WordPress Developer — Site Rebuild with Stripe, Zapier & Google Integration
I am rebuilding my WordPress website into a fully automated client intake funnel. This is not a cosmetic refresh. It involves a homepage redesign, new pricing structure, complete client workflow automation, and a seamless document collection system — all built around Google Workspace because my international clients refuse to use proprietary portals.
A full project brief is attached. Please read it before applying.
What This Project Involves
- Website redesign: Full homepage rebuild with a specific persuasive structure (detailed in brief). New standalone pricing page with an interactive plan finder quiz. Services page rebuild with clear client type sections. FAQ page rewritten with expat-specific questions. Blog structure set up for country-specific SEO.
- Complete client automation chain: When a client selects a plan and pays via Stripe, the following must happen automatically without any action from me: – Private Google Drive folder created and shared with the client (and spouse if applicable) – Welcome email sent with folder link and document checklist specific to their plan – Intake questionnaire link sent (Jotform HIPAA-compliant) – Engagement letter sent via PandaDoc for e-signature – Xero invoice created automatically when engagement letter is signed – HubSpot contact created and tagged with plan name – If any step fails, I receive an immediate alert email
- Document collection — two paths: – Google users get a private Drive folder and upload there directly – Non-Google users get a secure upload link (ShareFile, Box, or Jotform) that feeds into the same Drive folder automatically
- Client status page: A simple page where clients can see where their return stands — Documents Needed / Received / In Progress / Ready for Review / Filed. I update it with one click from WordPress admin. Clients stop emailing me to ask.
- Automated email sequence: Three automatic emails after payment — welcome with folder link, 48-hour document reminder if nothing uploaded, notification when return is ready.
- Calendly integration: When someone books a free consultation, their details automatically create a HubSpot contact tagged as a prospect.
- Security: Google Workspace MFA enforced via Admin settings. Each client folder is fully isolated. Jotform HIPAA-compliant plan for questionnaire. Questionnaire responses saved to client’s Drive folder via Zapier on submission.
- Existing financial chain — do not rebuild: Xero ? Stripe ? Relay bank ? Xero reconciliation is already working perfectly. The only addition needed is automating the Xero invoice creation step. Five invoice templates need to be created in Xero (one per plan) before automation can work.
- SEO: Rank Math installation and configuration. Primary keyword: “US expat tax specialist.” GA4 from day one. LocalBusiness schema. Google Search Console. Country-specific blog category structure.
- Branding: Full rebrand from Sound Tax to TaxJet throughout the site. New logo file will be provided. Favicon update.
Tools You Must Know
This project requires hands-on experience with ALL of the following. Please do not apply if you only know WordPress.
WordPress · Nextend Social Login (Google OAuth) · Stripe · Zapier · Google Drive API · Google Workspace Admin · HubSpot CRM · Jotform HIPAA plan · PandaDoc · Xero · Calendly · Rank Math · Google Analytics 4 · ShareFile or Box (or equivalent secure upload)
To Be Considered, Please Answer This
Have you built a post-Stripe-payment automation workflow using Zapier that triggers Google Drive folder creation, HubSpot contact creation, and a document sending sequence? Please describe the steps you would take. If you cannot answer this specifically you are not the right fit for this project.
Optional Add-Ons — Quote Separately
- Referral system (unique referral link per client, discount on conversion)
- Personal branding page for Renee Mizrahi
Notes
- Open to theme change — please include your recommendation and reasoning
- Full project brief with every page mapped out, content direction, and technical specifications is attached
- This is a one-person tax firm with plans to expand — the system must run itself as much as possible
- International clients are in Southeast Asia, Europe, and the Americas — mobile-first is essential
Here is the developer brief.
- TaxJet.co — WordPress Developer Brief
- Site URL: https://taxjet.co
- Current Theme: Bentocase (open to switching — see Theme section below)
- Business: TaxJet — U.S. Expat & International Tax Specialists
- Owner: Renee, Enrolled Agent
- Prepared: April 2026
- This is an open bid. Please quote based on the full scope below.
