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Websites for tax preparers

Tax preparer websites that fill the book before filing season

Websites for tax preparation offices and enrolled agents built for the rush: appointment slots that fill in January, a what-to-bring checklist that ends second visits, a secure drop-off for slips and IDs, and credential wording the IRS and CRA accept, so the busy season starts booked instead of chaotic.

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Published by Zubair Afzal, responsible editorUpdated

The short answer

What should a tax preparer website have?

A tax preparer website needs online appointment booking for the filing season, a checklist of documents to bring, and a secure upload so clients never email IDs or tax slips. It should describe credentials exactly, never calling an enrolled agent or AFSP participant “certified”, and avoid refund promises. Offices with several languages or pop-up locations need a page for each.

Price
$1,500 upfront, or $150/month × 12
Ownership
Yours after 12 payments
Hosting and care
$29 or $49/month
Build time
About 4 weeks for a local site

Our designs

Our website and app designs for tax preparers

Ready-to-launch concept designs for fictional businesses: pick one and make it yours. 6 websites and 2 apps, each opening on a desktop and a phone, with your brand, content and photos going in. All apps and software

8 of 8 examples shown

Pay monthly, own it

High-converting websites from $150/month

Pick a design, add your brand, content and photos, and launch. Yours after 12 payments, with SEO built in from day one.

Pick my design
Local website
$150/monthUp to 25 pages · yours after 12 payments, or $1,500 upfront
Growth website
$400/monthUp to 100 pages · yours after 12 payments, or $4,000 upfront

Built in

What every tax preparer website includes

  • Appointment booking for the peak weeks

    Slots by appointment type (in-office, drop-off, video) and return complexity, with evening and weekend hours you open in January and close after the deadline, plus automatic reminders that list what to bring.

  • A what-to-bring checklist

    Visitors tick their life events for the year and get a personal list of slips and receipts, which cuts the second visits and missing-form calls that clog an office in March.

  • Secure document drop-off

    IDs, slips and prior-year returns uploaded through an encrypted portal with a sign-in code, never by email or text, in line with the IRS’s data security guidance for preparers.

  • Consent forms kept apart from the engagement

    Any consent to use or share return information for other services or marketing is a separate, optional form with its own wording, so the return is never held hostage to a sales pitch.

  • A page for each location and language

    Seasonal desks, satellite offices and each language served get their own page with hours and LocalBusiness or AccountingService markup, including the dates a seasonal desk is open, so every location can be found during the weeks it runs.

  • Credential lines that match the rules

    Profiles show PTIN status, “enrolled agent” with the permitted IRS wording, or “AFSP Record of Completion”, and never “certified” or a hint of IRS or CRA endorsement.

How clients search

The searches and pages a tax preparer website needs

Tax clients search in two moods. In January and February it is planning: “tax preparer near me”, “tax office open saturday”, a look at fees and whether anyone speaks their language, mostly on a phone and often after seeing a flyer or hearing a friend’s recommendation. From late March it is urgency: last-minute appointments, extensions and amended returns. All year, a letter from the IRS or CRA sends people searching the notice number itself. More of them now ask an AI assistant what a preparer should charge and how to check that a preparer is qualified.

  • “tax preparer near me”
  • “tax office open saturday”
  • “how much does it cost to get taxes done”
  • “enrolled agent near me”
  • “cp2000 notice help”
  • “itin application help near me”
  • “file back taxes for several years”
  • “income tax filing service brampton”
  1. 01

    Book an appointment

    In-office, drop-off and video slots, sorted by return type, with evening and weekend times for the peak weeks. Every flyer, listing and text reply points here, so the calendar fills in January instead of the phone line in March.

  2. 02

    What to bring

    A checklist built from the client’s year: jobs, a home, a baby, a business, tuition. It ends second visits for a missing slip and gives assistants a clear, quotable list.

  3. 03

    Fees

    Starting fees by return type from the office’s own schedule, what changes the fee, and when it is confirmed. People compare preparers on price first, and a published schedule must be honoured, so it lives in one place.

  4. 04

    Preparers and credentials

    Each preparer with PTIN status, “enrolled agent” in the IRS’s accepted wording, CPA licence and state, or “AFSP – Record of Completion” with its year, plus a link to the IRS directory where clients can check them. No one is “certified” or IRS-approved.

  5. 05

    IRS and CRA letters

    For offices with enrolled agents, CPAs or attorneys who can represent: a page per common notice explaining what it asks, the reply date that matters and what representation involves, with no promise of an outcome.

  6. 06

    Secure drop-off and consents

    How to upload IDs and slips safely, how the office protects them and the separate, optional consent forms for any use of return information beyond preparation. It answers the privacy question before a client hands over a social security number.

  7. 07

    Location and seasonal desk pages

    One page per office or pop-up desk with its own dates, hours and parking, so each can be found in local results while it is open and points to the year-round office afterwards.

  8. 08

    Language pages

    Booking, checklists and fees in each language the office really staffs, naming which preparers speak it. Families often choose a preparer by language before anything else.

