Background

Avere Tax Planning is a tax planning and strategy firm that assists entrepreneurs in minimizing taxes and maximizing profits. They initially had a basic website designed on WordPress. The site, although functional, lacked a professional touch that could communicate the firm’s value and its potential. 

The client reached out to me at the end of August for a free consultation. We discussed the functions and potentials of the existing website, their vision for the project, and how a professional UI/UX designer can transform their website.

Objectives

Improve User Experience: Create an intuitive, user-friendly website that provides a wholesome experience for visitors.

Professional Touch: Give the website a polished, modern design that conveys professionalism. 

Clear Communication: Clearly communicate the firm's services, value proposition, and success stories to build credibility.

Lead Generation: Optimise the website for conversions, encourage visitors to schedule consultations, and engage with the firm's services.

Process

I worked with the founder, Alleson Tate, to understand the brand better. I created a detailed plan for the design process, highlighted the sections that needed to be improved, and selected a colour palette that matches the brand identity. 

Design Details

• Visual Consistency: The design maintains a coherent visual style that matches Avere Tax Planning’s brand identity. The consistent use of colors, icons, and typography makes the design unified.

• Modern, Professional Look: The modern, minimalist look gives the website the professional touch that it initially lacked and conveys Avere Tax Planning’s professionalism.

• Service Breakdown: The new website design comes with clear descriptions of the firm's tax strategy services, including one-time and quarterly sessions.

• Price Transparency: Pricing for services is displayed openly, helping potential clients make informed decisions.

• Building Trust: Testimonials are displayed in a visually appealing manner, making them easy to read and engaging, building trustworthiness and credibility.

• Call-to-Action: Strong CTAs encourage visitors to take the next step, whether it's booking a consultation or subscribing for updates.

Conclusion

Avere Tax Planning’s new website successfully establishes a strong brand presence, creating a professional image and communicating their brand goals. The new site looks professional and delivers a better user experience, making it more engaging and increasing conversion.