Freelance Tax Strategist Templates

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

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Freelance Tax Strategist Templates

There is a huge number of templates that someone in the Freelance Tax Strategist 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 Strategist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Income Statement
2. Quarterly Balance Sheet
3. Annual Profit and Loss Statement
4. Tax Deduction Checklist
5. Tax Planning Worksheet
6. Client Information Form
7. Tax Return Template
8. Expense Tracking Spreadsheet
9. Tax Payment Schedule
10. Tax Audit Preparation Checklist


Reports are often prepared by a Freelance Tax Strategist 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. Income Statement Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Profit and Loss Report
5. Accounts Receivable Aging Report
6. Accounts Payable Aging Report
7. Tax Liability Report
8. Expense Analysis Report
9. Budget Variance Report
10. Financial Ratios 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 Strategist does and how they do it.


Freelance Tax Strategist 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 Financial Analysis
2. Tax Planning Strategies
3. Yearly Tax Compliance
4. Investment Portfolio Review
5. Business Expense Optimization

Legal Docs

There are several key times when a Freelance Tax Strategist 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 Planning Agreement
2. Client Engagement Letter
3. Confidentiality Agreement
4. Tax Return Preparation Checklist
5. Tax Audit Response Template

Health & Safety Templates

Health & Safety templates for a Freelance Tax Strategist 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 Strategist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Client Meeting Calendar
3. Tax Filing Deadlines Calendar
4. Expense Tracking Calendar
5. Business Development Calendar

Invoice Templates

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

1. Monthly Tax Consultation Invoice
2. Tax Preparation and Filing Invoice
3. Financial Analysis and Planning Invoice
4. Bookkeeping and Recordkeeping Invoice
5. Tax Audit Support and Representation Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Tax Planning Survey
3. Financial Health Assessment Survey
4. Tax Compliance Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Freelance Tax Strategist 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 Update Meeting
2. Tax Planning Strategy Meeting
3. Quarterly Financial Review Meeting
4. Annual Tax Filing Preparation Meeting
5. Business Development Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Tax Deduction Tracker


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

1. Monthly Income and Expense Dashboard
2. Tax Deductions and Credits Dashboard
3. Client Billing and Invoicing Dashboard
4. Financial Statements and Analysis Dashboard
5. Tax Compliance and Reporting Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Tax Strategist 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. Monthly Tax Planning Proposal
2. Tax Compliance Proposal
3. Tax Audit Support Proposal
4. Tax Strategy Implementation Proposal
5. Tax Advisory Services Proposal

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 Strategist 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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