SEO, AEO and GEO

How tax preparers get found in Google and in AI answers

  • A Business Profile through the season

    “Tax preparation service” is a Google Business Profile category. Set special hours for the filing season and after it rather than deleting the listing, add each service, and ask every client for a review once their return is filed.

  • The IRS directory and Local Services Ads

    The IRS publishes a directory of preparers with credentials and AFSP records; keep your name there identical to the site. In many US areas Google runs Local Services Ads for tax services, with screening and eligibility decided by Google.

  • Answers for assistants

    Plain, dated answers on fees, documents, deadlines, extensions and how to check a preparer’s credential, near the top of each page. AI Overviews, ChatGPT and Perplexity favour short passages that answer the question outright.

  • Seasonal markup

    LocalBusiness or AccountingService markup per location, with opening hours that carry validFrom and validThrough dates for a seasonal desk, and Person markup for each preparer’s credential. It keeps search results from showing a pop-up as open in August.

Compliance

The rules for tax preparers, handled in the design

Paid preparers answer to IRS Circular 230, the Annual Filing Season Program terms, section 7216 on taxpayer data and FTC advertising rules, and in Canada to the CRA’s EFILE conditions. These are the rules that shape a tax office’s credential lines, fees, consents and refund claims, and what each design does about them.

Sources gathered October 6, 2026. This is how our designs handle these rules, not legal advice: rules change and differ by province and state, so your tax counsel, the IRS or the CRA has the final word, and you approve every page before it goes live.

  • US · IRS Circular 230 §10.30

    Enrolled agents are “enrolled”, never “certified”

    Section 10.30 forbids false, misleading or coercive solicitation on IRS matters and says enrolled agents may not describe their designation as “certified” or imply an employment relationship with the IRS; “enrolled to represent taxpayers before the Internal Revenue Service” is one wording it accepts. Proposed revisions to Circular 230 published in December 2024 were not final when this was checked. Profiles use only accepted wording.

    eCFR — 31 CFR 10.30, Solicitation

  • US · Circular 230 fee information

    A posted fee schedule holds for 30 days

    The same section allows a preparer who practises before the IRS to advertise fixed fees, hourly rates, fee ranges and a first-consultation fee, but caps charges at the posted rate for at least 30 calendar days after the schedule last ran. Fee tables read from the office’s schedule and log each change.

    IRS — Treasury Department Circular No. 230

  • US · IRS AFSP

    A Record of Completion is not a licence

    The IRS lets Annual Filing Season Program participants advertise an “AFSP – Record of Completion” but not call it “certified”, “enrolled” or “licensed”, or imply IRS employment or endorsement. Preparer profiles show that exact phrase and the year it covers, and nothing stronger.

    IRS — Annual Filing Season Program frequently asked questions

  • US · IRC §7216

    Return information needs consent before marketing

    Section 7216 and Treasury Regulation 301.7216 make it a crime for a preparer to use or disclose return information beyond preparing the return without the taxpayer’s specific consent in the required form; Rev. Proc. 2013-14 sets that form for individual returns and rules out opt-out consents. Newsletters and offers for other services sit behind a separate, optional consent, never pre-ticked.

    IRS — Section 7216 frequently asked questions

  • US · FTC Safeguards Rule and IRS Pub 4557

    A written plan for taxpayer data

    The FTC names tax preparation firms among the businesses its Safeguards Rule covers, and since May 2024 a breach of unencrypted data affecting 500 or more people must be reported to the FTC. IRS Publication 4557 and the Publication 5708 template walk preparers through the written plan. Drop-off concepts use encrypted upload, sign-in codes and access logs instead of email.

    IRS — Publication 4557, Safeguarding taxpayer data

  • US · IRS Publication 3112

    The e-file logo, not the IRS seal

    Authorized IRS e-file Providers may use the IRS e-file logo under the rules in Publication 3112, but not the IRS seal or eagle, or wording and images that suggest the IRS endorses or sponsors them, and their advertising must not be false or misleading. Designs use a plain “not affiliated with the IRS” line and keep the office’s EFIN off the page.

    IRS — Publication 3112, IRS e-file application and participation

  • US · FTC

    “Free” and refund claims that hold up

    The FTC’s guide on the word “free” (16 CFR 251) asks that the conditions of a free offer appear clearly at the outset, and the FTC Act bars deceptive claims such as an unqualified promise of the biggest refund. The designs show no refund amounts and spell out any condition next to a free check.

    eCFR — 16 CFR 251.1, Guide concerning use of the word “free”

  • Canada · CRA EFILE

    No implied CRA endorsement

    The CRA’s rules for EFILE electronic filers bar implying a special relationship with or endorsement by the CRA, using its signature or marks, and false or misleading claims about EFILE, and require CRA approval before reusing its publications in advertising. Canadian concepts show the EFILE placeholder plainly and state the office is not affiliated with the CRA.

    CRA — EFILE eligibility and the Electronic Filers Manual (RC4018)

Everything for tax preparers

Websites, apps, branding and SEO for tax preparers

  • Websites

    Tax preparers websites built on the designs above, fast and set up for search.

