Tax Proposal Template Sample | Proposal Example

Tax Proposal Template

Overview

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.

Why Me

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.

I’ve been working as a professional business accountant for close to a decade years. My certifications include [X] and [X].
I’m passionate about what I do, and my work is as thorough as possible to ensure I don’t miss any detail that can risk your finances.
I’ve worked with other businesses related to yours and got excellent results. Some of these companies operate in your industry. If you’re interested, you can ask for more information about my performance here [Website].
My work goes beyond tax preparation services. You can also expect professional advice and guidance throughout any potential audits and appeals.

Services

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.

Fees

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]

What My Clients Say

[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].

Milestones

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.

Terms and Conditions

Here’s everything you should know before getting started with my services as a tax professional:

Any financial information provided by you or your company is strictly confidential. I’m not allowed to discuss any information with unrelated third parties. When the contract expires or is terminated, any sensitive information on my end will be destroyed.
My payment structure will be based on the pricing structure you select. I can work at a minimum of [X] hours per week. Payments can be made through digital bank transfers or cheques.
If you request additional work outside of the initial agreement, I have the right to make a cost reassessment. My extra fees are charged at a rate of [X] per hour.
You agree to provide at least two weeks of notice before ending the contract and also commit to pay for all the completed work hours.

Contact me if you have any questions. I’m eager to bring your business to the next level with my services.

Tax Proposal Template

Prepared For Mr. Aman Tilak