Description
Most tax professionals set their prices based on what someone else charged, what felt safe, or what they thought clients would pay. None of those are a strategy. All of them are leaving money on the table.
The Tax Pro Pricing & Profit Sheet is an eight-sheet Excel and Google Sheets workbook built on real market data from the NSA Fee Study and national tax professional surveys. Every number in this file has research behind it.
Here is what is inside:
Federal Pricing Calculator covering 47 IRS forms with realistic time estimates and market hourly rates already loaded. Change what you need. The fee calculates automatically.
State Pricing Calculator covering all 41 income-tax states and hundreds of state-specific forms. Each state opens with its researched market average so you know exactly where your pricing stands before you quote a single client.
Market Rate Reference showing the average 1040 fee in every state side by side with your rate so you can see at a glance whether you are charging below, at, or above market.
Revenue Goal Builder that tells you exactly how many clients you need per month and per week to hit your income target. No more hoping the season was good enough.
Profit Planner where you enter your expenses and see your real take-home. Know your number before you need it.
Value Add Checklist that auto-calculates whether you are undercharging based on the services you already offer. If you check three or more, the sheet tells you.
PTIN Payout Tracker for firm owners and team leads. Enter the split and the return fee and every payout calculates automatically.
This is not a template. It is a complete pricing and profit system you keep, update every season, and run your business from.
Reviews
There are no reviews yet.