A client signs an engagement letter in November. The fee: $500 for their individual return. Fast forward to March. You’ve spent hours on unexpected Schedule C income, dealt with a multi-state filing situation that wasn’t discussed upfront, and fielded a dozen “quick questions” about estimated taxes and retirement contributions — none of which were scoped […]
Resource Topic: Pricing
Value-Based Pricing for Accountants: Turn Check-Ins into Advisory
Every December, accountants and tax pros fall into a familiar rhythm, booking “year-end check-ins” to wrap up another busy season. And too often, those meetings sound like this: “Everything look good? Any major changes this year? Great. See you in April.”It’s polite, it’s efficient… and it’s a missed opportunity.Right now, your clients are hungry for […]
How to Price Tax Preparation Services for 2026: 7 Steps to Audit Your Tax Practice Pricing Before January
Busy season is around the corner, and 2026 brings new challenges, from simmering inflation to rising software and staff costs. The last thing you want is to like it’s 2016 while operating in 2026. Smart firm owners use the quiet before January to audit their pricing so they don’t work overtime for 2016 rates. In […]