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Service file
Tax preparation website design has to account for the fact that most of a firm's traffic and enquiries land in a short window, so the pages, the enquiry form and the hosting are all built to hold up under that pressure rather than for an even, average week.
What it costs
The build fee is invoiced once, after your site is live and you have approved it.
If two or more of these sound familiar, the site is costing you enquiries.
Your phone line fills with "what do I bring" calls in your busiest weeks.
Individual and business filers land on the same generic page.
The site slowed down, or the form stopped delivering, when traffic spiked last season.
The homepage says the same thing in July as it does in your busiest weeks.
Who it is fortax preparation website design
Tax preparation firms serving individual and business filers.
Section 01
An individual filer and a small business owner ask different questions and need different documents, so folding both into a single "tax services" page underserves whichever one reads it second. Each gets its own page, its own document checklist and its own path into the intake form.
Section 02
One of the most common questions a tax preparer answers by phone is what a new client needs to bring. Publishing that as a clear, organized checklist by return type removes an entire category of repetitive calls and reads as genuinely helpful to a first-time visitor.
Section 03
Traffic to a tax preparation site is rarely flat across the year. Because hosting runs on Cloudflare's edge network with unmetered bandwidth, a spike ahead of the firm's busiest filing weeks does not slow the site or interrupt enquiry delivery the way an underpowered host often does.
Not includedStated up front
The exclusions, in writing, so the included list means something.
Tax advice or a statement of any filing deadline. We publish your checklists and service pages as you give them to us, and your preparers own their accuracy.
AI usage and carrier fees on Double Entry, billed on top of the monthly fee, with carrier fees passed through at what our providers charge us.
Revisions beyond the 5 included each month, which are $20 each. Unused revisions do not roll over.
Written for the documents and timing questions an individual filer actually has.
Written for entity type and bookkeeping handoff questions a business owner asks.
Answers "what do I bring" before it has to be asked by phone.
Splits individual and business filers at the first question.
Unmetered bandwidth on Cloudflare's edge network, so busy weeks do not slow the site.
The service on this page is one part of a managed plan. These are the features most relevant to it, each with the plan that carries it.
The site itself05 entries
Custom-coded pages served from the edge, with a 90+ PageSpeed target on every page we build.
Tax preparation, bookkeeping, payroll, advisory and audit support each get their own page, written for that service.
Multi-office practices get one page per location, so each office can rank in its own city.
The niche tool: a structured new-client intake form that asks what you need to scope an engagement, not a generic contact box.
Every form on the site delivers into your CRM by direct API, Zapier or Make, no manual re-entry.
Kept current and managed05 entries
5 revisions a month included, any size, each completed within 2 to 5 working days.
Revisions, support tickets, files and messages to our team, all in one place from launch day.
Cloudflare hosting with SSL, CDN, DDoS protection and unmetered bandwidth, plus a domain in your name, inside the monthly fee.
Pages worth keeping are rebuilt, and old URLs are redirected to their closest match.
Privacy policy, terms, a cookie banner that gates scripts, an accessibility statement and no-advice disclaimers.
The AI Engine03 entries
Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.
Answers visitor questions on the website day or night and books a call, without giving advice.
Answer text and Facebook Messenger enquiries and book calls, with A2P 10DLC registration filed for you.
How it runs7 to 15 days
From order to a live, managed site, with what happens at each step and when the build fee is due.
Day 0
The plan starts. The $797 build fee is not charged yet.
First days
About 15 minutes for the form, then one call to fill gaps and agree the launch date. Missing content does not hold up the start.
7 to 15 days
Live in 7 days on Single Entry, 10 on Double Entry, 15 on Full Ledger, counted from the onboarding call.
Your sign-off
You see the finished site before anything else happens. The build fee is invoiced only once you approve it.
Every month
Your client portal opens. 5 revisions a month, each within 2 to 5 working days, and articles on schedule.
Guarantee 01
Every page we build and host is held to a 90+ Google PageSpeed score on mobile and desktop. If a page we control falls below it, we fix it at no charge. A fast, relevant landing page also helps Google Ads landing page experience, so more of your paid clicks stay. How speed helps your ads.
Guarantee 02
We guarantee your site starts ranking for local searches in your area within 3 to 5 months of launch, and keep doing the search work at no extra charge until it does. We never promise a position, and nobody can promise a mention in an AI answer.
What it costs
Rate card
Extra revisions beyond 5 a month are $20 each. Domain and hosting are included.
Full plan comparisonHonestly, the redesign was nice, but the inquiry form is what changed our day-to-day. The form gathers accounting software, business type and last reconciled month at the start, exactly the details our follow-up messages always requested. It has quietly removed the slowest step in our intake.
Inquiry form and response workflow for bookkeeping onboarding
Most of our visitors are on phones, so that is where I reviewed the new bookkeeping onboarding pages. Everything a visitor needs is up top, and the inquiry button stands out properly. Sending the link by text during a call finally works the way it should.
Mobile navigation and page layout for bookkeeping onboarding
The starting point was our own sent mail, not a template, and it shows. The recurring questions were pulled out, rewritten clearly, and approved line by line by our team. I now share a link instead of digging through the outbox.
FAQ research and editorial review for bookkeeping onboarding
A 30-minute live walk-through of the site you would get, before you commit to anything.
Queries08 answers
Yes, a dedicated page explains extensions and amended returns, which is exactly what a visitor searches for outside the main filing window.
It can. Weekly detail updates are included on every plan, so messaging can shift ahead of the firm's busiest filing weeks and settle back afterward.
Yes, each return type gets its own checklist rather than one general list that half-fits everyone.
Yes, hosting is served from Cloudflare's global edge with unmetered bandwidth, built specifically to hold up under a seasonal surge.
Launch takes 7 days on Single Entry, 10 on Double Entry and 15 on Full Ledger, counted from the onboarding call, so starting a few weeks ahead of your busiest period leaves room to review. We never state filing dates; your own calendar decides the timing.
No. It answers questions about the firm, its services, hours and what to bring, and it books appointments. It is configured not to give tax advice and hands anything that would amount to advice to a person at the firm.
Yes. Checklists are published as clean lists under question-shaped headings, and the page questions carry FAQPage structured data, which helps them get picked up for featured snippets, voice answers and AI answers. No placement is guaranteed.
Yes. One domain is registered in your name, free for as long as the plan is active, and if you leave we transfer it wherever you tell us at no charge.
Closing entry
A live walk-through of the site you would get, in about 30 minutes. Plans from $137 a month, the $797 build fee invoiced only after launch, domain and hosting included.
Or email and a person replies within one working day.
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