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Tax Preparation (Accounting) Proposal Template

Tax preparation (accounting) proposals feature an accounting firm’s knowledge of current tax laws and experience in order to secure new clients. These documents must explicitly present the firm’s pricing and service packages since they must be transparent and easily understood.

Types Of Tax Preparation (Accounting) Proposals (10)

  1. Amended Tax Return – This proposal specifically shows an accounting firm’s skills in filing corrections with the I.R.S. and other tax entities.
  2. Business Tax Preparation – A proposal that is designed to show businesses an accounting firm’s proficiency in various tax situations.
  3. Corporate Tax Preparation – This proposal is sent to larger corporations specifically seeking accounting firms to handle their tax functions, preparation, and strategies.
  4. Estate and Trust Tax – Proposals developed to seek estate or trust clients requiring tax services while remaining compliant.
  5. High-Net-Worth Individual Tax – Proposals written to approach individuals with a significantly high-level financial portfolio requiring tax functions.
  6. Individual Tax Preparation – Accounting firms showcase their tax filing strategies (e.g., deductions) to obtain individual clients in this proposal.
  7. International Tax Preparation – Accounting firms proficient in international tax regulations send this proposal to clients with cross-border taxation requirements.
  8. Nonprofit Tax Preparation – Proposals explicitly promoting an accounting firm’s strategies and expertise to prepare or manage a nonprofit’s tax needs.
  9. Partnership Tax – Proposals to prepare a partnership’s (i.e., general, limited liability) taxes, focusing on the accounting firm’s costs and experience.
  10. Sole Proprietor Tax Preparation – Accounting firms approach individual business owners with this proposal in order to offer their tax preparation services.

What Should Be Included (16 Items)

  1. Cover Page
  2. Tax Preparation Proposal Introduction
  3. Executive Summary
  4. Tax Client Information
  5. Scope Of Tax Preparation Services
  6. Document Collection
  7. Tax Planning
  8. Filing Deadlines And Extensions
  9. Communication Plan
  10. Client Responsibilities
  11. Fee Structure
  12. Payment Terms
  13. Confidentiality And Security
  14. Compliance And Regulations
  15. Disclaimer And Limitations
  16. Client Acknowledgment
  17. Conclusion
  18. Appendices


1. Cover Page

Optionally, develop a cover to accompany this proposal so that it makes a positive first impression on the client. Design this cover with information that identifies the sender as well as the proposal’s reference information and content.

  • Tax Preparation (Accounting) Proposal Title

  • Proposal Author, Submission Date, Contact Information

  • Tax Client Name, Tax Client Office Information

  • Executive Summary (Optional), Crisp Design

  • Promotional Language, Accounting Partners, Logos

2. Tax Preparation Proposal Introduction

Address the reader using their formal name while summarizing the sender’s purpose in this document. Additionally, give some background information on the accounting firm and discuss its business objectives.

  • Accounting Firm Information, Proposal Objective
  • Tax Filing Assistance, Tax Consultation Services
  • IRS Compliance Assistance, Tax Saving Strategies
  • Personalized Tax Solutions, Corporate Tax Preparation
  • Individual Returns, Small Business Tax Service

3. Executive Summary

Compose an informative but concisely worded summary of this proposal. Bring the firm’s qualifications as well as this proposal’s incentives together to incentivize the tax accounting client.

  • Tax Filing Solutions, Financial Planning, Tax Preparation Services
  • Tax Compliance, Tax Consultancy, Tax Advisory
  • IRS Regulations, Deductions, Credits, Planning Strategies
  • Certified Tax Professionals, Tax Season Support
  • Tax Software Integration, Bookkeeping Services

4. Tax Client Information

Deliver a description and an assessment of the tax accounting client’s position, such as their tax I.D. number and filing status. Produce this section in order to show the client the relevant services the firm provides.

  • Client Information, Client Tax Status, Client Needs

  • Trusted Tax Professionals, Expert Tax Advisors

  • Tax Assistance, Hassle-Free Tax Preparation

  • IRS-Compliant Tax Solutions, Tax Strategies

  • Transparent Pricing, Tax Analysis

5. Scope Of Tax Preparation Services

Produce an explicitly worded listing of the proposed tax and accounting tasks. For example, discuss any tax returns the firm will prepare and each required step.

  • Sole Proprietorship Taxes, Partnership Tax Filing

  • Tax Deductions Strategy, Tax Liability Assessment

  • Tax Credit Analysis, Tax Compliance, Tax Return Preparation
  • Quarterly Tax Filings, Electronic Tax Filing

  • Tax Audit Support, Federal Tax Preparation

6. Document Collection

Inform the client of the tax and other financial documents that must be made available, as well as the applicable deadlines. Specifically, outline the process for gathering these documents from the client and other sources.

  • Income Verification Documents, Document Submission Process
  • W-2 Forms Submission, 1099 Forms Submission, Tax Data Collection

  • Financial Statements Gathering, Business Expense Records
  • Deduction Receipts Organization, Property Tax Records

  • Retirement Account Statements, Mortgage Interest Statements

7. Tax Planning

Explain the firm’s tax preparation approach to the client’s needs so they are abreast of its plan. Additionally, show how such strategies aid in finding deductions and other opportunities for the client.

