Tax Prep Pricing Template

Take the guesswork out of setting client fees with these Tax Prep Pricing Sheet Templates. Designed specifically for tax professionals, these templates provide clear, organized pricing structures that help you communicate your services with confidence and transparency.

✅ What You’ll Get:

• 3 Different Pricing Formats to fit your business style:

  1. Tiered Packages – Beginner-friendly bundles for individuals & businesses

  2. A La Carte Pricing – Flexible “pay-as-you-go” options for custom returns

  3. Premium Value Packages – Upsell services with VIP, high-end client appeal

✨ Key Features:

• Professionally formatted and easy to customize

• Covers individual and business tax services

• Includes add-ons like tax planning, bookkeeping, and IRS support

• Perfect for virtual or in-person tax prep businesses

• Saves time and sets clear expectations with clients

🎯 Perfect For:

✔ Independent Tax Preparers
✔ CPAs & EAs
✔ Virtual Tax Prep Firms
✔ New businesses setting up fee structures

Present your services with clarity, professionalism, and confidence—while building trust and avoiding pricing confusion.