Fee structure

Forum|Forum|5 years ago
December 18, 2020
3 replies
8 views

How is the fee structure established?

ProSeries Professional

This topic has been closed for replies.

abctax55

Level 15

What Intuit charges YOU, or what you charge your clients?

HumanKind... Be Both

geiserttaxAuthor

Level 2

What to charge my clients. Is there a way to do standard pricing for simpler returns and one for more complex returns, without editing each clients bill?

L

LLSMITH326

Level 3

Just place a price on certain forms like Schedule A, Schedule E, Schedule F, etc., and the more complex returns will most likely use these forms with the added cost.

George4Tacks

Level 15

I use those monkey-punching numbers and have the software generate an ungodly fee. Then I give the client a nice discount and they LOVE DISCOUNTS. I have used both methods and they all potentially generate a discussion with the client.

The answer to the original question is that I get to charge more here in the San Francisco Area, then I would in the small coastal towns of Northern CA or in the area you might live in. YOU need to decide what YOUR costs are and what YOUR time is worth. There is no universal schedule of fees.

Tax Tools has a possible tool (one of many) that you might like - The following screen is part of the Tax Fee Schedule and Justifier. Overall it is a wonderful piece of software, but I have never used this particular tool.

Answers are easy. Questions are hard!

T

Terry53029

Intuit Community Champion

I also do as George does, as in my area it all about discounts

Lord Happy

Level 5

Happy day....I confess to telling prospective clients that, as an old-time Washington DC firm, our rates start at $4 million, and we discount down from there. I also inform them that our fee includes a free theoretical toilet seat and a custom-imagined wrench that was surplus from the space shuttle days, both valued at well over $20,000.