Tax Preparer Invoice Template
Create professional tax preparer invoices for individual returns, business taxes, and tax planning services. Our template includes return type breakdown, schedule fees, and e-filing charges. Perfect for tax preparation firms and independent preparers. Download instantly in PDF, Word, or Excel format.
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Subtotal$550.00
Total (USD)$550.00
What to Include on a Tax Preparer Invoice
A professional tax preparer invoice should document:
Business Information- Business name and address
- Phone, email, website
- PTIN (Preparer Tax ID Number)
- EFIN (for e-filing)
- State license (if required)
- CAF number (if applicable)
- Taxpayer name(s)
- Address
- Phone and email
- Last 4 of SSN (optional)
- Client ID number
- Tax year prepared
- Filing status
- Returns prepared (federal, state)
- Schedules and forms included
- E-file or paper
- Base return fee
- Additional schedules/forms
- State returns
- E-file fees
- Additional services
- Rush fee (if applicable)
- Subtotal
- Discounts applied
- Total due
- Payment terms
- Refund transfer fee (if applicable)
Tax Preparation Pricing Guide
Standard pricing for tax services:
Individual Returns (Form 1040)- Simple (W-2 only): $100-175
- Standard (itemized): $175-300
- Complex (investments): $250-400
- Self-employed: $300-500+
- Schedule A (Itemized): $50-100
- Schedule B (Interest/Div): $25-50
- Schedule C (Self-Emp): $100-200
- Schedule D (Capital Gains): $75-150
- Schedule E (Rental): $75-150 per property
- Schedule SE (Self-Emp Tax): $25-50
- Form 8949 (Sales): $25-75
- Form 4562 (Depreciation): $50-100
- Form 8829 (Home Office): $50-75
- Form 2106 (Employee Exp): $35-60
- FBAR (Foreign Accounts): $75-200
- Simple state: $40-75
- Complex state: $75-150
- Additional states: Same rates
- Schedule C (Sole Prop): $150-300
- Form 1065 (Partnership): $500-1,500
- Form 1120S (S-Corp): $750-2,000
- Form 1120 (C-Corp): $1,000-3,000
- Form 990 (Nonprofit): $500-2,000
- E-file fee: $20-50
- Prior year return: +25%
- Amended return: $150-300
- Tax planning consult: $100-250/hr
- IRS representation: $150-300/hr
Tax Preparation Pricing Models
Choose the right pricing strategy:
Per-Form Pricing- Charge for each form/schedule
- Transparent to clients
- Easy to quote
- Industry standard
- Scales with complexity
- Set price per return type
- Simple for marketing
- Client knows cost upfront
- May under/over charge
- Good for straightforward returns
- Price based on savings/value
- Premium positioning
- Requires confident communication
- Higher margins possible
- Best for complex situations
- Basic, Standard, Premium
- Clear service levels
- Easy to upsell
- Good for marketing
- Define what's included
- Best for unusual situations
- IRS representation
- Tax planning
- Research-heavy work
- Track time carefully
- Set floor price ($100-150)
- Covers basic processing
- Even for simple returns
- Protects profitability
Managing a Seasonal Tax Practice
Optimize your tax season workflow:
Pre-Season (Nov-Jan)- Update pricing
- Send organizers to clients
- Collect documents early
- Schedule appointments
- Market to new clients
- Prioritize by complexity
- Batch similar returns
- Extend hours strategically
- Track turnaround times
- Collect payment at pickup
- File extensions on time
- Schedule post-April work
- Tax planning opportunities
- Quarterly estimates
- Business returns
- Tax planning services
- Bookkeeping clients
- CE and training
- Marketing for next year
- System improvements
- Payment before filing
- Refund transfer option
- Seasonal financing
- Payment plans (limited)
- Deposits for appointments
- Year-round communication
- Tax planning touchpoints
- Referral incentives
- Early bird discounts
- Loyalty appreciation