About the Business
TaxJet serves Americans living abroad — digital nomads, retirees in Southeast Asia and Europe, foreign professionals working in the U.S. with overseas assets, people with IRS problems, and those planning a move abroad. The business was recently renamed from Sound Tax LLC to TaxJet.
Clients are not tax-savvy. They are stressed and often facing situations that U.S. tax software cannot handle. The brand voice is plain English, warm, and reassuring — like a trusted advisor, not a government form.
Brand slogan: “You give us your taxes, we’ll give you the world.”
What This Project Is
A full rebuild of an existing WordPress site into a client intake funnel. Currently every new client requires manual back-and-forth: send the engagement letter, wait for signature, create an invoice, wait for deposit, then begin work. The goal is to automate that entire process through the website while keeping the client experience dead simple.
International clients refuse to use proprietary portals. They already use Google. The entire client workflow is built around Google Workspace.
Scope of Work
1. Branding Update
The business has changed its legal name from Sound Tax LLC to TaxJet. A new logo is in progress — use a clean text placeholder until the file is delivered. A separate logo design quote is welcome if the developer has design capability.
- Replace all “Sound Tax” references with “TaxJet” — footer, page titles, meta tags, image alt text, filenames
- Footer copyright: update to “© 2026 TaxJet”
- FAQ page in nav is currently labeled “Sound Board” — rename to “FAQ”
- Fix typo: “Bookeeping Services” ? “Bookkeeping Services”
- Replace math CAPTCHA on contact form with reCAPTCHA v3 (invisible, no user friction)
- Update favicon
- Brand colors: Navy and white primary. Red used selectively. Clean, professional, globally legible.
- Typography: Clean, modern, highly readable. Clients read on phones in foreign countries — legibility is everything.
2. Homepage Rebuild
The current homepage needs to be rebuilt with a specific persuasive structure. This is not a cosmetic refresh — the content hierarchy, copy, and calls to action all need to change.
- Remove the existing contact/intake form from the homepage entirely.
- Remove the photo of Renee from the homepage — it will appear on the Services and About pages only.
- Replace with a high-quality lifestyle stock image showing an American working or living abroad (café, overseas city, laptop by the water — developer/designer to suggest options).
- Required section order:
- Hero
- Eyebrow: “U.S. Expat & International Tax Specialists”
- Headline: “Finally, a tax expert who understands your life abroad.”
- Subheadline: “We help Americans worldwide handle foreign income, overseas assets, and cross-border tax rules — quickly, clearly, and without turbulence.”
- Slogan: “You give us your taxes, we’ll give you the world.”
- Two buttons only: “Find My Plan ?” (primary, filled) and “Book a Free 15-Min Call” (secondary, outline)
- Credentials below buttons: Enrolled Agent · IRS Certified Acceptance Agent · NAEA Member
- Trust Bar (full-width strip below hero, dark background)
? Enrolled Agent — IRS authorized · ? Clients in 30+ countries · ? IRS Certified Acceptance Agent · ? Fully virtual · ? Works via Google Drive - The Mistakes That Cost People a Fortune (dark background)
- Heading: “The mistakes that cost Americans abroad a fortune.”
- Three tiles:
- The Wrong Account in Thailand — retiree uses taxable investment account to buy property; funds from pension/Social Security would have been tax-free. One wrong wire transfer = enormous unexpected Thai tax bill.
- The FBAR You Didn’t Know You Needed — foreign accounts over $10,000 require annual filing even if you owe no tax. $10,000+ penalty per account missed. TurboTax won’t flag this.
- Choosing the Wrong Tax Strategy — FEIE vs. Foreign Tax Credit chosen incorrectly = thousands in unnecessary taxes.
- Why TaxJet (white background, two columns)
- Left: Three points — international specialists only / plain English always / works via Google Drive
- Right: Pull quote testimonial from Liza I., Dublin Ireland (full text on current site)
- How It Works (warm background, four steps)
- 1. Pick your plan
- 2. Sign in with Google — we create your private Drive folder
- 3. We handle everything
- 4. Review, sign, done
- Note under step 2: “No new accounts. No new software.”
- Pricing Preview (white background)
- Show three plans only (see Pricing section below for details).
- Subheading: “Most clients fall into one of these three plans.”
