Tax Preparer Invoice Template

A professional tax preparer invoice should document:

• 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)

Standard pricing for tax services:

• 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

Choose the right pricing strategy:

• 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

Optimize your tax season workflow:

• 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