Freelance Tax Attorney Templates

Looking for Freelance Tax Attorney Templates to download? See the main templates that a Freelance Tax Attorney would use in their day-to-day work.

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Freelance Tax Attorney Templates

There is a huge number of templates that someone in the Freelance Tax Attorney role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Tax Attorney. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Intake Form
2. Engagement Letter
3. Tax Return Checklist
4. Tax Return Organizer
5. Tax Research Memo
6. IRS Correspondence Template
7. Billing Invoice
8. Time Tracking Spreadsheet
9. Expense Tracking Spreadsheet
10. Business Plan Template


Reports are often prepared by a Freelance Tax Attorney to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Income Statement Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Accounts Receivable Aging Report
5. Accounts Payable Aging Report
6. Profit and Loss Report
7. Tax Liability Report
8. Tax Deduction Report
9. Client Billing Report
10. Expense Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Tax Attorney does and how they do it.

1. Client Intake SOP
2. Tax Research SOP
3. Tax Planning SOP
4. Tax Return Preparation SOP
5. Audit Support SOP
6. IRS Correspondence SOP
7. Tax Dispute Resolution SOP
8. Tax Compliance SOP
9. Client Communication SOP
10. Billing and Invoicing SOP


Freelance Tax Attorney presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Tax Updates
2. Tax Planning Strategies
3. IRS Audit Preparation
4. Tax Compliance Guidelines
5. Tax Law Changes

Legal Docs

There are several key times when a Freelance Tax Attorney needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Tax Return Template
2. Tax Planning Template
3. Tax Audit Template
4. Tax Dispute Template
5. Tax Research Template

Health & Safety Templates

Health & Safety templates for a Freelance Tax Attorney ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template


Setting up Freelance Tax Attorney calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Billing Calendar
2. Tax Filing Deadlines Calendar
3. Client Meeting Schedule Calendar
4. Expense Tracking Calendar
5. Project Milestones Calendar

Invoice Templates

Several types of Freelance Tax Attorney invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Invoice: This template is used to bill clients for legal services rendered during the month.
2. Expense Invoice: This template is used to invoice clients for any reimbursable expenses incurred on their behalf.
3. Retainer Invoice: This template is used to bill clients for upfront retainer fees or to request replenishment of retainer funds.
4. Late Payment Invoice: This template is used to remind clients of overdue payments and request immediate settlement.
5. Monthly Summary Invoice: This template provides a comprehensive summary of all billable hours, expenses, and payments made during the month

Survey Templates

For a Freelance Tax Attorney to get insights related to the work they do, they need to send out Freelance Tax Attorney surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Tax Preparation Feedback Survey
3. Tax Planning Survey
4. Tax Law Knowledge Assessment Survey
5. Financial Reporting Survey

Meeting Agendas

Having premade Freelance Tax Attorney meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Client Consultation Meeting
2. Internal Team Strategy Meeting
3. Quarterly Financial Review Meeting
4. Annual Tax Planning Meeting
5. Regulatory Compliance Update Meeting

Budget Templates

To manage finances well, a Freelance Tax Attorney would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Client Billing Template
3. Monthly Budget Planner
4. Tax Deduction Worksheet
5. Savings and Investment Tracker


Dashboards are a useful way for a Freelance Tax Attorney to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Tax Compliance Dashboard
3. Client Billing Dashboard
4. Expense Tracking Dashboard
5. Client Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Tax Attorney needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Tax Planning Proposal – This proposal outlines strategies for minimizing tax liabilities and maximizing tax benefits for clients.
2. Audit Defense Proposal – This proposal provides a plan for defending clients in the event of an IRS audit.
3. Business Formation Proposal – This proposal outlines the steps and legal requirements for forming a new business entity.
4. Estate Planning Proposal – This proposal provides guidance on how to minimize estate taxes and ensure the smooth transfer of assets to heirs.
5. Tax Controversy Proposal – This proposal outlines strategies for resolving disputes with the IRS or state tax authorities

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Tax Attorney templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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