A website built for a practice that files individual returns, not general accounting

An individual tax preparation website earns its keep by answering the questions a W-2 or 1099 filer searches before they book, and by making an appointment easy to reach from a phone.

Who this build is for

Individual tax preparation firms that need a website written in their own vocabulary rather than a generic tax-office template, with pages built around exactly how this kind of practice actually takes on a client.

What usually goes wrong

  • The homepage lists "tax and accounting services" in one sentence, so search engines have nothing specific to rank for "individual tax preparation near me."
  • There is no page explaining what a first appointment involves, so callers ask the same three questions the receptionist answers twenty times a week.
  • The site does not say which prior years the practice can still file, a common question that goes unanswered until someone calls.
  • Booking requires a phone call during business hours, which loses the visitor searching at 9pm the night before a deadline.

The pages your site will carry

  1. 01Home
  2. 02Individual tax preparation
  3. 03New client information
  4. 04Document checklist
  5. 05Prior-year and amended returns
  6. 06Office location and hours
  7. 07Book an appointment
  8. 08FAQ

Document checklist by filing situation

A short tool that presents your own checklist for a W-2 employee, a 1099 contractor, or a filer with dependents, so the client arrives with what your firm actually asked for.

Three ways to run it

The same build for individual tax preparation firms, on any of the three plans.

  • The Front DeskThe website, fully managed, live in 7 days
  • The Busy SeasonEverything, plus the AI Engine, live in 10 days
  • The Year-Round PracticeEverything, plus the Content Engine, live in 15 days

Plus $797 one-time build fee on every plan, invoiced after launch. Compare the plans

Questions from individual tax preparation firms

Can the site explain prior-year and amended returns without giving tax advice?

Yes. The page describes, in general terms, that your firm handles prior-year and amended filings and what a client should bring to discuss one, without stating any deadline, outcome or rule as fact. Specific guidance stays with your preparers on the call.

See it built for individual tax preparation

A live walk-through, on your screen, of the site you would get.

Book a demo