global Tax Planning Service Forecasted Market Size by Region (2023-2028) & (US$ Million) Table 11. Global Tax Planning Service Market Share by Region (2023-2028) Table 12. Tax Planning Service Market Trends Table 13. Tax Planning Service Market Drivers Table 14. Tax Planning Service Market Challenges Table 15. Tax Planning Service Market Restraints Table 16. Global Tax Planning Service Revenue by Players (2017-2022) & (US$ Million) Table 17. Global Tax Planning Service Market Share by Players (2017-2022) Table 18. Global Top Tax Planning Service Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Tax Planning Service as of 2021) Table 19. Ranking of Global Top Tax Planning Service Companies by Revenue (US$ Million) in 2021 Table 20. Global 5 Largest Players Market Share by Tax Planning Service Revenue (CR5 and HHI) & (2017-2022) Table 21. Key Players Headquarters and Area Served Table 22. Key Players Tax Planning Service Product Solution and Service Table 23. Date of Enter into Tax Planning Service Market Table 24. Mergers & Acquisitions, Expansion Plans Table 25. Global Tax Planning Service Market Size by Type (2017-2022) & (US$ Million) Table 26. Global Tax Planning Service Revenue Market Share by Type (2017-2022) Table 27. Global Tax Planning Service Forecasted Market Size by Type (2023-2028) & (US$ Million) Table 28. Global Tax Planning Service Revenue Market Share by Type (2023-2028) Table 29. Global Tax Planning Service Market Size by Application (2017-2022) & (US$ Million) Table 30. Global Tax Planning Service Revenue Market Share by Application (2017-2022) Table 31. Global Tax Planning Service Forecasted Market Size by Application (2023-2028) & (US$ Million) Table 32. Global Tax Planning Service Revenue Market Share by Application (2023-2028) Table 33. North America Tax Planning Service Market Size by Country (2017-2022) & (US$ Million) Table 34. North America Tax Planning Service Market Size by Country (2023-2028) & (US$ Million) Table 35. Europe Tax Planning Service Market Size by Country (2017-2022) & (US$ Million) Table 36. Europe Tax Planning Service Market Size by Country (2023-2028) & (US$ Million) Table 37. Asia-Pacific Tax Planning Service Market Size by Region (2017-2022) & (US$ Million) Table 38. Asia-Pacific Tax Planning Service Market Size by Region (2023-2028) & (US$ Million) Table 39. Latin America Tax Planning Service Market Size by Country (2017-2022) & (US$ Million) Table 40. Latin America Tax Planning Service Market Size by Country (2023-2028) & (US$ Million) Table 41. Middle East & Africa Tax Planning Service Market Size by Country (2017-2022) & (US$ Million) Table 42. Middle East & Africa Tax Planning Service Market Size by Country (2023-2028) & (US$ Million) Table 43. EY Company Detail Table 44. EY Business Overview Table 45. EY Tax Planning Service Product Table 46. EY Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 47. EY Recent Development Table 48. BDO Company Detail Table 49. BDO Business Overview Table 50. BDO Tax Planning Service Product Table 51. BDO Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 52. BDO Recent Development Table 53. TCIWealth Company Detail Table 54. TCIWealth Business Overview Table 55. TCIWealth Tax Planning Service Product Table 56. TCIWealth Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 57. TCIWealth Recent Development Table 58. Avantax WM Holdings Company Detail Table 59. Avantax WM Holdings Business Overview Table 60. Avantax WM Holdings Tax Planning Service Product Table 61. Avantax WM Holdings Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 62. Avantax WM Holdings Recent Development Table 63. Raymond James Financial, Inc. Company Detail Table 64. Raymond James Financial, Inc. Business Overview Table 65. Raymond James Financial, Inc. Tax Planning Service Product Table 66. Raymond James Financial, Inc. Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 67. Raymond James Financial, Inc. Recent Development Table 68. Mercer Advisors Company Detail Table 69. Mercer Advisors Business Overview Table 70. Mercer Advisors Tax Planning Service Product Table 71. Mercer Advisors Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 72. Mercer Advisors Recent Development Table 73. Curchin Company Detail Table 74. Curchin Business Overview Table 75. Curchin Tax Planning Service Product Table 76. Curchin Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 77. Curchin Recent Development Table 78. SG Inc CPA Company Detail Table 79. SG Inc CPA Business Overview Table 80. SG Inc CPA Tax Planning Service Product Table 81. SG Inc CPA Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 82. SG Inc CPA Recent Development Table 83. The Mercadien Group Company Detail Table 84. The Mercadien Group Business Overview Table 85. The Mercadien Group Tax Planning Service Product Table 86. The Mercadien Group Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 87. The Mercadien Group Recent Development Table 88. Mike Habib, EA Company Detail Table 89. Mike Habib, EA Business Overview Table 90. Mike Habib, EA Tax Planning Service Product Table 91. Mike Habib, EA Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 92. Mike Habib, EA Recent Development Table 93. MATTHEWS, CARTER & BOYCE Company Detail Table 94. MATTHEWS, CARTER & BOYCE Business