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Engagement Models

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1 entry 5 related topics Updated April 29, 2024

What's the realistic per-return pricing for an independent tax prep firm, and how do you scale beyond seasonal income?

tax-pricingindependent-prepseasonal-revenuepayroll-scalingengagement-modelsApr 29

The Math on Per-Return Pricing Most independent tax preparers charge $150–$400 per return depending on complexity. Here's the breakdown: - Simple 1040: $150–$250 (W-2 income, standard deduction, maybe one side gig). - Self-employed/Schedule…

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Tax Pricing (1)Independent Prep (1)Seasonal Revenue (1)Payroll Scaling (1)Cash Flow (1)