Case Study

We repositioned a tax advisor as the premium expert.

TjamesonTax had the skills but not the image. We redesigned their website from the ground up, repositioning them as a trusted, professional tax practice — attracting higher-budget clients who value expertise.

2x
Client Budget
85%
Client Retention
60%
Higher-Quality Leads
4.9
Client Satisfaction

Targets this rebuild was engineered to hit — not audited client analytics.

The Problem

Real expertise. Wrong clients.

Timeline5 Weeks IndustryTax & Accounting ScopeBrand · Web · Portal

TjamesonTax offered expert tax preparation, consulting, and accounting — but their outdated website did not reflect their expertise. Potential clients saw an amateur site and assumed amateur service, choosing competitors who simply looked more professional.

Unprofessional website that didn’t reflect expertise

Attracting price-shoppers with tiny budgets

Clients treating her casually and without respect

No client portal or online booking system

Undercharging due to perceived lack of authority

No differentiation from low-cost tax prep chains

I know my work is excellent, but my website makes me look like a hobby. Clients haggle on price and don’t take my recommendations seriously.

— Kelsea Bernasek, Owner
Our Approach

Four pillars.
One transformation.

01

Strategic Positioning

Defined TjamesonTax as a premium, trusted tax advisor — not a discount prep service. Positioned Kelsea’s expertise to attract clients who value quality over price.

02

Professional Branding

Created a clean, authoritative visual identity with teal and navy tones that communicate trust, professionalism, and financial expertise.

03

Website & Conversion

Built a modern site with online booking, a secure client portal, and strategic CTAs that convert visitors into premium clients effortlessly.

04

SEO & Performance

Implemented local SEO for Omaha-area searches, optimized page speed, and added structured data to position TjamesonTax above competitors in search results.

The Deliverable

A website that commands respect.

The professional website we designed and built for TjamesonTax. A complete transformation from their previous site.

tjamesontax.com

TjamesonTax website redesign screenshot.

TjamesonTax website redesign showing professional tax services design

Fully responsive — optimized for desktop, tablet, and mobile.

The Goals

Built to win
better clients.

These are the outcomes the rebuild was engineered to hit. We don’t publish a client’s private analytics, so treat them as targets rather than audited results.

2x
Client Budget
Target vs. pre-launch clients
85%
Client Retention
Year-over-year retention target
60%
Higher-Quality Leads
Target premium inquiries vs. before
4.9
Client Satisfaction
Target average review rating
Before WebPath
After WebPath
Client Quality

Price-shoppers with minimal budgets

2x

average client budget size

Perception

Treated casually, not respected as expert

Recognized as trusted premium tax advisor

Lead Quality

Unqualified inquiries, low conversion

60%

increase in higher-quality leads

Experience

No portal, phone-only communication

4.9★

client satisfaction with new portal

Figures in the right-hand column are the targets set out above — not audited client results.

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Design System

Crafted with
intention.

Color Palette
Typography
DISPLAY — RALEWAY
TjamesonTax
BODY — DM SANS
Expert tax preparation, consulting, and accounting — clarity and confidence in every return.
★★★★★

Since the creation of our new site, I've been acquiring clients who not only treat me with more respect and professionalism, but also come with significantly larger budgets, allowing for more ambitious projects!

Kelsea Bernasek
Owner, TjamesonTax
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What's included
Brand Strategy Professional Branding Web Design Development Client Portal SEO & Search Launch & Deploy Ongoing Support