Client Relationships

Key Resources as You’re Setting Your Rates for This Tax Season

Written by Tara Stratton
Modified Dec 27, 2018
1 min read

Tax season is just around the corner, and now is the time to reconsider your pricing methodology and rates for the coming season. We have two resources to help you do just that!

1. The 2018 Intuit® Rates Survey

The results for the 2018 Intuit Rates Survey are in! Read this article to learn more about the survey, how other tax professionals and accountants are billing their clients, and what their rates are based on a variety of factors. The article also features an interactive tool for a visual view of survey results.

2. The 2018 Tax Fee Wizard

We’ve partnered with the National Association of Tax Professionals to bring you rate information specifically for professional tax preparers. Get information about how similar tax professionals set their fees based on a few important demographics, including type of certification and number of years in the profession. By answering just three quick questions, you can decrease the dilemma of setting your fees for the coming season by understanding how your peers are charging for their tax services.

Good luck with your pricing for the coming season!

Editor’s note: For more on pricing, read “How to Make Sure Your Pricing is Effective” by David Bergstein, CPA, CITP, CGMA.

Tara Stratton is a marketing manager for Intuit® ProConnect™, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog. More from Tara Stratton