Graduation Year
2019
Document Type
Dissertation
Degree
D.B.A.
Degree Granting Department
Business
Major Professor
Robert Hammond, D.B.A.
Co-Major Professor
Janene Culumber, D.B.A.
Committee Member
Mohamad Ali Hasbini, D.B.A.
Committee Member
Christos Pantzalis, Ph.D.
Committee Member
Dahlia Robinson, Ph.D.
Keywords
client list, future outlook, marketing, online services, tax services
Abstract
Small Certified Public Accountant (CPA) firms are facing a demographic market shift as baby boomers leave the workforce and are replaced by millennials. Today, small CPA firms rely on tax services from baby boomers and older clients for the majority of revenue, but millennials now represent the largest percentage of the workforce. This growing disconnect suggests a potential issue for small CPA firms. The following research explores the issues and opinions of millennial-aged tax filers and partners in small CPA firms on compiling and filing individual federal income tax returns in the United States.
Semi-structured interviews were conducted with both millennial-aged tax filers and partners in small Certified Public Accountant (CPA) firms in the United States. Interview responses from each group were analyzed separately to develop unique themes for each group. The unique group themes were subsequently compared to explore market discontinuities and then developed into mitigation strategies.
Scholar Commons Citation
Grant, Dustin Micah, "Exploring the Disconnects Between CPA Firms and Millennials as it Relates to Tax Preparation" (2019). USF Tampa Graduate Theses and Dissertations.
https://digitalcommons.usf.edu/etd/8644
