Your Company
October 17, 2026
Your Company
Your Client
123 Street Name, Ste 987
Sampletown, XY 50001
Thank you for asking Your Company to prepare this year's returns. This proposal covers the returns we'll prepare, what we need from you and when, and three options to choose from.
[Summarize the situation, for example: the business is an S corporation with two owners. Each owner is paid wages by the company and has a mortgage, some investment income, and no other businesses.]
Fees are fixed for the returns described. Additional states, rental properties, or other businesses are quoted before we begin.
The company's federal and state returns, with a schedule for each owner
| Description | Units | Unit Price | Total Price | |
|---|---|---|---|---|
|
Business federal and state returns |
1 | $2,400.00 | $2,400.00 | |
|
Owner income schedules |
2 | $150.00 | $300.00 | |
| Total | USD $2,700.00 | |||
The company's returns, plus each owner's individual returns
| Description | Units | Unit Price | Total Price | |
|---|---|---|---|---|
|
Business federal and state returns |
1 | $2,400.00 | $2,400.00 | |
|
Owner income schedules |
2 | $150.00 | $300.00 | |
|
Owner individual federal and state returns |
2 | $850.00 | $1,700.00 | |
| Total | USD $4,400.00 | |||
All of the returns, plus quarterly estimates and a mid-year projection
| Description | Units | Unit Price | Total Price | |
|---|---|---|---|---|
|
Business federal and state returns |
1 | $2,400.00 | $2,400.00 | |
|
Owner income schedules |
2 | $150.00 | $300.00 | |
|
Owner individual federal and state returns |
2 | $850.00 | $1,700.00 | |
|
Quarterly estimated tax calculations |
4 | $300.00 | $1,200.00 | |
|
Mid-year tax projection meeting |
1 | $600.00 | $600.00 | |
| Total | USD $6,200.00 | |||
If your documents arrive after the dates above, we'll file extensions at no extra charge and complete the returns in order of when information arrives. An extension usually gives more time to file, not more time to pay, so we'll estimate any tax due by the original deadline.
Responding to notices or examinations from a tax authority, amended returns, bookkeeping, payroll and sales tax returns, and returns in states not listed. We're happy to quote any of these separately.
50% of the selected option is due on signing, and the balance when the returns are ready for your review. Invoices are due within 15 days. You can pay online by card or bank transfer.
Choose an option and sign below to accept this proposal. We'll send an engagement letter for your signature and a list of the documents we need.