Overview Table 95. MATTHEWS, CARTER & BOYCE Tax Planning ServiceProduct Table 96. MATTHEWS, CARTER & BOYCE Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 97. MATTHEWS, CARTER & BOYCE Recent Development Table 98. The Private Office Limited Company Detail Table 99. The Private Office Limited Business Overview Table 100. The Private Office Limited Tax Planning ServiceProduct Table 101. The Private Office Limited Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 102. The Private Office Limited Recent Development Table 103. Chandler & Knowles, CPA Company Detail Table 104. Chandler & Knowles, CPA Business Overview Table 105. Chandler & Knowles, CPA Tax Planning ServiceProduct Table 106. Chandler & Knowles, CPA Revenue in Tax Planning Service Business (2017-2022) & (US$ Million) Table 107. Chandler & Knowles, CPA Recent Development Table 108. Research Programs/Design for This Report Table 109. Key Data Information from Secondary Sources Table 110. Key Data Information from Primary Sources List of Figures Figure 1. Global Tax Planning Service Market Share by Type: 2021 VS 2028 Figure 2. Year-End Tax Planning Features Figure 3. Tax Minimization Features Figure 4. Charitable Donation Features Figure 5. Others Features Figure 6. Global Tax Planning Service Market Share by Application in 2021 & 2028 Figure 7. Personal Case Studies Figure 8. Enterprise Case Studies Figure 9. Others Case Studies Figure 10. Tax Planning Service Report Years Considered Figure 11. Global Tax Planning Service Market Size (US$ Million), Year-over-Year: 2017-2028 Figure 12. Global Tax Planning Service Market Size, (US$ Million), 2017 VS 2021 VS 2028 Figure 13. Global Tax Planning Service Market Share by Region: 2021 VS 2028 Figure 14. Global Tax Planning Service Market Share by Players in 2021 Figure 15. Global Top Tax Planning Service Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Tax Planning Service as of 2021) Figure 16. The Top 10 and 5 Players Market Share by Tax Planning Service Revenue in 2021 Figure 17. North America Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 18. North America Tax Planning Service Market Share by Country (2017-2028) Figure 19. United States Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 20. Canada Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 21. Europe Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 22. Europe Tax Planning Service Market Share by Country (2017-2028) Figure 23. Germany Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 24. France Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 25. U.K. Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 26. Italy Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 27. Russia Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 28. Nordic Countries Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 29. Asia-Pacific Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 30. Asia-Pacific Tax Planning Service Market Share by Region (2017-2028) Figure 31. China Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 32. Japan Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 33. South Korea Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 34. Southeast Asia Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 35. India Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 36. Australia Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 37. Latin America Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 38. Latin America Tax Planning Service Market Share by Country (2017-2028) Figure 39. Mexico Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 40. Brazil Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 41. Middle East & Africa Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 42. Middle East & Africa Tax Planning Service Market Share by Country (2017-2028) Figure 43. Turkey Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 44. Saudi Arabia Tax Planning Service Market Size YoY Growth (2017-2028) & (US$ Million) Figure 45. EY Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 46. BDO Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 47. TCIWealth Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 48. Avantax WM Holdings Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 49. Raymond James Financial, Inc. Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 50. Mercer Advisors Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 51. Curchin Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 52. SG Inc CPA Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 53. The Mercadien Group Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 54. Mike Habib, EA Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 55. MATTHEWS, CARTER & BOYCE Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 56. The Private Office Limited Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 57. Chandler & Knowles, CPA Revenue Growth Rate in Tax Planning Service Business (2017-2022) Figure 58. Bottom-up and Top-down Approaches for This Report Figure 59. Data Triangulation Figure 60. Key Executives Interviewed

EY BDO TCIWealth Avantax WM Holdings Raymond James Financial, Inc. Mercer Advisors Curchin SG Inc CPA The Mercadien Group Mike Habib, EA MATTHEWS, CARTER & BOYCE The Private Office Limited Chandler & Knowles, CPA