Our Discounts Available

Tax Preparation Discount Structure

As your CFO, I’m excited to present our new discount structure that balances client satisfaction with financial sustainability. Here’s my recommendation for pricing discounts:

Family & Relationship Discounts

• Family/Friends of Tax Preparers: 25% discount on all services. Our team members’ loved ones deserve special treatment.
• Family/Dependents of Clients: 15% discount for immediate family members or dependents of existing clients. This encourages family referrals.

Demographic Discounts

• Students: 20% discount with a valid student ID. I want to help young people establish good tax habits early.
• Senior Citizens: 15% discount for clients 65+. Many seniors are on fixed incomes, which shows we value them.

Client Acquisition & Retention

• New Clients: 10% discount on first-time service to overcome the hurdle of switching preparers.
• Returning Customers: Loyalty program with a 5% base discount that increases by 2% annually (capped at 15%).

Promotional & Seasonal Discounts

• Advertised Coupons: Seasonal promotions ranging from 10-15% discount, strategically timed for slower periods.
• Early Filing Incentive: 10% discount for filing before March 1, which helps manage our workflow.

Special Situations

• Service Error Remediation: 50% discount on the next service if we made an error previously. I believe in owning our mistakes.
• Charities/Non-profits: 25% discount on all services. We support organizations doing good work.
• Pro Bono Work: Full service at no cost for 5 qualifying low-income clients per tax season, selected through application.
• Vocational Affiliations: 15% discount for veterans, active military, first responders, clergy, and educators. This aligns with our values of recognizing service.