Custom Tax Preparation WordPress Theme
Return-type booking, a document checklist and season hours
From late January to the middle of April your phone rings with the same three questions: what do I need to bring, how much will it cost and can you fit me in this week. A good website answers all three before anybody dials. Foxco builds a custom tax preparation WordPress theme with a plain-English document checklist, an appointment request form that asks whether it's a W-2, a Schedule C or a rental property, a pricing page that sets expectations and a banner for your season and off-season hours. It's $999 installed and configured, which is about what a handful of returns brings in during a busy February week.
A fuller calendar by February.
Let's get to work.
Contact us today.
Built for Tax Preparers
- 01Appointment request form sorted by return type
- 02Printable document checklist by client situation
- 03Services and starting prices page
- 04Season and off-season hours banner
- 05Client portal button for your existing upload service
- 06FAQ block for refunds, extensions and amended returns
What's included for $999
$999 Installed and configured
- Custom WordPress theme built for your tax preparation
- Installed on your hosting
- Set up with your logo, colors and content
- Mobile-first pages that load fast
- Contact and inquiry forms connected
- A walkthrough so your team can edit it
Tax Preparation theme questions
Do I get a template or a theme built for my practice?
You get a custom WordPress theme. Foxco starts from its tax preparation framework and builds it out with your brand, services, prices and document checklist.
Can it be ready before the season starts?
Plan on 7-10 days once we have your logo, photos and content. Rush jobs are welcome depending on our bandwidth, which gets tighter as January gets closer.
Can clients upload their tax documents through the site?
The theme includes a clear button that sends clients to the secure portal you already use. A secure upload system built into the site itself can be set up with the right provider as a custom project.
Does the theme cover the IRS rules on protecting client data?
A theme can't make a practice compliant by itself. Secure forms and document handling can be set up with the right providers as a custom project, while your written security plan stays your call.
Those three January questions (what to bring, what it costs and when you can squeeze someone in) are the whole job of this theme. Answer them on the page and the calls you do get come from people who are ready to sit down with you.
A checklist people will use
Most new clients show up missing a 1099 or last year's return because nobody told them to bring it. The document checklist is split by situation, with sections for employees, the self-employed, landlords and families, so people print the part that applies to them and arrive with a complete folder instead of a shoebox.
Booking that knows the difference
A simple 1040 and a business with three rentals don't need the same appointment. The request form asks about return type, whether last year was filed and whether anyone has an IRS letter in hand, so you can slot quick returns into short blocks and give the messy ones the time they deserve.
Built for the off-season too
Foxco sets the theme up to change with the calendar: a season banner with extended hours, a page for extensions and amended returns for the summer stragglers and a year-round services page for bookkeeping or planning work. The site keeps doing its job in July without you rewriting it.
Ready for April before January hits.
Let's get to work.
Contact us today.
Tax Preparation themes on other platforms
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