💼AI Solutions for Accounting & Tax

YOUR ACCOUNTING & TAX
DESERVES MORE LEADS.

More business clients. More tax season bookings. Your accounting firm deserves a website that generates revenue year-round.

We build accounting and tax firm websites that rank for high-value searches, capture consultation requests 24/7, and include ROI calculators that show small business owners the value of professional bookkeeping and tax planning.

Accounting & Tax AI Platform

Summit CPA Group

Added 18 monthly bookkeeping clients in one quarter

+$12,600/mo Recurring Revenue

240%

More Consultation Requests

Year-Round

Lead Flow

4.8★

Google Rating

3.2x

Client Retention

The Problem & The Fix

PROBLEMS WE SOLVE FOR ACCOUNTING & TAX

What's Costing You Money

Tax season is feast; the rest of the year is famine because you have no year-round lead pipeline

Small business owners don't understand the value of monthly bookkeeping vs. doing it themselves

Your website doesn't explain your pricing — prospects don't know if they can afford you

No online consultation booking means you're playing phone tag to schedule meetings

Competitors with better websites are winning the Google searches for 'accountant near me'

No automated follow-up means consultation requests go cold before you call back

How We Fix It

Monthly bookkeeping ROI calculator shows business owners the cost of DIY vs. professional

Online consultation booking fills your calendar without phone tag

Service pages for every offering rank for high-intent searches year-round

Tax planning content pages generate leads in the off-season, not just April

Automated follow-up sequences nurture consultation requests until they book

Client portal integration makes document sharing and communication seamless

ROI Calculator — Included in Every Package

See Your Real Return.

Every site we build includes a custom ROI calculator like this one — live on your website, converting visitors into leads 24/7.

Your Accounting & Tax ROI Calculator

Drag sliders to see your projected return

10
160
$4,800
$100$30,000
40%
1%100%

Your Projected Results

$19,200

Monthly Revenue

$230,400

Annual Revenue

+7,892%

First-Year ROI

Based on Full-Service Website ($495 setup + $199/mo). Projections are illustrative only, not guarantees.

Who We Serve

ACCOUNTING & TAX SPECIALTIES

Small Business Accounting

Monthly bookkeeping, payroll, and financial reporting

Tax Preparation & Planning

Individual and business tax return preparation

CFO & Advisory Services

Fractional CFO and strategic financial advisory

Payroll Services

Full-service payroll processing and compliance

IRS Representation

Tax debt resolution and IRS audit representation

Business Formation

LLC, S-Corp, and business entity setup services

Estate & Trust Tax

Estate planning, trust administration, and tax filing

Transparent Pricing. Everything Included.

Every package includes a custom ROI calculator, lead capture forms, mobile design, and support. No lock-in contracts.

Most Popular

Full-Service Website

We build everything for you — industry-specific design, AI chatbot, lead capture, ROI calculator, and SEO. First draft in 24 hours.

$1,500 setup25% OFF

$495 setup

$199/mo

Custom industry-specific design
Mobile-responsive, fast-loading
AI chatbot (Alma AI) included
Lead capture forms + ROI calculator
Google Analytics + SEO setup
CRM integration available
First draft delivered in 24 hours
Ongoing support + monthly updates

AI Agent Add-On

Add a custom AI agent to your website — phone, chat, email, or social media automation. Works 24/7 while you sleep.

$500 setup25% OFF

$199 down setup

$99/mo

AI phone agent (24/7 answering)
AI chat + lead qualification
Email + SMS follow-up automation
CRM sync and appointment booking
Custom trained on your business
Monthly performance reports
Questions? Text us at (279) 321-2965 →
Get Started

GET YOUR FREE ACCOUNTING & TAX SITE

No commitment. We'll send a custom proposal within 24 hours.

READY TO STOP LOSING CLIENTS?

$495 setup + $199/mo. First draft in 24 hours. We build everything for you.

AI agent add-ons start at $199 down + $99/mo. Text us at (279) 321-2965 to get started.

Alma AI
Free Website Scan
See exactly who you're missing — in 60 seconds
🔍 We'll scan your website and show you which customer groups you're missing — and exactly how to reach them.
Free. No credit card. Results in 60 seconds.