Tax compliance & planning
Corporate and multistate tax returns, credits, and planning for important business decisions.
Tax planning, 401(k) plan audits, and business advice are at the heart of your practice. Let’s make those strengths easier to find—and give new clients a clear way to reach the right person.
Tax planning · 401(k) audits · Business consulting
Explore our services Call (408) 448-8000 San Jose, CAYour website already describes a broad CPA practice. A clearer service hierarchy can help business owners and plan sponsors find the right expertise without reading every page.
Corporate and multistate tax returns, credits, and planning for important business decisions.
Dedicated information for retirement plan sponsors, including pension and profit sharing plans.
Entity selection, cash management, budgeting, and help with plan and tax issues.
A business owner planning taxes and a sponsor arranging a plan audit have different questions. Give each a direct route to relevant services, team information, and contact details.
Separate the main service paths so visitors can identify the right starting point.
Introduce your actual team with named profiles and relevant areas of practice.
Keep the firm phone and both office addresses easy to find on every device.
Bring your services, team, and office contact details into one clear starting point for new clients.
Distinct entry points for tax, accounting and plan audits, and consulting.
Introduce the people who guide tax planning, plan audits, and business decisions.
A visible phone action and both office locations help visitors make contact.
Proposed homepage · Services, people & office contact
The United Facilities Group example shows Brandcore’s approach to clearer service navigation and stronger visual hierarchy. For your practice, that means helping visitors find expertise and contact details quickly.
A proposed schedule for a focused website refresh. Timing begins after scope, access, and content approval; your client work stays the priority.
Work with Amy to confirm priorities for tax clients, business owners, and plan sponsors.
Create the approved experience, then review it together before publication.
Review how visitors use the site and agree useful improvements after launch.
A short walkthrough can help us agree which improvements would be useful for your practice, what to keep, and what to quote first.
A proposal prepared for Silicon Valley Accountancy. Amy can walk through the service paths, team presentation, and contact experience with you.
Thursday at 1 PM or Friday at 2 PM Pacific, or pick any weekday time that fits your schedule.