CPA · EA · Newton & remote-friendly
Tax season should not feel like a single inbox where extensions, s-corps, and quick questions collide.
This Foundation-template scaffold pairs a module grid (what clients bring) with stepped intake—so admins see scope before the first consult, without forcing W-2 uploads on someone who only needs an extension.
Module tiles sized for thumbs—each maps to a real deliverable.
Each tile pairs copy with a stock visual cue—production swaps in your conference room shots, partner bios, and compliance PDFs.
Intake flow — light first screen, detail after intent.
- Return type & timing — extension vs full filing vs advisory-only keeps routing honest.
- Sources of income — W-2 count, brokerage summaries, rental activity—drives the doc checklist.
- Life events — marriage, home purchase, RSUs—reduces back-and-forth in March.
- Secure uploads — optional until storage is enabled; otherwise book a document drop appointment.
Events like intake_step_completed or partial saves wire in on Growth; Foundation ships the structure so you are not inventing fields mid-season.
Services stay parallel to how your firm staffs season.
- Individual & joint returns with multi-state nexus
- Small business books-to-tax handoff
- Payroll + 941 coordination with your provider
- Advisory blocks billed outside peak weeks
Trust stack
What anxious filers see first
PTIN/EA/CPA proof, data handling language, turnaround windows, and a single CTA to book a consult—everything above the scroll on a five-inch screen.
Compare Foundation vs Growth packagesShip on your letterhead
Swap every placeholder for your brand blues, disclosures, and portals.
Foundation focuses on credibility + intake clarity; Growth layers analytics and automation when you are ready.