“What do you charge to do my taxes?” is a fair client question. A useful answer begins with a clear service menu.

In this episode, Jason Carr walks through how to describe tax preparation and planning services without overwhelming clients with form numbers or promising a fee before reviewing the work.

Jason covers:

• How to organize a menu around client needs
• What to say each service includes
• How to identify work that requires a separate quote
• Why preparation and planning need separate descriptions
• How to explain the pricing process
• How the menu, intake form, and engagement letter fit together

Key Takeaways

• Write for clients: Describe the situation each service addresses in ordinary language.
• Define the experience: Say what happens between inquiry and completed work.
• Protect scope: Identify cleanup, amended returns, notice work, and planning as separate work when applicable.
• Give a pricing process: Clients should know when they will receive a firm quote.
• Test the menu: Someone outside the profession should be able to understand it.

Resources Mentioned

• MuseSpring: https://musespring.com
• Tax Business Blueprint Program: https://musespring.com
• The Law Office of Jason Carr, PLLC: https://carrtaxlaw.com

Disclaimer

Content on this channel is provided by MuseSpring LLC for educational and informational purposes only. It does not constitute legal or tax advice or establish an attorney-client relationship. MuseSpring LLC is not a law firm. Jason D. Carr appears in MuseSpring content in his capacity as an educator and founder of MuseSpring LLC, not in his capacity as an attorney with The Law Office of Jason Carr, PLLC. For advice specific to your situation, consult a qualified tax professional or licensed attorney.

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