Mr. Taxes Pro
A Fort Lauderdale tax preparation business with a book of over 200 clients and a website that sold none of it.
What was actually broken
Mr. Taxes Pro does two very different things: standard return preparation, and custom tax planning — the service the owner actually wants to grow. The old site treated them as the same thing and led with a phone number.
Meanwhile the business was running four disconnected systems: a CRM, tax software, an intake form, and the website. Nothing talked to anything else, and every new client was re-entered by hand.
The change
The work
- A homepage built around the high-value tax planning consultation, with return prep positioned as the entry point rather than the headline
- A clear service structure so a visitor understands what they are actually booking
- An onboarding path that connects the website to the existing intake form instead of duplicating it
- A plan for reactivating past clients, mapped against the existing CRM rather than replacing it
- Everything automated around the consultation — and deliberately nothing automated inside it
Where it landed
Deployed and running at mrtaxespro.com
Clients in the book the new site is built to serve
Disconnected systems mapped into one path
Ready to make your business look the part?
Fifteen minutes, free, no pitch. I'll run a real speed and mobile check on your current site before we talk.