CPA 2 Connect DASHBOARD DEMOGRAPHICS

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1 CPA 2 Connect DASHBOARD DEMOGRAPHICS JWS & Co. CPA PC CPA 2 Connect Partner Darryn Pope Advisor Families & Businesses Inds Percent Ave Age Total AGI Ave AGI Total Div Ave Div Total Int Ave Int A % 56 $2,200,057 $73,335 $54,946 $1,832 $231,438 $7,715 B % 60 $4,684,402 $56,439 $106,060 $1,278 $316,600 $3,814 C % 67 $6,503,197 $36,741 $240,420 $1,358 $382,325 $2,160 D % 62 $557,966 $39,855 $2,462 $176 $17,646 $1,260 Totals $13,945,622 $45,874 $403,888 $1,329 $948,009 $3,118 Targets Top 5 ortunities Goal Percent Off by Gross Net A 30 10% 0% 1 Joann $51,000 $15,300 B 91 30% -3% 2 Andrea $38,000 $11,400 C % 8% 3 Max $21,500 $6,450 D 30 10% -5% 4 P&W $15,000 $4,500 Count Barbara $15,000 $4,500 $140,500 $42,150 Future Focus Doctors Teachers Sch B >$10,000 Under 40 Over 70 AGI>175 Parts & S-Corps Other Entity A B C D Count % of Base 3% 6% 13% 10% 45% 5% 10% 15% Possible Revenue Pay Rate 30% Schedule B Qualified Plans Risk Management AGI>175 Int Inc $948,009 SIMPLE $50,000 Buy/sell $10,000 IRA Rolls $100,000 Int Rate 1.0% AUM Fee 1% AUM Fee 1% CD/MM $94,800,900 # of plans 75 # of plans 75 Life $10,000 AUM Fee 1% - Fiduciary Fiduciary -17 Total Inds 15 Fee Rev* $948,009 Total Rev* $29,000 Total Rev $580,000 Total Rev $165,000 Rev to CPA 2 $284,403 Rev to CPA 2 $8,700 Rev to CPA 2 $174,000 Rev to CPA 2 $49,500 Potential Revenue to CPA2: $516,603. 5/25/2012

2 Rating Name TP Age SP Age AGI Div Inc Int Inc Part/SCorp Entity Income A Kenneth $888,460 $29,317 $697,120 A Billy $252,105 $496 A Charles $187,211 $11,236 $73,577 $11,831 A Robert $185,504 $35,411 $97,114 $15,532 A John $158,334 $262 $269 A Thomas $145,852 $1,641 A Ocie 73 $133,918 $23,846 A Robert 43 $96,884 $34 A William $86,853 $100 $6,744 A THOMAS $79,386 $6,296 $41 A Bruce 22 $13,550 A Keith $28,000 A Inc C-Corp $339,482 A Inc C-Corp $827 A Inc C-Corp -$13,506 A Inc C-Corp -$15,216 A Air C-Corp -$21,576 A Trust Fiduciary $0 A Trust Fiduciary $0 A Trust Fiduciary $0 A LTD Part $0 A LLC Part $0 A LLC Part $0 A Inc S-Corp $687,548 A INC S-Corp -$287 B Andy $530,603 $34,664 $47,895 B Johnny $399,681 B Kenneth P $398,031 $691 $7,747 $5,950 B Philip 42 $284,579 $6,255 $26,578 B Joyce M 78 $227,290 $11,432 $3,488 B Daniel $215,764 $402 B Michael $167,745 $160 B Susan L 52 $132,524 $631 B Jerry $117,004 $119 B Pedro $110,176 B William $109,051 $41 $3,760 B Tommy $104,226 $375 $11,053 B Billie 79 $103,771 $14 $1,872 B Nolan $97,795 $62 $39 B Jerry $96,938 $722 B Earl $94,654 $3 $135 B Travis $93,808 $12,373 B Andrew $92,239 $303 $5,820 B Charles $88,396 $12,464 B Harvey $87,235 B Arthur $82,218 $1,636 B Laverne $78,179 $25,226 $23,280 1

