Curious about how your pricing compares to other tax professionals across the country? Check out our free 2019 Tax Resolution Pricing Report.
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Figuring out how to price your tax resolution services can be difficult. You don’t want to charge too little and sell yourself short, but you also don’t want to charge so much that potential clients go to your competition instead. Many factors are involved in setting pricing: which services you offer, what kind of clients you help, your billing method, etc.
To try to make tax resolution pricing easier, for the past three years we’ve surveyed tax professionals across the country and asked them tons of questions about how they price their services. We asked them about Offer in Compromise, Penalty Abatement, Innocent Spouse, Installment Agreement, Liens and Levies services, and Trust Fund Recovery. Here are a few insights we gained from 2019’s survey:
To learn more about these numbers, as well as check out more of the insights we gained and see how you compare to other tax professionals, download the free report.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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