A page per service, not one page for «accounting»
Individual returns, business returns, monthly bookkeeping, payroll, filings and representation.
Accounting & tax
Tax preparer website design
Clients all year, not weeks.
Free · 20 min · video review included
I answer every message in under 24 hours.
I take on 4 projects a month so each one gets real attention.
Your calendar, and what the system does in each stretch
None of this gets improvised mid-season, and local SEO for tax preparers takes months to mature.
Nov – Dec
Reactivating past clients, reviews and an open calendar.
Jan – Apr
Peak acquisition, automatic intake and hands-off follow-up.
May – Aug
Selling bookkeeping and payroll to the existing base.
Sep – Oct
Extensions, content and prep for the next season.
What I see over and over
None of them is solved by a prettier page. They're solved with structure, which is what digital marketing for accountants actually means when it's done properly.
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Most of your revenue lands in a few weeks, and the rest of the year the operation goes dark.
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Business clients — the ones who really pay — go with whoever looks like a real firm, not whoever knows the craft best.
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You answer the same messages fifty times: which documents, how much, when will it be ready.
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In the middle of the season you lose prospects because nobody had time to answer them within 24 hours.
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Last year's client didn't come back and you found out late, after they'd already filed with someone else.
What an accounting firm website includes
The same applies to accountant website design, bookkeeper website design and accounting firm website design, with document intake for accountants: the example changes, not the structure.
Intake that asks for documents before the appointment
A form per service type with the document list, secure file upload and qualifying questions.
Scheduling that survives the season
Online booking connected to your calendar, with separate blocks for individuals and businesses, automatic reminders and a missing-documents notice 48 hours out.
Reactivation of last year's base
Before the season starts, your past clients get the note that you're taking appointments, with the booking link.
A Google Business Profile working through the season
Optimized for searches for your service in your city, in English and Spanish, with posts during the season, extended hours and a system to request reviews right when the client is happiest.
Tax practice marketing (optional)
Pre-season campaigns and content that brings in new returns. Hired separately, as a monthly plan with published pricing.
// a project in your industry
What a well-presented accounting practice looks like
A bilingual site for an accounting and tax practice: separate services, consult booking and trust-focused lead capture.
Herrera Tax & Advisory — TaxPro
A bilingual site for a U.S. accounting and tax practice: services, free-consult booking and trust-focused lead capture.
- A page per service, so the business return doesn't compete with the individual one.
- Consult booking and lead capture built around trust, which is what decides in this industry.
- An English and a Spanish version, on separate URLs so Google indexes both.
WebsiteBilingualProfessional services
Tax preparer website design questions
I'm mid-season. Is it worth starting now?
It depends on the month. In season we prioritize what launches in two weeks and produces immediately: Google Business Profile, online booking, intake and the WhatsApp button with the message already written. The full site we do when the load drops, with real season data in hand.
Does this help if I work alone, from home?
That's exactly where it pays off most. A solo preparer has nobody answering while they're working on a return: automation is the assistant you can't hire mid-season.
Does it work the same in Mexico as in the U.S.?
The system is the same; the services and each country's vocabulary change. I work with practices on both sides and adapt the structure, the service names and the calendar to where you are.
Can it be in English and Spanish?
Yes, and for most Hispanic practices in the U.S. it's the right call: current clients search in Spanish and many new ones search in English. Both versions are built on separate URLs so Google indexes each one.
How do I get more tax preparation clients outside of season?
You get more tax preparation clients year-round by selling what people hire in March and September too: monthly bookkeeping, payroll, planning and back-tax cleanup. Each one deserves its own page; a single “tax services” page leaves you competing in January and February only.
20 minutes before the season starts
I'll tell you which piece your practice is missing today and what can be ready before your busy month begins. You talk straight to the owner of the marketing agency for tax preparers that will do the work, not to a salesperson.
Free · 20 min · video review included
I answer every message in under 24 hours.
I take on 4 projects a month so each one gets real attention.
The agency owner is the one doing the work
Cristian Posada
Developer · Founder of ProCode Dev
I run ProCode Dev and I execute: design, development, SEO and campaigns. One person accountable, from the first conversation through follow-up.
Book my Express ReviewTax preparer and accounting firm website design
Your year concentrates into a few weeks and the rest of the calendar goes quiet. Tax preparer website design has to serve both seasons: capture hard in season, sell recurring work the rest of the year.
That covers accountant website design, accounting firm website design and bookkeeper website design, with document intake for accountants wired in from day one so clients upload what you asked for instead of emailing it back and forth.
Digital marketing for accountants and local SEO for tax preparers start months before the season, because they do not mature in January. If you are looking at how to get more tax preparation clients, that calendar is half the answer and replying fast is the other half. A marketing agency for tax preparers has to cover both.