A tax preparer’s site launches best when your document checklist and booking details are written down before busy season. Clients search under pressure, so clarity is the whole job.
How the launch unfolds
Day 1-2: You send your checklist, services, hours and credentials, and we outline the home, services, checklist, about and booking pages.
Week 1: We write and lay out the pages, build the booking form or connect your scheduling link.
Week 2: You review on a phone, we revise wording and test the booking path from start to finish.
Launch: We publish, check mobile views and give you a short note on updating hours for busy and extension seasons.
What to gather before you start
- ✓A document checklist by client type — personal, self-employed and small business, listed in plain words
- ✓Your services and who they are for — returns, prior-year filings and business support, described simply
- ✓Hours and booking details — how clients reserve a slot and when you are available
- ✓Your background as you hold it — credentials written accurately, so clients know who they are working with
- ✓How clients should send documents — the secure method you already use, described without technical detail
The first month after launch
In the first month, check that bookings arrive reliably and adjust your checklist based on what clients actually forget. Update hours before the busy season and extension periods, and ask clients for a review through the platforms you already use.
Mistakes to avoid at launch
- ✓Skipping the document checklist — clients arrive unprepared and appointments drag on
- ✓Leaving out your credentials — visitors cannot judge whether you are the right person to trust with their records
- ✓Having no booking path — people who find you at night cannot reserve a time and may choose another preparer
One example of what your site could look like
This is one sample we designed. Yours is built around your business, your photos and your words, and we have more examples if you want to compare directions.
What it costs
Websites are priced one-time by size, plus Website Care at $30/month for hosting, HTTPS, backups, weekly checks and A/B testing. Every package includes a consultation, mobile-friendly design, copy we write for you, a contact form, essential search setup and 10 revision rounds. Monthly SEO is an optional add-on when you are ready for it.
Optional add-ons, billed separately
The prices above are for your website. These two are separate monthly products you can add now or later. Neither is part of the website price.
Monthly SEO, from $50/month: new pages published on your site every month. See Monthly SEO →
Business Spotlight, from $30/month: articles about your business, labeled as paid, published on The Company Chronicle. See Business Spotlight →
How it works
1. Consultation
We learn your services, customers and goals, in English or Spanish.
2. We write and design
We draft the words and build the site around your business.
3. 10 revision rounds
You review and request changes until it is right.
4. Launch and care
We launch, then Website Care keeps it hosted, backed up, checked weekly and A/B tested.
Keep reading
Websites for tax preparers · What a tax preparer website costs · What to send your designer · Plan your website
