A website builder for tax preparers

A site with a season and an off-season

From January to the filing deadline your hours, your capacity and your message all change. The rest of the year the site has a different job: extensions, notices, planning meetings, and telling people you are still open. The builder plans a hours-and-season page and the in-app assistant rewrites it when you tell it the season has turned.

You can also schedule a publish for a date and time in your own time zone, so the busy-season version goes live the morning you open early. Every publish keeps a version you can roll back to.

Return types as pages, not a price list

Individual returns, small business and self-employed returns, rental income, prior-year and amended returns. Each is a different client with different worries, so each gets a page that says what the work covers, what you need from them, and how it is priced, by the shape of the return or by a quote.

The builder writes the tiers in your words and leaves out any form number, rate or threshold you did not supply. You see the planned pages and their cost before the build runs, and you approve the plan.

• Individuals and families: wages, life changes, a first return after a move
• Self-employed and small business: what records you ask for
• Prior years and amendments: how far back you go and what it takes
• Notices and letters: what you can help with, said carefully

No refund promises, in the words the trade needs

A tax site cannot say a client will get a bigger refund or pay less. The builder writes about the service, the process and the care you take, and it adds a plain line that the site is general information and not tax advice. It does not describe how to treat any item on a return.

Figures are the fastest thing to go stale. Deadlines, limits and fees change every year, so the assistant leaves a figure out unless you supply it and say it is current. A page written this way is genuinely useful and it is the kind of page Google Search Essentials describes.

What to bring, on a page a client reads the night before

The most-read page on a tax site is the checklist. Identification, last year's return, income statements, records of expenses, whatever you ask for. The builder writes it as a plain list from your answers, one line per item, grouped the way you group them.

A client who reads it before the appointment arrives ready, and your front desk spends the day on returns instead of phone calls. Ask the assistant to add a line for the documents you are asked about most.

Appointments, drop-off and walk-ins are three paths

Some clients book, some drop an envelope, some walk in on a Saturday. The site offers all three where you do. Add a booking link from Calendly, Acuity, Square Appointments or another supported tool and the site gets a book-a-time section that loads only when a visitor opens it.

The drop-off paragraph says where, when and what to include. The walk-in paragraph carries the hours. The form on every page is for a question, and a plain line asks clients not to attach tax documents to it. Each submission is delivered to email, a text message, your CRM or any webhook, and every delivery is signed.

Credentials you state, and none you do not

Preparer registration, enrolled agent status, a CPA on staff, years in the same office. Clients check these before handing over their records. Every one comes from you and is written as you state it. The builder adds no credential and infers none.

If your state has its own preparer rules or required disclosures, paste the wording and it publishes exactly as given. The builder does not write legal text.

What the interview asks a tax office

Expect questions about the return types you take, your busy-season and off-season hours, how clients hand over documents, your credentials, and whether your fees are public. It also asks what you help with outside the season.

Every page is written from a conversation and passes a check that runs before anything publishes. The FAQ is written from the questions your phone rings with in February, and the AI answer engines like ChatGPT and Google's AI answers read the same plain answers a client does.

The tax preparation services trade, in Census numbers

• 28,762 Tax preparation services establishments in the United States (NAICS 541213, County Business Patterns 2023) U.S. Census County Business Patterns 2023
• 133,868 people employed in Tax preparation services in the United States (NAICS 541213, County Business Patterns 2023) U.S. Census County Business Patterns 2023

Figures are from the source named beside each one, as published. They describe the area or the trade, not this product.