    From $150/month

  • Apps

    For offices that live on twelve frantic weeks: an app moves the document chase and the “is my return done?” calls out of the phone queue.

    Quoted per project

    Apps for tax preparers

  • Branding

    Tax offices compete on storefront signs and flyers for a few weeks a year. A brand has to be spotted from the car park and still feel safe enough to hand over a social security number.

    Quoted per project

    Branding for tax preparers

  • SEO and leads

    Ongoing SEO that checks your site every week and fixes what is safe to fix, for more booked appointments and returns.

    From $149/month

    SEO plans and prices

Pricing

What a tax preparer website costs

The price of a tax preparer website is the same as any website we build: pay upfront and save, or spread it over 12 months.

  • Local website

    $150/month × 12

    or $1,500 upfront. Yours after the 12th payment.

    • Up to 25 pages
    • Any design on this page
    • Technical SEO at launch
    • Hosting and care $29/month

  • Growth website

    $400/month × 12

    or $4,000 upfront. Yours after the 12th payment.

    • Up to about 100 pages
    • Teams, offices and more integrations
    • Planned with an advisor
    • Hosting and care $49/month

  • SEO plans

    $149/month

    Local $149 · Growth $399

    • Checks your site every week and fixes what is safe to fix
    • New pages every month
    • 7-day trial

Prices in US dollars. How payments, hosting and ownership work.

How it works

How your tax preparer website goes live

  1. 01

    Pick a design

    Choose one, or ask for something new. Tell us your locations, languages, return types and season hours.

  2. 02

    Send your details

    Logo, office photos, each preparer’s credential and PTIN status, your fee schedule and your consent wording.

  3. 03

    Review before launch

    You check credential wording, fees and consent forms against Circular 230, the AFSP rules or CRA EFILE terms.

  4. 04

    Launch and grow

    We open booking before January, connect the drop-off portal and add location pages for each seasonal desk.

Pick my design

See your website before you pay for it

Choose a design and tell us about your business. An advisor emails you to plan a preview with your name, your colours and your details, and the price options. Nothing is charged until you decide.

  1. 1An advisor replies by email
  2. 2We plan your preview and scope
  3. 3You decide, with every price in writing
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Type it the way you usually would. Outside Canada, the US, the UK, Australia or the UAE? Start with + and your country code.

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We use the details you give us only to reply to you and, if we work together, to run the project. We never sell your details or pass them to anyone else for their marketing. Read the privacy policy.

Questions

Tax preparers: common questions

How much does a tax preparation website cost?
A tax preparation website of up to 25 pages is $1,500 paid upfront, or $150 a month for 12 months, and it is yours after the 12th payment. A larger site of up to about 100 pages is $4,000, or $400 a month. Hosting and care is $29 or $49 a month. Prices are in US dollars.
Can an enrolled agent say “certified” on their website?
No. Circular 230 section 10.30 bars enrolled agents from describing their designation as “certified” or implying they work for the IRS. Accepted wording includes “enrolled to represent taxpayers before the Internal Revenue Service” and “enrolled to practice before the Internal Revenue Service”. The designs use that wording in profiles and footers, and the word “certified” never appears beside an EA.
What can an AFSP participant put on their tax website?
The IRS allows the phrase “AFSP – Record of Completion” and a statement that you met the program’s requirements for that calendar year. It does not allow calling the record a certification, a licence or an enrolment, or implying the IRS endorses or employs you. Profiles show the phrase and the year it covers, renewed each season.
Can a tax office advertise refunds or a free return check?
Not with promises. A claim such as the biggest refund or a set refund amount can be deceptive under the FTC Act, and a free offer must state its conditions clearly from the start. The designs never show refund figures; a free review of last year’s return, if you offer one, sits next to its terms.
Can I add my tax clients to a marketing email list?
Only with their specific written consent. Section 7216 and its regulations restrict using return information for anything beyond preparing the return, which includes marketing other services. The designs keep newsletter sign-up and any consent to use return information as separate, optional forms, so a client can file without agreeing to either.
Should a tax preparer show their PTIN or EFIN on their website?
A PTIN line is enough. Every paid federal preparer must hold a current PTIN and enter it on the returns they sign, so “PTIN on file” tells clients you meet that rule without publishing the number. An EFIN identifies the firm to the IRS e-file system and is better kept private. Credentials such as enrolled agent or the AFSP record carry more weight with clients anyway.
Will my tax preparer website rank on Google?
It launches with the technical SEO done: fast pages, clean structure, structured data, local pages and redirects from your old site. To keep climbing, a BOOSTD SEO plan from $149 a month runs 262 checks on your site every week, fixes what is safe to fix and gets the rest ready for your OK.No one can promise a position on Google, and we never do. Google warns businesses about anyone who does.
Can I get one of these tax preparation website designs?
Yes. Each is a complete, ready-to-launch website design BOOSTD made for tax preparers. Pick one and we make it yours, with your name, colours, photos, content and the licence or compliance details your industry expects, from $150 a month and yours after 12 payments.Approved client sites are shown with a “Client work” tag, and only with the client’s written permission.

Guides for tax preparers

Reading for tax preparers before you build

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