Easily customize this tax proposal template and send it online to impress your clients and get more proposals signed.
Create your proposalThe original language of this template is English, but you can always use the translated text.
It doesn’t matter which stage your business is at; you need proper accounting services to ensure you’re not missing any details when paying your taxes.
Finances are one of the most complex parts to manage for any business, especially if you don’t know how to handle them. It’s crucial to be as organized and thorough as possible to ensure your business operates smoothly all year long.
Taking care of your taxes yourself can take up valuable time and resources, and that’s what I’m here to help with. I’m a certified tax professional with [X] years in the field, and I’m committed to managing even the smallest details surrounding your finances so that you can focus on other important parts of your company.
I’ve done thorough research about your industry, and I’m positive I can use my knowledge and skills to become a valuable asset to your company.
As an experienced accountant, I offer a wide range of tax preparation and related services. Most of these services can be requested on a one-off, monthly or quarterly basis.
Tax Preparation and Filing
I’ll help you prepare and file your annual tax returns, ensuring all your income, expenses, and other related information is covered correctly.
Daily Bank Reconciliation
I’ll cross-check the bank’s information with your payment statements to ensure that all the payments you received were correctly deposited into your account.
Monthly Payroll Services
I’ll ensure you can deal with the monthly payroll without any stress. Your employees will receive their money according to what was agreed in the contract.
VAT/GST Submissions
I’ll help you identify your VAT/GST values or indirect taxes and ensure you’re compliant with the law.
Tax Penalties
I’ll help you understand the potential tax penalties you can face and how you can take care of them with the right services.
Tax Audits
I can assist you in navigating any formal investigation your company gets to verify your financial information.
Tax Appeals
If you get involved in any official disputes with the IRS, I’ll help you resolve the disagreement through a comprehensive appeal process.
Here’s a breakdown of the costs of tax-related services that I offer:
| Services | Cost |
| Tax Preparation & Filing | [Price] |
| Bookkeeping | [Price] |
| Tax Advisory [Individual] | [Price] |
| Tax Advisory [Corporate] | [Price] |
| Tax Audits & Reviews | [Price] |
| Payroll & Returns | [Price] |
| Legal Disputes & Research | [Price] |
[Client’s Name]
I used [Name]’s services for a little over two years, and I can’t tell you how much they helped. I’m an organized person myself, but when you have to deal with other aspects of your company too, there’s little to no room to manage your finances correctly. Working with him/her is a decision I won’t regret anytime soon.” – [Client]
[Client’s Name]
My team and I didn’t pay too much attention to our finances until it was too late, and that’s a mistake we won’t make again. Not only did [Name] help us get our financials in check, but they also gave me advice on how I can avoid common mistakes while recording my finances. I’m happy with the results our team got!” – [Client].
To ensure the success of my services, I’ll schedule meetings where we’ll address the most crucial aspects of your business.
I created a suggested schedule we can follow. If you’re interested in adjusting it to fit your needs, let me know:
| Initial Meetup | ASAP |
| Monthly Check-In | Once a month |
| Quarterly Check-In | Every 4 months |
| Annual Check-In | Once a Year |
Once you sign the agreement, you can contact me at any time of the day. I’ll answer as soon as possible. You can expect my answer to arrive within 24 hours and no later than that.
Here’s everything you should know before getting started with my services as a tax professional:
Contact me if you have any questions. I’m eager to bring your business to the next level with my services.
Prospero team
Mr. Aman Tilak
