Free Tax Advisor Quote Template
Tax advisors quote because the complexity of a tax return varies enormously: a straightforward SME with one revenue stream costs very differently from a company with international subsidiaries, share options, and R&D credits. A written quote prevents scope disputes when the return takes longer than expected.
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What should a tax advisor put on a quote?
A tax advisory quote sets out the planned services and the fee before the work begins, such as a corporate return, VAT setup, and a planning session. List each service and whether it is a fixed fee or an estimate, and note what could change the scope. The figure is an estimate until accepted.
Typical line items
- Corporate tax return preparation and filing
- VAT registration and compliance setup
- Tax planning advisory session (2 hours)
- Personal or self-assessment return
- Correspondence with the tax authority
- Hourly or fixed fee basis
- Estimated hours for variable work
- Annual review and filing
How the work is charged
Tax advisors usually quote a fixed fee for defined work like a return or registration, and an hourly estimate for planning or open-ended advice. The basis is stated clearly so the client can compare.
Payment terms and deposits
A quote commonly proposes a fee on completion or staged for ongoing work, with planning billed by the hour. The fee holds for a stated period and remains an estimate until accepted.
Tax and compliance
If you are registered for sales tax or VAT, show it as a separate line with your registration number. Tax rules and filing requirements differ by jurisdiction, so confirm what applies to the client.
Frequently asked questions
How much does a tax advisor charge?
Tax advisors typically charge €120 to €250 per hour. A corporation tax return for a small company costs €600 to €1,500. VAT registration and first filing setup runs €300 to €600. R&D tax credit claims cost €1,500 to €5,000 depending on the complexity and claim size, often on a success fee basis.
What's the difference between a tax advisor and a tax accountant?
A tax accountant handles compliance: preparing and filing returns accurately. A tax advisor focuses on planning: structuring transactions to minimise tax liability legally. Many firms offer both services. Quote them separately so clients understand what they're paying for and what strategic value they're getting.
Should tax advisors quote a fixed fee or hourly rate?
Fixed fees work well for defined compliance work like annual returns. Hourly rates work better for planning and advisory where the scope isn't known upfront. Many tax advisors offer a fixed fee for returns with an hourly overflow rate if the complexity turns out to be higher than expected. State this in the quote.
Related quote templates
Read the complete quoting guide to see how to price a job and turn an accepted quote into an invoice.
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