Every tax preparer knows the January call: "I have my stuff, when can I come in?" followed by an appointment where half the stuff is missing. Booking online lets you attach the checklist to the confirmation, so the visit is about the return and not a second trip. The site also shows how you work, which matters when someone is deciding whom to trust with their paperwork.
Different clients, different visits
A simple personal return takes less time than a self-employed client with several income sources. Offer separate service options so the calendar reserves the right amount of time. Each can show a short description of who it is for and a checklist of documents.
Include a drop-off option if you accept paperwork without a meeting. Many clients prefer it, and it relieves pressure on the busiest days.
Documents to list on the page
- ✓Identification — photo ID and Social Security details for everyone on the return
- ✓Income forms — wage statements, 1099s and any other income records
- ✓Deduction records — receipts or statements the client wants considered
- ✓Last year’s return — it speeds up the work and avoids rework
Pace the rush
January through April is a sprint, followed by extension work through the fall. A calendar that opens slots in batches, and a visible note on how far out you are booked, keeps expectations realistic.
Outside the rush, promote other services such as planning visits or bookkeeping help. Those need their own booking options so clients can see you are available year-round.
What we put together
- ✓Service options — personal, self-employed and small business visits
- ✓Document checklist page — printable and linked in confirmations
- ✓Booking connection — your existing tool or Square
- ✓Security note — how clients should send documents, in your wording
Off-season
Between rushes, a short note about extension help and planning visits keeps the calendar from going quiet and reminds clients you are there through the year.
What to expect, honestly
- ✓We do not give tax advice — the site lists services and documents, nothing about outcomes
- ✓Secure document transfer is your system’s job — we link to whatever you use
- ✓Provider fees are separate — payment and booking tools charge their own rates
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
Appointment booking websites · Websites for tax preparers · Downloadable documents · FAQ pages
