Booked & Branded Bundle

Your intake should be doing the booking, not causing confusion.

If you’re still chasing clients for missing info, answering the same questions all day, or using a form that looks generic as hell, this bundle is for you.

The Booked & Branded Bundle is a done-for-you, fully branded tax intake system built specifically for your business, plus a bonus that upgrades your whole online presence.

No templates.

No DIY.

No guessing.

I build it. You get booked.

What’s Included

Fully Branded Tax Intake Form

Your intake is customized to YOUR business, not copied and pasted.

Includes:

• Your logo
• Your brand colors
• Your business name and contact info
• Clean, mobile-friendly design

Your clients should trust you before they even talk to you. This helps that happen.

Smart Tax Questions With Logic

Built to save you time and headaches:

W2 and 1099 logic

Dependents section

Self-employed questions

Credit-related questions

Required fields so clients can’t submit incomplete forms

Less chasing. Less confusion. Better workflow.

Client Confirmation Message

After submission, clients see:

☑️ What happens next

☑️ What documents to send

☑️ How the process works

So you don’t have to explain it 50 times a day.

Bonus: 4 AI Brand Photos

You also get 4 professional AI brand photos to elevate your image.

Use them for:

✨️Social media profiles

✨️Your intake form

✨️Booking links

✨️Google Business profile

No more awkward selfies or outdated pictures.

One Custom Revision

One round of edits included so the form fits your workflow.

What This Does NOT Include

To keep things clear:

No workflow 

No multiple forms

No branding design from scratch

No coaching calls

This is a done-for-you intake setup, not a full system overhaul.

Turnaround Time

Delivered in 48–72 business hours

24-hour rush available for an additional fee ($50)

Who This Is For

This kit is perfect for:

• New tax pros who want to look established
• Experienced tax pros tired of chasing clients
• Service bureau clients who want consistency
• Anyone embarrassed by their current intake form

How It Works

1. Purchase the bundle

2. Submit your branding details

3. I build your intake and AI photos

4. You start tax season booked and branded 

Ready to Clean Up Your Intake?

If you’re serious about running your tax business like a business, this is your move.

👉 Add to cart and let me handle the setup.

Fix the intake.

Upgrade the brand.

Get booked.