Win the January search,
fill the April calendar
From the first W-2 to April 15, households search for refund estimates, paycheck answers and credits. Put those calculators on your site and receive appointments with the numbers already gathered.
How can a tax preparer get more leads from their website?
Answer the questions people search before they choose a preparer: what they'll owe, what their paycheck should be, whether they qualify for the Earned Income Credit. Calculators that answer those on your site, with a button to book a preparation appointment, turn search visits into scheduled returns.
A preparer's season on the website
Early January
Publish calculator pages and announce them to last year's clients.
Late January
W-2s arrive; EIC and refund questions peak. Feature those calculators.
February and March
Use the 1040 estimate for prospects comparing preparers.
April
Extension questions; IRA contribution deadline.
After the season
Keep paycheck and SE tax calculators live for year-round clients.
Advertising language that stays on the right side
| Instead of | Say |
|---|---|
| 'See your refund now' | 'Estimate your 2026 federal tax' |
| 'Guaranteed maximum refund' | 'We'll check every credit you qualify for' |
| 'Free money from the IRS' | 'See whether the Earned Income Credit may apply' |
Circular 230 §10.30 and state rules prohibit misleading advertising; the safer phrasing also sets realistic expectations.
Serve families in their own language
Every calculator can switch to Spanish, Simplified Chinese, Korean, Vietnamese or Arabic, including the definitions and disclaimer. For practices serving households who prefer a language other than English, that removes a barrier at the moment a family decides who will prepare their return.
Questions firms ask
Which plan do preparers need?
Practitioner is free and includes the tax calculators (up to 5 at once). Most preparers move to Firm or Network for more calculators, webhooks and white-label.
Can clients book an appointment from the calculator?
The lead form sends a request; link your scheduling page in the button or follow-up.
Do calculators include state tax?
No, federal only; mention your state return service.
Will EIC estimates set wrong expectations?
They're labeled as estimates and say eligibility tests aren't checked.
Can I pause calculators after April?
Yes, or leave them up for year-round clients.
Are leads tax return information?
No, but treat return data under §7216 once engaged.
Do you have a website partner for tax firms?
Listed when available; see the partner disclosure.
Can I try it before the season?
Yes, the 14-day trial lets you set everything up in December.
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Next entry
Get the January searches onto your calendar
Set up your tax-season calculators now, before the W-2s arrive.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.