Pricing is where many new preparers struggle. The clearest, most defensible approach is to price by the complexity of the return rather than by a promised refund.
Price by complexity, not by refund
Refund-based pricing creates a conflict of interest and can mislead clients. Complexity-based tiers are transparent and sustainable.
Build simple tiers
- Simple returns with straightforward income
- Moderate returns with additional schedules
- Complex returns with self-employment, rentals, or multiple states
Common questions
Frequently asked questions
Should I charge based on the refund?
No. Refund-based fees create a conflict of interest. Price by complexity and time instead.