Last year's pro forma revenue was $437.4 million, compared to $408.6 million in 2014. Tax revenue was $117.7 million, up from $103.7 million, the prior year. Pro forma wealth management revenue was $319.7 million, an increase of 5 percent from $304.9 million the prior year.

The company says that the recruiting for the new recruited HD Vest was at the highest level in eight years and that the company ended the year with 4,600 advisors. That was up 2 percent for the third consecutive year of advisor growth.

On the TaxAct side the company introduced forms-based pricing for the tax reasons, including free simple federal and state returns.

The plan is to use 1040 clients as a feeder for services from HD Vest which has 1040 Analyst, an application designed to analyze tax form data with an eye towards wealth management planning.

"We feel like there are fantastic opportunities to promote advisory solutions to TaxAct customers," CEO Bill Ruckelshaus said durng the earnings webcast. The company is working to acquire more information about how tax preparers can work with the Vest arm.

"We are trying to get a better handle through in-application surveys of the receptiveness of tax preparers to wealth management solutions," Ruckelshaus said.