3 B Billy $77,824 $346 $62,247 -$1,971 B Chase $76,336 $658 B Joe 84 $69,758 $6,161 $20,195 B Ernest $69,378 $12 B Michael $67,847 $466 $2,795 B Russell $67,356 $46 B Don $60,033 $46 B Kevin $59,586 $145 $7,848 B Garald $52,665 $4,257 B Dolly 51 $48,217 $1,125 $1,307 B Billy $43,527 $115 $2,883 B Judith H 65 $40,724 $71 $822 B Kathryn 72 $36,886 $2,109 $18,150 B Arnold $36,590 $612 $12,235 B Mark $35,142 $2,002 B William 35 $31,970 B Alta 74 $27,882 $1,545 $14,717 B Sally 73 $26,277 $14 B Lawrence $24,883 $13,575 B Clark 51 $23,036 B Louida 87 $15,726 $8,529 $987 B Vernetta 80 $14,906 $3,622 B Daniel 21 $14,903 B John 44 $11,854 -$27,978 B Taylor D $7,888 B Cooper 2 $1,498 $1,498 B Phillip $47 B Alma Jean 82 -$3,000 B Richard $67,150 $128 B Inc C-Corp $26,765 B INC C-Corp $21,881 B Inc C-Corp $19,271 B Inc C-Corp $1,283 B PC C-Corp $0 B INC C-Corp -$188 B Inc C-Corp -$450 B PC C-Corp -$34,760 B MINISTRIES Exempt $0 B Inc Exempt $0 B Ministries Exempt $0 B ESTATE Fiduciary $0 B II JV Part $0 B Properties L P Part $0 B Nursery Part $0 B LC Part $0 B LLC Part $0 B LLC Part $0 2

4 B LP Part $0 B Inc S-Corp $15,984 B INC S-Corp $2,797 B Inc S-Corp -$2,628 B Sarah 28 B Sergio B Jack B John 55 C Harold $364,028 $5,430 $25,469 $92,403 C William $318,235 $2,644 $6,461 C Ouida 78 $241,079 $12,944 $25,415 C Leonard $215,619 $513 $7,582 C Larry $148,810 $2,705 $2,087 C Douglas $146,140 $74 $86,904 C JERRY 79 $138,901 $14 $912 C Mary Ann 57 $120,068 $409 C Judson $117,132 $20,584 $2,377 C John $113,532 $4,822 $1,614 $98,448 C Thomas $112,219 $119 $1 C Andrew $109,760 $18 C Ron L $102,516 $559 C Johnson 87 $101,814 C David $100,763 $123 $48 C Michael $100,578 $142 C Luke $98,112 $6,390 $10,221 $98,448 C Johnson $97,834 $18 $778 C Gary $91,601 $5, $24 C Paul $91,514 $395 C Willie $90,782 C Michael $86,871 $3,612 $649 C George $86,084 $1,860 $331 C Gary $77,349 $13 C Kimberly 44 $76,738 $64 C Herman $76,528 C Cleo $76,265 $516 $1,948 C Andrea 71 $76,158 $27,033 C Richard $75,276 $234 $767 C George $74,497 $1,197 $17,378 C Jessie $73,642 $52 $1 $55 C Dean $73,629 $5 $18 C Ray $73,546 $581 $4,221 C William $71,650 $49,065 $3,330 C Clarence $71,533 $14,988 C Lawrence $71,397 $635 $23 C Michael $70,506 $5,852 $48 C John $69,610 $3,246 C Bill $68,373 $2,674 $13 C Ronald J $65,810 $47 C Carl $64,379 C Jerry $61,890 $5,090 $1,302 C Sylvester $61,455 $200 C Wayne $59,466 $4,655 $47 C James $56,718 $15,270 $773 -$535 3

