OSCPA Tax Advisory turns a price question into a booked call.
A CPA practice where a prospect can price a tax return, send the estimate and book the right service on its own calendar, without speaking to anyone first.
- Industry
- Tax advisory
- Location
- Plano, Texas
- Working with us since
- 2026
- Website
- oscpatax.com
Before we started.
Three different websites in three years, and nothing connected the website to a calendar, a client record or a price.
What changed.
A prospect can go from “how much will this cost?” to a booked call: price the return, send the estimate, pick a time. Every meeting starts with the practice knowing what it is for.
Onboarding, follow-ups and marketing now sit in one tab instead of several.
What we run for OSCPA Tax Advisory.
A calendar for every service
Five bookable services (a free discovery call, tax preparation, small business accounting, tax problem resolution, and planning) and a personal calendar for each advisor, each with its own short link.
Public fee estimator
Prices a return form by form. Sending the estimate opens a calendar to talk it through.
Qualifying funnel
A page for high-earning physicians that asks the qualifying questions before it asks for contact details.
Chat on every property
The same chat assistant runs on the site, the estimator and the funnels.
Follow-up that starts itself
Every booking arrives with its service attached, so the confirmation, reminders and client record start on their own.
“Client onboarding, follow-ups, and marketing used to mean juggling spreadsheets and switching between different tools. … It works smoothly with the tools we already use, and having one tab open instead of several has made our daily work so much easier.”