  • Tax Minimization Strategies, Year-Round Tax Advice
  • Tax Planning, Retirement Tax Planning, Estate Tax Planning
  • Capital Gains Tax Planning, Self-Employed Strategies
  • Family Tax Planning, High-Net-Worth Tax Strategy

  • Optimization Techniques, Small Business Planning

8. Filing Deadlines And Extensions

Produce the calendar or timeline for the tax accounting tasks since many tax functions come with a deadline. Also, discuss the process for specific relevant functions, such as filing for extensions.

  • IRS Filing Deadlines, Extension Deadlines
  • Late Filing Penalties, Tax Filing Calendar
  • Deadline Reminders, Federal Deadlines
  • State Tax Filing Dates, Quarterly Deadlines
  • Tax Season Updates, Cut-Off Dates, Submission Dates

9. Communication Plan

Define operational communication protocols and procedures during the proposal’s scope. Furnish the preferred communication methods and all contact points in detail.

  • Client Communication Strategy, Channels, Frequency
  • Tax preparation Updates, Responsive Client Service
  • Client Feedback Mechanism, Dedicated Client Support
  • Communication Guidelines, Protocols, Client Outreach
  • Direct Communication Challenge, Interactive Client Sessions

10. Client Responsibilities

Lay out every task the client must complete as well as every procedure they must follow. For example, detail the documents the client must supply and how they must be submitted.

  • Accurate Data Entry, Tax Filing Authorization, Audit Cooperation
  • Tax Deduction Verification, Tax Payment Schedules

  • IRS Correspondence, Tax Credit Verification, Compliance

  • Tax Preparation Fees, Updated Contact Information
  • Draft Tax Return Review, Receipt Organization

11. Fee Structure

Detail each tax preparation bundle or package that is offered by this document. Also, if relevant, discuss the flexibility options available to the client.

  • Tax Preparation Fees, Fee Structure, Pricing Details
  • Accounting Service Rates, Cost Breakdown, Transparent Pricing
  • Hourly Billing Rates, Fixed-Rate Tax Preparation
  • Affordable Tax Services, Value-Based Pricing

  • Negotiable Fees, Competitive Pricing, Flexible Payment Options

12. Payment Terms

Declare the terms of payment, such as the accepted methods and deadlines. In addition to the essential requirement, discuss budget-friendly payment options.

  • Payment Options, Secure Payment Methods, Credit Card Payments
  • Payment Schedules, Online Payment Options

  • Electronic Payment Methods, Payment Process

  • Payment Deadlines, Deferred Payment Plans
  • Instant Payment Confirmation, Transparent Payment Policies

13. Confidentiality And Security

Present the measures to protect the client’s information during each stage of the tax accounting preparation process. Especially, inform the client of the digital security protocols the firm implements.

  • Client Privacy, Privacy Policy, Data Confidentiality
  • Secure Data Handling, Secure File Transfer
  • Secure Document Storage, Privacy Laws Compliance
  • Secure Client Portal, Data Access Controls
  • Secure Communication Channels, Confidentiality Agreement

14. Compliance And Regulations

Assure the client of the firm’s compliance with tax laws and the measures to be implemented so the client remains lawful. Ideally, attach the rules and regulations applying to the client in the appendices and cite them accordingly.

  • IRS Regulations, Tax Code Compliance, Legal Tax Obligations
  • Tax Compliance Checklist, Federal Tax Regulations

  • State Tax Regulations, Taxpayer Compliance, Tax Filing Deadlines
  • Tax Code Updates, Compliance Documentation
  • Tax Filing Regulations, Tax Reporting Requirements

15. Disclaimer And Limitations

Produce the necessary disclaimer for the accounting preparation service that is proposed above. Also, present the firm’s limitation to the scope of tax preparation services offered.

  • Legal Disclaimer, Service Limitations
  • Liability Limitations, Professional Disclaimer
  • Service Exclusion, Non-Liability Disclaimer
  • No Guarantees Disclaimer, Client Responsibility Disclaimer
  • Consultation Disclaimer, Tax Preparation Disclaimer

16. Client Acknowledgment

Devote an area explaining this proposal’s terms and conditions as well as enabling the client to provide a signature acknowledgment. Also, display the contact information the client needs to request additional explanations for this contract and supporting paperwork.

  • Client Acknowledgment, Agreement Confirmation
  • Agreement Acceptance, Client Commitment, Payment Confirmation
  • Contract Acknowledgment, Agreement Approval
  • Client Consent, Client Acknowledgment Form, Disclosure Acknowledgment
  • Client Commitment, Client Signature, Signature Date

17. Conclusion

Conclude the proposal with a significantly impressive reiteration of the positive features or benefits. During this summary, make a call to action and display the appropriate contact information to take the next steps.

  • Tax Filing Assistance, Tax Planning Strategies
  • Deduction Optimization, IRS Compliance, Audit Support
  • Tax-Saving Opportunities, Certified Tax Professionals
  • Tax Deadline Reminders, Tax Code Knowledge
  • Closing Statement, Key Takeaways, Final Thoughts, Next Steps

18. Appendices

As mentioned, attach the legal and supporting information to the appendices. This area is also helpful for additional documentation and promotional materials.

  • Additional Resources, Reference Materials
  • Supporting Documents, Supplementary Information
  • Tax Filing FAQ’s, Related Documents, Tax Forms
  • Service Level Agreements (SLA), Tax Preparation Packages
  • Tax Preparation Checklist, Contact Information