5 C George $56,699 $114 C Leo $56,195 $352 C Michael $55,958 $313 C Michael $54,510 $204 -$426 C Jane 77 $52,944 $3,214 $4,324 C Herman $52,771 $16 $28 C George 77 $51,346 $4,381 $2,770 C Vivian 79 $49,000 C Rigoberto $48,861 C Kevin $48,756 C Andrew $48,567 C Norman $48,517 C Scott $47,725 $885 C Mark 82 $47,634 C William $46,959 $8 $202 C Mary 59 $46,540 $722 $313 C James $46,209 $1,085 C Anthony 86 $45,791 $165 $409 C Nancy L 69 $44,345 $432 $2,494 C Edwin $43,782 $50 $2,069 C Evelyn 88 $41,454 $7,654 $804 C Leslie 84 $41,194 $1,190 C Mary 81 $39,474 $4,742 C Robert 77 $36,341 $13 C Amber 37 $35,610 C Mary 80 $35,424 $15 $21,056 C OW $33,227 $136 C Ludwig R $32,742 $50 $76 C Jeffrey 56 $31,218 $5,799 $5,785 C Jewel $31,017 $20,990 C Ross 72 $30,558 $1,611 C Joseph $29,611 $5,149 $15,039 C Edgar $29,000 $1,097 $1,755 C Dorothy 88 $27,633 $9,174 $520 C William $24,970 $134 C Phyllis 85 $24,213 $49 C Carl $24,173 $3,559 $14 C Cecil V 66 $23,260 C Edward 68 $22,356 $468 C Lowell $21,722 $733 $2,310 C Wilbur $20,552 $122 C Jo Carol 50 $20,394 C John M $19,559 $1,807 $1,608 C Norman $19,155 $476 C Joe $17,927 $67 C William $16,619 $4,323 $1,058 C George $15,951 $383 C Eric $15,949 C Terri 41 $15,897 $21 C Joseph $15,642 $342 C Anthony 26 $15,353 C Raleigh 78 $15,247 $577 C Glenn $14,927 $333 $2,134 4

6 C Walker $14,516 C WILLI T 96 $14,406 $6,005 $296 C Raymond $14,220 $3,120 C Preston $13,207 $258 $629 C Shirley 73 $12,810 $2 $14,561 C Mary Jo 79 $12,765 $12,793 $2,972 C Bessie 70 $11,600 C James $11,233 $1,622 $9,541 C Jackie 78 $11,063 $5 C Orville $10,855 $311 C Gay 74 $10,612 $438 C Marjorie 88 $8,902 $343 $4,835 C Charles $7,748 $630 C Morgan L 18 $6,905 $5,082 $3,187 C Anne 75 $4,927 $66 C Charles 67 $4,595 $695 C Cris $3,111 $19 C Robert $2,338 $1,122 C Matthew 18 $1,397 C Garland $307 C William 68 -$778 C June 91 -$870 $1,452 $45 C Dixie 90 -$1,130 $874 $963 C Hershel $1,741 C Han $1,931 C Elie $3,000 C David 67 -$3,806 $290 C Betty 69 -$8,079 $3,428 C Shirley 72 -$17,348 $2,665 -$92,222 C Gary $33,945 $4,862 $324 C John 52 -$80,214 -$2,042 C Donald $92,749 C Inc C-Corp $70,000 C CONSTRUCTION COMPANY C-Corp $0 C INC C-Corp $0 C Inc C-Corp $0 C Corporation C-Corp $0 C Inc C-Corp $0 C Inc C-Corp $0 C COMMUNICATIONS C-Corp -$1,775 C Communications C-Corp -$1,775 C Inc C-Corp -$370,269 C Hype Exempt $0 C The Exempt $0 C LLC Part $0 C Family Partnership Part $0 5

7 C Partnership Part $0 C Sunshine S-Corp $0 C INC S-Corp $0 C Edward S-Corp -$426 C REAL ESTATE INC S-Corp -$875 C Corporation S-Corp -$1,875 C Inc S-Corp -$2,042 C Inc S-Corp -$92,222 C Walter C Danny C Albert C Alice 91 C Ray C John C Harold C Zachary C C Philip C Rurie C Edward C John C John 29 C Marco C Margie 80 C Richard C Harry C Philip 67 D Kenneth 55 $241,038 D James $90,769 $2,338 $1,086 D Ted $78,180 D David $73,300 D Loretta 69 $42,096 $35 D John $23,274 $491 D James $17,015 $81 D Troy $16,678 $124 $15,953 D Jose $248 D Devon $3,995 D Charlene 76 -$6,815 D Warren $13,326 D Katherine 54 D Howard Totals $13,945,622 $403,888 $948,009 $912,002 C-Corp 23 Exempt Fiduciary Part 18 S-Corp 12 6

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