Looking for a professional, compliance-ready tax consultant invoice template? GoInvoice provides a free, easy-to-use invoice format designed specifically for tax professionals — including tax preparers, enrolled agents, and CPAs. Whether you’re filing returns, providing year-round consulting, or offering audit support, this template keeps your billing clear and client-ready.
Built to Earn
Your Trust
Proven. Trusted. Scalable.
GoInvoice is one of the only invoicing platforms offering templates specifically for tax professionals.
Unlike Zoho Invoice or QuickBooks, GoInvoice lets you bill by form, filing type, service category, or hourly — while including notes for compliance, deadlines, and documentation.
Your clients trust you with their financial health. We help you bill them with precision.
Industry Use Case Overview
Tax prep and consulting services are highly regulated and time-sensitive, so your invoice should clearly reflect that with transparent line items for filings, advice, and representation; separate details for state and federal returns; notes on filing status, deadlines, or client responsibilities; charges for expedited or amended filings; and a compliance-ready format suitable for bookkeeping or audits—ensuring clarity, avoiding confusion, and reinforcing your firm’s professionalism and credibility.
Step-by-Step
Add client details, tax year, and filing type
Itemize services — preparation, advisory, representation, amendments
Send via GoInvoice or download instantly — with built-in payment links
Real-World Example
Business: Balanced Books & Returns
Focus: Individual and small business tax filings + year-round planning
Use Case: “During busy season, we invoice dozens of clients weekly. GoInvoice lets us create and send branded, itemized invoices with form-level clarity. Clients love the structure, and we love getting paid without follow-ups.”
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Bill Smart. File Fast.
Your expertise saves your clients money and stress.
Let GoInvoice help you bill with the same level of clarity and care.
👉 Try GoInvoice’s free tax consultant invoice template today — and keep your practice as organized as your clients’ returns.