Handled Tax and Advisory CPA firm build and ongoing Full Visibility Stack
Amanda Emerdinger operates Handled Tax and Advisory, a tax and advisory firm offering small business tax preparation, advisory services, and compliance. The engagement consolidated two domain properties (handledtax.com and handledtaxes.com), shipped a full build at $997 one time, and landed on the Full Visibility Stack retainer at $397 per month.
Who is Handled Tax and Advisory?
Handled Tax and Advisory is a CPA and advisory firm operated by Amanda Emerdinger serving small business clients across multiple states. The practice covers tax preparation, planning, S corporation work, RSU and ESPP advisory, and ongoing bookkeeping for a roster of recurring clients.
Handled Tax and Advisory is a CPA firm serving small business owners with tax preparation, year round advisory services, and compliance work. Amanda Emerdinger is the principal and the face of the practice. The firm attracts clients who want more than seasonal tax filing, specifically business owners looking for a strategic advisory relationship that pays attention year round.
What was the situation at kickoff?
The brand operated across two domains, handledtax.com and handledtaxes.com, which split equity and confused referral sources. The active surface had no Service schema, no FAQPage schema, no llms.txt, and no AI crawler allow list. Prospects searching for a CPA in the practice geography found competitors before they found Handled.
At engagement start, the practice had two parallel domain properties that split authority and confused both search engines and potential clients. Schema coverage was minimal. The contact form pipeline was unreliable, which is not a minor problem when your business depends on prospective clients filling out a form. Visual identity needed to match the credibility of a real CPA practice, not a generic small business template.
What tier coverage was deployed?
A Small Business Standard build at $997 one time consolidated the two domains and shipped the canonical site. A $397 per month Full Visibility Stack folds in T1 Foundation, T4 Entity and Authority, T6 Content and Authority, and T9 Monitoring. The Full Visibility Stack is the most chosen retainer tier for professional services clients.
A $997 Small Business Standard build covered the rebuild. The Full Visibility Stack retainer at $397 per month was added on launch. Tier coverage on the retainer includes T1 Foundation, T3 AI Domination, and T4 Entity and Authority.
How was the architecture approached?
The dual domains were consolidated to handledtaxes.com with permanent redirects from handledtax.com so equity transferred cleanly. Service schema was added for every line of practice. FAQPage schema covers the common tax planning, RSU, ESPP, and S corp questions. AccountingService schema and Person schema for the practice principals were added to anchor the firm as a named entity.
The dual domain problem was resolved by designating handledtaxes.com as the canonical property and setting up a 301 redirect from handledtax.com so that all authority consolidates on one URL. A headshot photography session produced a full smile colored headshot that ships with the site as the primary social proof element. The contact form pipeline was rebuilt on a hardened server side path (seo-sidecar on port 9090) with Turnstile ready anti spam and SMTP relay that actually delivers.
Schema depth is heavy because tax advisory is a trust business. AccountingService schema, Person schema for Amanda with professional credentials, Organization schema for the firm, and FAQPage schema on every service page. The schema graph gives AI models a coherent entity to cite when a small business owner asks ChatGPT for tax help.
What results emerged?
Domain consolidation transferred equity within the first crawl cycle. The firm began appearing in CPA searches across the practice geography that the prior site never surfaced for. AI search citation volume rose as the schema and llms.txt landed and AI crawlers retrieved the consolidated site rather than two competing ones.
Domain consolidation lifted ranking on terms where both domains previously competed. The form pipeline now delivers reliably, which means intake works without Amanda manually chasing. AI visibility is the stated next milestone. The Full Visibility Stack retainer runs month to month and produces a monthly PDF report.
What comes next?
T3 AI Domination is in the rolling work order so the firm is cited directly in ChatGPT and Perplexity for CPA and tax advisory questions in the practice geography. T8 Data Analytics and Conversion will instrument lead form completion against ad spend. Client portal integration is planned for tax season 2027.
Ongoing Full Visibility Stack. Near term work focuses on expanded AEO coverage so that "small business tax advisor" queries in ChatGPT cite Handled Tax and Advisory. Longer term, a T14 Advanced and Immersive upgrade could ship an AI assistant that answers tax questions on the site and captures leads out of the conversation.