The CoreLogix™ Tax Prep Pricing Calculator PRO is a professional, easy-to-use spreadsheet designed to help tax preparers calculate consistent fees based on the services and complexity of each tax return.
Instead of guessing what to charge, use the calculator to build a clear client price using your selected preparation fees, forms, schedules, and additional services.
This workbook helps tax professionals:
• Create a customized tax preparation fee structure
• Calculate the total fee before quoting the client
• Account for additional forms, schedules, and services
• Price more complex returns appropriately
• Maintain consistent pricing across clients
• Reduce undercharging and pricing errors
• Clearly explain how a client’s preparation fee was determined
• Update the pricing amounts to fit their own tax businessIdeal for independent tax preparers, EFIN holders, tax office owners, and growing tax firms that want a more organized and professional pricing process.
DIGITAL PRODUCT NOTICE
This is a downloadable Microsoft Excel workbook. No physical product will be shipped. Microsoft Excel or compatible spreadsheet software may be required. This calculator is a business-pricing resource and does not prepare tax returns or replace professional tax judgment.
