This presentation was used at the Milwaukee Web Design Meetup. It shows what my client, Convenient Tax Service, had originally and what I produced/redesigned for them.

2. Re-Design: Create:
Client Drop-Off Form Identity Package
Coupons Employee Discount Program
Web Site E-Newsletters
Refer-a-Friend Option
The preparers you trust... now with Quick Drop-Off Service
BUSY SCHEDULE? With our new Quick Drop-Off Service, you have the choice of
either meeting with your preparer or dropping off your originals so that we can do a
phone interview. All you need to do is pick up and sign.
Want an even faster way? Download forms at www.cts1040.com!Cori, Sue and Wendy
www.cts1040.com
6633 W. Forest Home Avenue • Greenfield • 414-817-1550
N5 W22872 Bluemound Road • Waukesha • 262-574-9226
Quick
Drop-Off
Service
1. Contact Info Your preparer will review your file and contact you for a phone interview.
Name: ______________________________________________________ Email Address: _________________________________________________
Address: ________________________________________ City: __________________________ State: _____________ Zip: _________________
Home Phone: ____________________________ Cell Phone: ____________________________ Work Phone: _______________________________
2. Client Information Please include all forms. All originals will be returned.
What is your filing status? (check one): ☐
Single
☐
Married
☐
Married Filing
Separately
☐
Head of
Household
☐
Qualifying
Widow(er)
Do you own or rent?
If you rent, fill out the information below:
Rent paid for the year: ________________
Was heat included? Yes / No
Did you move during the year? Yes / No
If you own, fill out the information below:
Mortgage Interest Paid? Second Mortgage? Home Equity? Form 1098
Real estate taxes paid: ________________
Do you have a second property? Yes / No
Income
Did you include ALL of your statements from your job(s)? Form W-2
Did you have any bank interest? Form 1099 INT
Did you sell any stock during the year? Y / N
Do you receive money from a pension or IRA? Form 1099R
Do you receive social security? Form 1099 SSA
Your spouse’s? Form W-2
Did you have any dividends? Form 1099 DIV
Do you have dependents? SEE BACK SIDE OF FORM
Do you receive unemployment? Y / N
Other income: ________________________________________________________________________________________________________________
Charitable Contributions (deduction subject to limitations)
How much did you donate to charity in cash or check? ____________________________________________________________________________
How much did you donate to charity in material goods (Ex: Goodwill, Salvation Army)? ________________________________________________
Do you have any volunteer miles that you drove? __________________________________________________________________________________
Medical Expenses (deduction subject to limitations)
What were your medical expenses (Ex: Prescriptions, co-pays, insurance premium not pre-tax)? ________________________________________
What were your dental or vision expenses? _______________________________________________________________________________________
How many medical miles (Ex: doctor visits, picking up prescriptions)? _______________________________________________________________
3. Bank Information If you are getting a refund, we suggest that you have the money directly deposited into either your checking
or savings account. Or, you can have your refund mailed, but it takes a little longer.
Bank Name: _______________________
Routing Number: __________________
Account Number: __________________
Please check one:
☐ Checking Account
☐ Savings Account - OR -
☐ Please have my
refund mailed to
the address on
my tax return.
4. Signature Don’t forget to pick up and sign. Even though your return is being processed electronically, you must review
the return and sign Form 8879 in our office. Payment for preparation is expected at time of pickup.

