Made for your business
Running your tax preparer business means keeping client inquiries, document requests, service packages, schedules, and status updates organized while hands-on work and customer communication continue. These products give those repeated administrative tasks a practical starting structure, with each page showing the exact format, contents, price, and availability before you choose it.
Pick the product that fits how you work. One-time purchase, instant digital download.
Made for tax preparers
$19.99
Keep six core business forms ready to fill, edit, save, and reuse.
A clearer business workflow
A tax preparation practice packs most of its year into a few months, so pricing and paperwork have to be settled before the season starts. Returns vary widely in effort: a simple individual return, a self-employed return with business schedules and a business return each need their own fee, and prior-year, amended and extension work adds more. Clients also need a clear list of the documents to bring and a record of what they provided. The tools on this page help with that side of the practice: fee pricing from your own time, an editable fee schedule, and forms for client intake and service records.
Give client inquiries, document requests, service packages, schedules, and status updates a consistent home so routine information is easier to capture, review, and carry into the next customer or job step.
Work from your own time, costs, service choices, and business targets before presenting the prices or packages you decide to use in your tax preparer business.
Use organized records and editable starting copy to support scheduling, customer updates, reminders, and follow-up without rebuilding the business workflow each time.
Free reading
Free reading written for US small businesses. Every guide is general information, not legal, tax, accounting, licensing, or insurance advice.
Choosing your tools
Base fees on the forms and schedules involved and the time each return actually takes, rather than one flat price for everything. Many preparers publish a base fee for a simple individual return and add set amounts for each additional schedule. Track your time by return type through one season to check the fees match the work.
Send every client a checklist before the appointment: identification, last year's return, income forms, records for the deductions and credits they plan to claim, and income and expense records for self-employed work. Record what they provided and what is still missing, so nothing depends on memory in the busiest weeks.
Start with the task that currently causes the most repeated work. Choose business documents for routine admin, the calculator for working through prices, or a guide when you are still planning how the business will operate.
Yes. Check the exact formats and contents on each product page, then adapt editable files to your real services, workflow, prices, branding, and customer process before using them.
Requirements can vary by state, city, industry, and business structure. Adapt each file to the way you work. Get qualified legal, tax, accounting, licensing, or insurance advice where needed.
