What should a tax advisor website include?

A statement of the situations handled, credentials, a pricing structure, current availability and cutoff dates, a document checklist, typed appointment booking, and a description of ongoing support after filing. Availability and pricing clarity reduce season workload more than any other element.

What should a tax advisor website include?

A tax website has about eight weeks a year when it matters enormously and forty-four when almost nobody visits. That concentration means it has to do more work per visitor than most sites, because someone arriving in late January is deciding today.

  • The specific situations you handle. Not "individual and business tax preparation." Multi-state returns, rental property, self-employed income, S corporation returns, expatriate filing, back taxes and notices. Someone with a complicated situation is searching for whoever has seen it before.
  • Your credentials, in one clear line. State what you hold and what it means.
  • A pricing structure. A starting point by return type. "Individual returns start at X, business returns at Y." Tax pricing anxiety stops people booking.
  • Availability and cutoff dates. The field almost every tax site omits and the one visitors most need. Are you taking new clients, and until when.
  • A document checklist, so clients arrive prepared.
  • Typed appointment booking. New client consultation, drop-off, notice review. Sorting at the point of booking saves enormous time in season.
  • What happens after filing, which is where a one-off return becomes a relationship.

Have it live by December. In February nobody is reading a new website.

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