A fee worksheet visitors can trust
Visitors tick what is on their return (a business, rentals, investments, unfiled years) and see the flat fee add up line by line, with a turnaround estimate. Prices are plain data you can change in seconds.
Template
Tax Preparation Service template
A website for a tax preparer or small tax office, with a flat-fee worksheet, a document checklist, deadline alerts and booking. Copy it and make it yours.
Free to start with a Puter account. Your copy is yours to change, publish or download.
What is in the template
A document checklist built from their answers
The checklist shows only what each visitor needs to bring, remembers their ticks on their device and prints cleanly, so the first meeting starts with everything on the table.
Deadlines that keep themselves current
A ribbon at the top counts down to the next federal deadline, and the booking section lists the key dates ahead, moved to the next business day when they land on a weekend.
Situations, team, reviews and booking
Tabs for families, freelancers, business owners, landlords, retirees and late filers, preparer profiles with credentials, reviews, questions and an intro call request that carries the estimate.
How to use it
Start from the template
Press Use this template and sign in with Puter. A new project with every file of the Tax Preparation Service template opens in the builder.
Describe what to change
Tell the builder what you want in plain language: your content, your colors, a new feature. It edits the code and shows the result in a live preview.
Publish when it is ready
Put it on a public address with one click, or download the files and host them anywhere.
Questions
Can I change the fees and services?
Yes. Every fee line, its price and what it adds to the turnaround is plain data. Ask the builder to change a price, add a service like amended returns, or remove one you do not offer, and the worksheet, tabs and checklist all follow.
Where do booking requests go?
By default the form opens an email draft to your address with the request and the visitor's estimate filled in. If you use a form service, or want requests saved to your Puter account, ask the builder to connect it.
Does it work for an accounting firm, not just tax prep?
Yes. Describe your services and the builder can add bookkeeping or payroll lines to the worksheet, new situations to the tabs and the matching documents to the checklist.
Is the template free?
Copying a template is free with a Puter account, and the copy is yours to keep. Changing it with AI uses your account's free allowance, and when that runs out you can upgrade.
Will changes to the template affect my copy?
No. Your copy is independent from the moment it is made. Updates to the template never touch it, and nothing you change reaches anyone else.
Start from the Tax Preparation Service
It opens in the builder in a few seconds. Then make it yours by describing what you want.
Use this template