Done-for-you tax website · from $297
Tax Preparer Website Design, Done for You
A professional website built for tax preparers — services, pricing, booking and a link to your secure upload portal — so clients can find you and book you.
Choose your site
Three ways to get online
Tier
Landing Page
$297
A single, focused landing page for your tax business with services, pricing, booking and your upload portal link.
- One-page tax preparer site
- Services and pricing sections
- Booking button and upload-portal link
- Mobile optimization
Most chosen
5-Page Site
$697
A five-page tax preparer website: home, services, pricing, about and contact, with booking and lead capture.
- Home, services, pricing, about and contact pages
- Booking and lead capture
- Upload-portal link
- Basic SEO structure and mobile optimization
Tier
Site + Client Portal & Booking Funnel
$997
The 5-page site plus a client portal link, document-request flow and a booking funnel connected to your CRM.
- Everything in the 5-page site
- Client portal and document-upload flow
- Booking funnel connected to your CRM
- Appointment reminders
Why it matters
Clients check your website before they trust you with their return
People hand a tax preparer their Social Security numbers, income and bank details. Before they do, they look you up. A missing or homemade website sends them back to the big chains. A clear, professional site that shows your services, your credentials, your prices and an easy way to book tells them you run a real office.
Our tax preparer websites are built around the questions clients actually ask: What do you do? How much does it cost? What do I need to bring? How do I book? How do I send my documents safely? Every page leads to a booking, and every form feeds your CRM so no inquiry is lost in a busy February.
We write the site with compliant wording: no refund-size promises and no “maximum refund guaranteed” claims, which the IRS and FTC warn against. We list your PTIN-registered status and any state registration you hold, and we link clients to secure document upload rather than email.
Who it’s for
- New preparers who need a professional site before January
- Established preparers with an outdated or DIY site
- Offices that want online booking and secure document upload links
- Credit professionals adding tax services pages
Who it’s not for
- Anyone wanting a site that promises refund amounts
- Offices needing a custom-coded client database
- People expecting the site alone to guarantee clients
- Anyone without a domain name or willingness to buy one
How it works
From checkout to tax season
01
Choose a tier
Pick the landing page, 5-page site or site + portal funnel and check out.
02
Send details
Fill in your services, prices, hours, logo and photos within 3 days.
03
Review
Approve the first version or request changes.
04
Go live
We connect your domain and hand off how to update it.
Want everything handled?
Tax Business in a Box Complete includes a branded website plus CRM setup, the full Launch Kit and 30 days of group support.
Compare
Choose your level
Tax · Templates
Tax Template Vault
$97
One-time · instant portal access
Tax · Do-it-yourself launch
Tax Launch Kit
$497
One-time, or 3 payments of $179
Tax · Most popular
Tax Business in a Box Complete
$1,997
One-time, or 3 payments of $697
Tax · Done-with-you
Tax VIP Implementation
$5,000
Paid in full, or two payments of $2,750
Questions, answered
Before you build
Clear answers to help you choose the right level of support.
Lux Financial Clinic provides business templates and training for tax professionals. We do not provide tax, legal, or accounting advice. Tax preparers are responsible for meeting IRS and state requirements.
You need a PTIN to prepare federal returns for pay and an EFIN to e-file. Our products do not replace either. Some states have their own registration, exam or education rules — check your state’s requirements on IRS.gov. Earnings are not guaranteed. Digital products are final sale — see our refund policy.