Confidently Price Your 1040 Services in Minutes

 

Streamline your 1040 individual tax return pricing with an interactive, fully customizable calculator. Presented as 3 tiers of service levels.

Price and sell with confidence.

This calculator allows you to quickly and consistently price your 1040 tax prep engagements using a three tiered service level approach.

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Set Your Fees

Enter your desired fees and customize your three service tiers (Basic, Essential, Premium).

Meet with Clients

Use the interview tab to gather client information and price your services with confidence.

Make the Sale

Present the service tiers and pricing to your client, make the sale, and print the proposal for signature.

Pricing 1040 tax prep services is hard. This calculator will help you price and sell your services with confidence.

 

Key Features & Benefits

  • Customizable Pricing Template
    Adjust your base fee and charges for additional complexity (Schedule C, Schedule A, Schedule E, K-1s, etc.).
  • Gather Client Information
    Use the interview tab to gather necessary client information for confidently pricing your tax services.
  • Make Adjustments on the Fly
    Use the price adjustment option to edit pricing up or down on the fly based on information the client provides (or for any reason you need to).
  • Present the Options to the Client with Confidence
    Use the Service Option tab to present a three tier service level option and sell your services with confidence.
  • Deliver Professional Proposals
    Print the Service Option tab for clients to sign the proposal.
  • Price Quickly and Confidently
    No more losing a sale while clients wait for you to put together a proposal or because you aren't confident in pricing your work up front. Price your service options in minutes, give clients choices for different levels of service, and close the sale during the client meeting!
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Learn From an Experienced CPA Who’s Been in Your Shoes

I'm Brad, a CPA with over 15 years of experience helping small business owners navigate taxes and business structure. As a business owner myself, I understand how difficult it can be to price with confidence.

This calculator has helped me price returns in minutes with confidence and clarity for over 6 years. I've grown my firm by using the interview section to standardize my new client appointments, the calculations to price my work confidently, and the three tier proposal methodology to present to the client and make the sale. Now you can do the same!

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