Done-for-you tax website · from $297
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.
Tax-season early bird: $300 off Tax Business in a Box Complete — $1,697 or 3 payments of $597 through October 31, 2026.
See CompleteChoose your site
Tier
$297
A single, focused landing page for your tax business with services, pricing, booking and your upload portal link.
Most chosen
$697
A five-page tax preparer website: home, services, pricing, about and contact, with booking and lead capture.
Tier
$997
The 5-page site plus a client portal link, document-request flow and a booking funnel connected to your CRM.
Why it matters
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.
How it works
01
Pick the landing page, 5-page site or site + portal funnel and check out.
02
Fill in your services, prices, hours, logo and photos within 3 days.
03
Approve the first version or request changes.
04
We connect your domain and hand off how to update it.
Tax Business in a Box Complete includes a branded website plus CRM setup, the full Launch Kit and 30 days of group support.
Compare
Tax · Templates
$97
One-time · instant portal access
Tax · Do-it-yourself launch
$497
One-time, or 3 payments of $179
Tax · Most popular
$1,697
Early-bird price through October 31, 2026 · or 3 payments of $597
Tax · Done-with-you
$5,000
Paid in full, or two payments of $2,750
Questions, answered
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.