The site was built from a generic accounting template years ago and still lists services the firm no longer performs.
Practice type
A website that carries a CPA firm's standing without reading like a stock accounting template
A CPA tax practice website earns its keep by pairing the credibility of the license with pages built around the specific returns and planning conversations the firm actually offers.
Who this build is for
CPA tax practices 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.
The starting point
What usually goes wrong
01 02 Tax season and year-round advisory work are mixed on one page, confusing a visitor who only wants a return filed.
03 Partner biographies are a wall of credentials with no page explaining what working with the firm actually involves.
04 The firm's state license and standing are nowhere on the site, a detail some clients specifically look for before choosing a CPA.
The build
The pages your site will carry
- 01Home
- 02Individual tax preparation
- 03Business tax and planning
- 04Partner and staff profiles
- 05Firm licensing and standing
- 06Client portal information
- 07Book a consultation
- 08FAQ
Built for this practice
Service scope selector
A short form that separates a "file my return" request from a "planning conversation" request, so each inquiry reaches the right person with the right expectations set.
Related services
The plans
Three ways to run it
The same build for cpa tax practices, on any of the three plans.
- The Front DeskThe website, fully managedLive in 7 days
- The Busy SeasonEverything, plus the AI EngineLive in 10 days
- The Year-Round PracticeEverything, plus the Content EngineLive in 15 days
Plus $797 one-time build fee on every plan, invoiced after launch. Compare the plans
Case studies
Case studies from real tax practices
- Knoxville, Tennessee25 working days
A proper acknowledgment for tax appointment intake
Trust and estate tax firmWith tax appointment intake, senders leave with proof of receipt and a stated next step. The team works single conversations rather than clusters of duplicates.Read the case - Sioux Falls, South Dakota25 working days
Proof on the tax appointment intake page
Inheritance tax planning firmWith tax appointment intake, claims are now accompanied by their evidence. Visitors judge the business on substance it has chosen to publish, not on adjectives.Read the case - Knoxville, Tennessee25 working days
A grown-up way to change the tax appointment intake page
High earner tax advisory practiceWith tax appointment intake, both parties review the same explicit version of a change. Routine updates are checked against an approved request rather than reconstructed from a chain of clarifying messages.Read the case
In their words
What practices say they got
Preparation guide and inquiry support for tax appointment intake
I was skeptical that a guide would change much for tax appointment intake. I was wrong. It tells people what to have ready before we speak, without demanding everything up front. First conversations are shorter and better because of it.
Faris NassarAdministration manager, Sole trader tax returns firmLexington, KYService scope and expectations for tax appointment intake
The time we spent on the tax appointment intake wording was time well spent. The page describes the process faithfully and leaves the judgment calls to a conversation with our team. Correcting the site's accidental promises is no longer part of our calls.
Craig GilmoreNew inquiries coordinator, Charity tax and gift aid advisoryTacoma, WAInquiry assignment and staff handover for tax appointment intake
We used to forward tax appointment intake emails around and hope somebody had replied. Ownership is visible now, and cover no longer requires reading someone's entire inbox. It removed a daily friction we had simply learned to live with.
Zachary StapletonTax preparation assistant, Seasonal tax preparation officeWorcester, MA
Answers
Questions from cpa tax practices
Can the site list our CPA license and standing?
Yes. Your license number, state and standing are factual details you supply, and we publish them as given. We do not verify licensing claims independently, so accuracy of the credential itself is the firm's responsibility.
Should preparation and advisory work share a page?
No. A client who wants a return filed and a client who wants a planning conversation are two different searches and two different decisions. Splitting them stops each visitor reading three paragraphs aimed at someone else.
Can the site publish our license and standing?
Yes, as factual details you supply: number, state and standing. We publish them as given and do not independently verify licensing, so accuracy stays with the firm.
How are partner profiles handled?
As pages people actually read rather than a wall of credentials: what each partner works on, who they usually work with, and what a first conversation with them is like. Credentials sit alongside that rather than instead of it.
Our site lists services we stopped offering. Is that a big job to fix?
No, it is the ordinary first pass. The onboarding call goes through what the firm actually does today, and the build reflects that rather than what a template said years ago.
Can we keep our existing client portal?
Yes. The site links to whatever portal your firm already uses and explains in plain words what a client does there, rather than replacing a system your team is trained on.
Will a rebuild lose the rankings the firm has built over years?
Every old page is mapped and redirected to its closest new equivalent and the core content is kept, which is the standard way to carry ranking signal through a rebuild. Local searches are guaranteed to start ranking within the window stated in the plan.
How is year-round advisory work described without promising results?
As a service and a conversation, not an outcome. The page says what the engagement involves and who it suits; it does not claim a saving, a position or a result.
Weighing this against a builder, a freelancer or an agency?
Ten comparison pages set a managed build beside GoHighLevel, WordPress, Wix, Squarespace, Webflow, GoDaddy, hiring a freelancer and putting an agency on retainer. Each one names the cases where the other option is the better choice before it makes ours.
Read all ten comparisonsSee it built for cpa tax practices
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