What is the typical pricing structure for tax planning services when the service results in a client saving $100,000 in taxes?

Forum|Forum|10 months ago
August 12, 2025
3 replies
11 views

Is it usually a combination of a base service charge and a percentage of the tax savings, or solely a percentage of the tax savings?

ProConnect Tax

IRonMaN

Level 15

Have you checked out circular 230 regarding contingent fees?

Slava Ukraini!

P

PC2025Author

Level 4

Tax planning is different from tax filing. So tax planning is not under circular 230 contingent fee restriction. Is it right?

IRonMaN

Level 15

You said you saved a client $100,000. How did you save them money if a return is never filed using that advice? Tax advice and tax prep is intertwined, isn't it?

Slava Ukraini!

J

johnsmith1

Level 3

For tax planning that results in significant savings, like $100,000, pricing structures vary. Many firms charge a flat base fee for the planning work and may add a success or savings-based bonus, though some charge solely a percentage of the tax savings. [Content Remove] typically recommends discussing the structure upfront with clients to balance fairness and transparency, ensuring the fee reflects the complexity and value of the tax planning provided.

BobKamman

Level 15

What is the usual pricing structure for surgical services if the patient lives another 10 years and earns $100K annually? Here at Tumor Labs we charge three times what it's worth, and if the patient complains we cut the bill in half.

IRonMaN

Level 15

We here at Ted's Tires, Taxes, and Tumors throw in a free set of tires for every tumor removed plus this time of year patients also get a coupon for 9.87575618728117537% off on their next tax return.

Slava Ukraini!

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded