Tax Proposal For Individuals Template
(Form 1040)
Win Prospects Over This Proposal. Make Your Client Says YES!
PREMIUM PROPOSAL SAMPLE
Tax Service Providers, Create A Proposal That Your Work Deserves With This Professional Tax Preparation For Individual Proposal Template
If you are a Tax service provider or an accounting firm, you’ve already written lots of proposal in your career. And we understand that writing each proposal from scratch is definitely a headache and that’s why we’ve made it easier for you. Use this professionally made premium tax proposal template.
We’ve put together all the elements that you’ll need in the template to impress your prospects you just have to fill in the blanks and customize it as you feel right.
Why Use Fresh Proposals’ Tax Proposal?
To streamline and grow your tax service
Prepare & send proposals in minutes
Ready to use services and terms , Fully customizable
Seamless team collaboration
Sign or get it esigned/ Go green
Built-in, interactive pricing for client
Get paid, charge recurring fee
Automate proposal renewals
Bulk send personalized proposals
Business Proposal to Provide Tax Services for Individuals
Stunning Cover Page
Get your prospective client interested in your services. Professionally designed cover letters will certainly make the best first impression about your tax services. You will be able to customize the text along with the placeholder variable. Send it to your next client and you don’t have to type the client name again.
Clearly Defined Tax Services
Specifics are crucial for accounting proposals. It is even more critical in the case of payroll proposals. Let your clients clearly understand the services you will offer. This section outlines tax services like preparing federal and state income tax returns (Form 1040), including all necessary statements, and schedules. You can customize this section as per client’s need.
Proposal Fee with Value Pricing
Not many professionals realize that value pricing can be a game change for their business. Use tiered pricing packages to bundle your service offer. You can list services, set price points, and visually present the value you offer. Opportune upselling can change the fortune of your business..
Get a pre-designed tiered pricing with this template and customize it for your own practice
Terms of Services
Get your terms of services right. This template gives you terms of services, you can review, seek legal opinion to update it appropriate for your own business. It covers responsibilities, document ownership, privacy, jurisdiction, terminal clause and many other topics.
eSignature to Sign-off Proposal
This template comes with built-in eSignature for you and your clients. A proposal signed using Fresh Proposals software becomes a legally binding document complying with the eSIGN (US) law. You can customize this section, add as many signatures as you need to, and assign to the signing role so that, even if a person changes, you can simply reassign the role and the next assigned person can sign it
Template Information
$XX.xx
Details
Accounting Firms, Tax Service Providers
Includes Tiered Pricing
Includes eSignature
Track Buyer Engagement
Prerequisites
Business Tier Plan
Advantages of Proposal Templates
Make The Best First Impression: Hook Them Up
When your client receives your proposal, they would want to open it right away. Use this free proposal template to get the reactions like, “Wow”, “Cool”, “These guys are impressive”
Ready to Use Templates : Save Time
Get your proposal in front of your prospects quickly so that you don’t lose the next business. Pick this ready to use polished proposal template and outrank your competitors. No more struggling with proposal pieces.
100% Customizable: Make It Your Thing
These templates are 100% editable and customizable. Pick your free proposal template and customize it to suit your brand. The sections, text, color, images everything can be changed.
Clean Structure: Easy Navigation
With clean structure in your proposal, you can make it super easy for your clients to uncover, understand your proposal better. Clear structure helps your clients to set their expectations, right from the beginning.
Interactive Quotation / Pricing
This proposal template has interactive quotation; meaning if you want, client can change quantity, select/deselect services and s/he can check final total (again configurable) along with applicable taxes & discounts
Download and Save as PDF
Would you ever need proposals in Microsoft Word format? I doubt. With online editor, tracking for proposal, you are better off with Fresh Proposals software. You can also download proposal PDF file.
LEARN MORE ABOUT HOW WE’RE CHANGING THE WAY SALES PROPOSAL WORK?
Request more information about sales proposal by entering your email id below.
Business Proposal to Provide Bookkeeping Services
Stunning Cover Page
Get your prospective client interested in your services. Professionally designed cover letters will certainly make the best first impression about your bookkeeping services. You will be able to customize the text along with the placeholder variable. Send it to your next client and you don’t have to type the client name again.
Clearly Defined Bookkeeping Services
Specifics are crucial for accounting proposals. It is even more critical in the case of bookkeeping proposals. Let your clients clearly understand the services you will offer. This section outlines bookkeeping services like a weekly review of books, managing accounts payable, and reconciling all bank and credit card accounts. You can customize this section as per the client’s need.
Proposal Fee with Value Pricing
Not many professionals realize that value pricing can be a game change for their business. Use tiered pricing packages to bundle your service offer. You can list services, set price points, and visually present the value you offer. Opportune upselling can change the fortune of your business..
Get a pre-designed tiered pricing with this template and customize it for your own practice
Terms of Services
Get your terms of services right. This template gives you terms of services, you can review, seek legal opinion to update it appropriate for your own business. It covers responsibilities, document ownership, privacy, jurisdiction, terminal clause and many other topics.
eSignature to Sign-off Proposal
This template comes with built-in eSignature for you and your clients. A proposal signed using Fresh Proposals software becomes a legally binding document complying with the eSIGN (US) law. You can customize this section, add as many signatures as you need to, and assign to the signing role so that, even if a person changes, you can simply reassign the role and the next assigned person can sign it
Template Information
$XX.xx
Details
Accounting Firms, Bookkeepers
Includes Tiered Pricing
Includes eSignature
Track Buyer Engagement
Prerequisites
Business Tier Plan
Accounting Proposal Templates
Accounting Engagement Letters
Disengagement Letters
Accounting Pricing Examples
USE FRESH PROPOSALS TOOL AND INCREASE YOUR SALES
Send Professionally Designed Proposals. Clients Will Readily Prefer of You
100 % Customizable Template
Though this template is professionally designed, it is 100 % customizable. You can modify its design, fonts, images as well as content as you would like.
Show Your Best Work
Include your portfolio of photoshoots, images as well as videos in your proposal. Let your prospect/ client experience your capabilities, skills better
Interactive Quote
One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.
Drag-n-Drop Content Editor
You have lot more flexibility and superior control how your proposal is going to look like. You can drag-drop desired content using online editor.
Track Prospect Insights
Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.
Online Signature, Acceptance
Be that forward looking vendor who uses cutting edge tools and technologies. You will be sending proposal that your clients can sign online.
TRY FRESHPROPOSALS NOW