3. Redesign: Drop-Off Form
Before: After:
The preparers you trust... now with Quick Drop-Off Service
BUSY SCHEDULE? With our new Quick Drop-Off Service, you have the choice of
either meeting with your preparer or dropping off your originals so that we can do a
phone interview. All you need to do is pick up and sign.
Want an even faster way? Download forms at www.cts1040.com!Cori, Sue and Wendy
www.cts1040.com
6633 W. Forest Home Avenue • Greenfield • 414-817-1550
N5 W22872 Bluemound Road • Waukesha • 262-574-9226
Quick
Drop-Off
Service
1. Contact Info Your preparer will review your file and contact you for a phone interview.
Name: ______________________________________________________ Email Address: _________________________________________________
Address: ________________________________________ City: __________________________ State: _____________ Zip: _________________
Home Phone: ____________________________ Cell Phone: ____________________________ Work Phone: _______________________________
2. Client Information Please include all forms. All originals will be returned.
What is your filing status? (check one): ☐
Single
☐
Married
☐
Married Filing
Separately
☐
Head of
Household
☐
Qualifying
Widow(er)
Do you own or rent?
If you rent, fill out the information below:
Rent paid for the year: ________________
Was heat included? Yes / No
Did you move during the year? Yes / No
If you own, fill out the information below:
Mortgage Interest Paid? Second Mortgage? Home Equity? Form 1098
Real estate taxes paid: ________________
Do you have a second property? Yes / No
Income
Did you include ALL of your statements from your job(s)? Form W-2
Did you have any bank interest? Form 1099 INT
Did you sell any stock during the year? Y / N
Do you receive money from a pension or IRA? Form 1099R
Do you receive social security? Form 1099 SSA
Your spouse’s? Form W-2
Did you have any dividends? Form 1099 DIV
Do you have dependents? SEE BACK SIDE OF FORM
Do you receive unemployment? Y / N
Other income: ________________________________________________________________________________________________________________
Charitable Contributions (deduction subject to limitations)
How much did you donate to charity in cash or check? ____________________________________________________________________________
How much did you donate to charity in material goods (Ex: Goodwill, Salvation Army)? ________________________________________________
Do you have any volunteer miles that you drove? __________________________________________________________________________________
Medical Expenses (deduction subject to limitations)
What were your medical expenses (Ex: Prescriptions, co-pays, insurance premium not pre-tax)? ________________________________________
What were your dental or vision expenses? _______________________________________________________________________________________
How many medical miles (Ex: doctor visits, picking up prescriptions)? _______________________________________________________________
3. Bank Information If you are getting a refund, we suggest that you have the money directly deposited into either your checking
or savings account. Or, you can have your refund mailed, but it takes a little longer.
Bank Name: _______________________
Routing Number: __________________
Account Number: __________________
Please check one:
☐ Checking Account
☐ Savings Account - OR -
☐ Please have my
refund mailed to
the address on
my tax return.
4. Signature Don’t forget to pick up and sign. Even though your return is being processed electronically, you must review
the return and sign Form 8879 in our office. Payment for preparation is expected at time of pickup.

4. NOMONAL
FASTr Refund FAST...
NOMONAL price!
10 OFF
EE E-Filing*
d with other offers.
paying too much
our tax prep?
Cori, Sue and Wendy
rience
Appointments Or
Drop Off Service
e Prepare Your Return.
ENT
VICE
9-$99
Forest Home
Greenfield
817-1550
872 Bluemound
754-9266
Waukesha
cation! - CTS West
cal price range:
cts1040.com
PHENOMONAL
FASTGet Your Refund FAST...
At a PHENOMONAL price!
$10 OFF
FREE E-Filing*
Not valid with other offers.
Tired of paying too much
for your tax prep?
Cori, Sue and Wendy
30 Years Experience
Appointments Or
Drop Off Service
*When We Prepare Your Return.
CONVENIENT
TAX SERVICE
$69-$99
6633 W Forest Home
Greenfield
(414)817-1550
N5 W22872 Bluemound
(262)754-9266
Waukesha
2nd Location! - CTS West
Typical price range:
www.cts1040.com
PHENOMONAL
FASTGet Your Refund FAST...
At a PHENOMONAL price!
$10 OFF
FREE E-Filing*
Not valid with other offers.
Tired of paying too much
for your tax prep?
Cori, Sue and Wendy
30 Years Experience
Appointments Or
Drop Off Service
*When We Prepare Your Return.
CONVENIENT
TAX SERVICE
$69-$99
6633 W Forest Home
Greenfield
(414)817-1550
N5 W22872 Bluemound
(262)754-9266
Waukesha
2nd Location! - CTS West
Typical price range:
www.cts1040.com
Redesign: Coupon
Before: After:

5. Redesign: Web Site
Before: After:

6. Create: Identity Package

7. Create: Employee Discount Program

8. Create: E-Newsletters

9. Create: Refer-a-Friend