Websites and marketing for tax preparers.
Ten weeks carry the year. Everything on the site should be built for how those ten weeks actually run.
Built for the ten weeks
Tax preparation has a sharper season than any trade above it. Capacity is the constraint rather than interest, which turns the website's job around: it is there to sort, schedule and collect documents, not to persuade.
The rest of the year is the quieter opportunity. Extensions, quarterly filers and small-business bookkeeping all live outside the season, and they are usually invisible on a site written entirely for April.
Three that fit tax preparation firms
Three of the store’s items, priced
Each one is a real item with a fixed price and its own page saying exactly what it covers and what it needs from you. Nothing on this page is charged, and nothing starts before it is confirmed.
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Start here
Schedule page
$2,125
A schedule page publishes approved hours or availability and gives visitors one checked next step.
Appointments sorted into the slots that exist, for the weeks when capacity is the limit.
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Then this
Onboarding and document-collection form
$1,649
An onboarding form collects agreed files and details in one place so the business can see what is still missing.
Documents collected in one place, in order, instead of in a stack of emails.
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And this
Seasonal promotion page
$3,875
A seasonal promotion page explains the approved offer, end date, and next step in one place.
A page that changes with the season, so the site is not written for April all year.
Not sure which of the three, or whether any of them is the right first move? The free check answers that before anything is bought. Every item is listed on the store page, and the monthly plans are on the pricing page.
Related trades: Financial advisors · Insurance agencies · Mortgage brokers
Questions about your website
Can the site show which returns we prepare?
Yes. We can state the tax-preparation work your office accepts and explain how a client starts the conversation.
Can clients request a tax appointment?
Yes. We can provide a request form using the contact and appointment instructions your office approves.
Can we collect the documents we need?
Yes. A document collection form can collect the agreed files and details through the route your office approves.
What do you need before writing the pages?
Your actual service scope, preparer credentials, approved fee information and office contact details, along with your instructions for the document route.