A page per filing type
Individual, business and self-employed returns, ITIN, amendments and back taxes. Each with its own document checklist.
Tax preparers
Tax preparer website design
Clients arrive with their paperwork.
A bilingual website for tax preparers with document intake, appointment booking built for tax season, ITIN services and local SEO to show up for «tax preparer near me».
Free · 20-min video call · 3 clear priorities
I answer every message in under 24 hours.
I take on 4 projects a month so each one gets real attention.
// the tax year doesn't move
The dates that decide your tax season
The IRS calendar is the same every year, and the site has to be ready for each date. Whatever isn't live in November won't bring clients in February.
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Oct – Dec
Site live and reviews requested
Google takes months to learn a new site. This is when it launches and the «remind me in January» list is built.
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January 31
W-2s and 1099-NECs arrive
The deadline for employers to send them — searches for «tax preparer near me» start here.
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Late January
The IRS opens e-filing
Extended booking, automatic intake and answers to what everybody asks.
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April 15
Deadline for most filers
Last week of appointments, plus an extension form for those who won't make it.
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October 15
Extensions close
Extended returns, amendments and back taxes: off-season work.
What the intake asks for before the appointment
- A W-2 from each job
- 1099-NEC, 1099-K or 1099-MISC if self-employed
- ID and Social Security number or ITIN
- Dependent information
- Form 1098 for mortgage interest or tuition
- Last year's return
Dates can shift to the next business day when they fall on a weekend or holiday.
What happens every tax season
None of these is fixed with ads. They're fixed with a website that works while you prepare returns.
Clients show up without their W-2, their 1099 or their dependent's number, and the appointment has to be redone.
In February you answer messages until midnight: «how much?», «what do I bring?», «do you do ITIN?».
People who don't know you compare you to the chain on the corner and to free software, and you have no way to explain why you.
In May the phone goes quiet and you have nothing to sell to the clients you already served.
Last year's clients never get a reminder and go with whoever reached out first.
What a tax preparer website includes
Built for tax season: clients arrive informed, with their documents and an appointment — and the rest of the year the site keeps selling.
Document intake before the appointment
Clients upload W-2s, 1099s, IDs and receipts from their phone. You know what's missing before they sit down.
Booking built for tax season
Separate blocks for simple returns, business returns and pickup appointments, with extended hours from January to April.
PTIN, credentials and reviews in plain sight
Your PTIN, whether you're an EA or ITIN acceptance agent, years preparing and client reviews: what decides someone who doesn't know you.
Local SEO for «tax preparer near me»
A Google Business Profile with season hours, services in English and Spanish and a system to request reviews when the return is delivered.
A reminder for next year
A «remind me in January» form and a past-client list ready to contact before the season starts.
// industry demo
What a tax office looks like when it's ready for the season
Herrera Tax & Advisory is a demo, not a client: I built it to show what a Hispanic tax office in the U.S. needs before January. Individual and business services, a free consult and credentials up front.
Accounting & tax · DemoHerrera Tax & Advisory — TaxPro
A bilingual site for a U.S. accounting and tax practice: services, free-consult booking and trust-focused lead capture.
- Each filing type on its own page — individual, business, ITIN, amendments — so clients find theirs without calling.
- Spanish and English on the same site, because families search in Spanish and business owners often in English.
- A consult button in every section: in season, clients decide in minutes, not days.
WebsiteBilingualProfessional services
demo-taxpro.procodedev.com
See the full portfolio // testimonials
Businesses already saving time with us
What the businesses already working with me say, with their site's domain so you can check it.
“
I used to explain my service over and over by message. Now my site does it for me: patients arrive already knowing how I work and book on their own. It gave me back so much time.
Fernanda Silva
Nutritionist
Website + appointment booking
fersilvanutricion.com
“
The site looks professional and that changed how clients see us. We started getting quote requests without chasing every person. Very happy with the result.
Trejo Landscaping
Landscaping & gardening services
Website + quote capture
tj-landscaping.com
“
They set up our professional email, some automations and technical support. Everything runs without us having to watch it, and when something comes up they respond fast. One less weight on us.
Constructora Izcalli
Construction & development
Email hosting, automations and support
Tax preparer website questions
When should I build the website: before or after the season?
Before. Ideally it goes live between September and November, so Google knows it and your Business Profile has reviews when people start searching in January. If you're already in season, we launch what pays off in two weeks first: booking, intake and the Business Profile.
Is it safe for clients to upload documents through the website?
Yes, as long as it's done with the right tool. Documents don't sit on the website: they go to an encrypted file portal or your tax software over a secure connection. I'll recommend the one that fits how you already work.
I work from home, or only during the season. Is this for me?
That's where it pays off most. If you're solo, nobody answers while you're preparing a return. The website answers the usual questions for you, books the appointment and asks for the documents.
Can I advertise ITIN services?
Yes, and it deserves its own page, because many people search for it separately. If you're a Certifying Acceptance Agent (CAA), we say so clearly; if not, we explain which part of the process you handle.
How do I get tax clients outside of the season?
With services people hire all year: amendments, back taxes, IRS letter responses, ITIN and extended business returns. If you also do bookkeeping, your accounting firm page sells that side.
The whole industry
If your business is close to this one but not quite the same, check the industry page.
// Tax preparers
20 minutes before the season starts
I'll tell you what someone searching for a tax preparer in your city finds today and what can be ready before January. You talk straight to me — I'm the one who does the work.
Free · 20-min video call · 3 clear priorities
I answer every message in under 24 hours.
I take on 4 projects a month so each one gets real attention.
// online booking
Rather talk it through? Book your Express Review
Pick an available time. I review your presence before the call and in 20 minutes I show you 3 priorities. No cost, no sales pitch.
Pick the day and time that suit you.
20 minutes, free, and no sales pitch.
// request more information
Leave your name and email and I'll write back in under 24 hours
Just two details. I'll reply by email with the information you need and the next step. No jargon.
- Reply in under 24 hours
- You deal with me directly, no middlemen
- Free, no commitment
Got it — your message is in.
I received it. I'll email you within 24 hours to understand your case and suggest the next step.
I answer every message within 24 hours.
Rather not wait? Pick a time for your 20-minute Express Review.
Book my Express Review