- Link at bottom: “See all plans ?” goes to /pricing
- Final CTA (dark background)
- Two options — no form:
- “I know what I need” ? See Plans & Pricing
- “Not sure where to start” ? Book a Free 15-Min Call
3. Pricing Page — New Structure
- Create /pricing as a standalone page. Add to top-level navigation. Remove “Pricing” as a dropdown under Services.
- The current plan names (Nomad Express, Simple Nomad, Standard Foreign, etc.) are being replaced with plain-language names that any client type can understand.
- Plan Finder Quiz (top of pricing page, interactive)
- 3 questions, recommends a plan. No email required. Developer must build as a live interactive element.
- Q1: Are you currently living outside the United States?
- Q2: Do you have foreign bank accounts, investments, or real estate?
- Q3: Have you missed any U.S. tax filings?
- Three Main Tiers:
- Quick & Simple — $300–$400
- For: Budget nomads who can’t make TurboTax work and need it done fast. Simple W-2 income, no foreign assets.
- Includes: Federal + one state return, FEIE or Foreign Tax Credit, 72-hour turnaround, FBAR available at $25/account.
- The Real Work — $700–$900 (Most Popular)
- For: Established nomads, remote workers, foreign professionals in the U.S. with complexity — multiple incomes, a business, foreign accounts, or overseas assets.
- Includes: Federal 1040 + one state, FEIE or Foreign Tax Credit, Schedule B/C/D, simple foreign employer, 5-day turnaround.
- The Heavy Stuff — From $1,500
- For: Real problems. IRS letters, missed years, foreign companies, significant assets, retirees moving abroad with complex finances. Client speaks with Renee before selecting this tier.
- Includes: Everything in The Real Work, IRS notice/audit response, Streamlined filing, foreign corporations/partnerships, multi-country coordination, custom quoted.
- Two Named Expat Plans (shown as upgrades within Heavy Stuff tier):
- Asset-Based Expat — $2,500: Treaty analysis, retirement income planning, multi-asset reporting, coordination with foreign preparer, priority support.
- High Complexity Expat — From $3,500: IRS resolution, Streamlined compliance, offshore disclosure, foreign corporations, multi-country coordination. Custom quoted.
- Important note to display on page: “If your situation sounds complicated but may be simpler than it appears, contact us before assuming you need the highest tier. We never want to turn anyone away and will always quote fairly.”
- À-La-Carte Forms (shown as a price menu, not a footnote — this is where margin is built):
Schedule C or E — $250–$600+ · Form 1116 (Foreign Tax Credit) — $200 · Form 2555 (FEIE) — $200 · 1120S (S-Corp) — $500 · Form 5471 (Foreign Corporations) — $250 · Form 8865 (Foreign Partnerships) — $250 · Form 8621 (PFIC) — $250 · Form 8938 (FATCA) — $250 · Bookkeeping — $45–90/hr - Subscription Add-On (optional, shown clearly as not required):
Year-round support option available after first filing. Year one: pay in full. Year two onward: monthly payments. Priority processing included. - Pricing FAQ (answer these four questions before clients have to ask):
- What if I’m not sure which plan I need?
- Are there hidden fees?
- How does payment work?
- What do I need to get started?
All five “Select Plan” buttons must link to Stripe Checkout. Client will provide the two missing Stripe payment links (currently Standard Foreign and Asset-Based Expat link to the client portal instead of Stripe — this must be fixed).
4. Services Page Rebuild
- Hero: Dark background. Clear headline. Two CTAs. Professional photo of Renee on this page (photo in progress — hold placeholder).
- Who We Serve section (four tiles, help visitors identify themselves):
- Digital Nomads
- Retirees Abroad
- Expat Professionals (U.S.-based with foreign assets — tech workers, global professionals)
- Late or Non-Filers
- Services Grid (3×3 grid of tiles, each links to its own sub-page):
- International Tax Services
- U.S. Tax Returns
- FBAR Reporting
- Expat Planning Services
- Streamlined Filing
- ITIN Services (TaxJet is an IRS Certified Acceptance Agent)
- IRS Notice & Audit Response
- Tax Advisory
- Bookkeeping Services
Note on service sub-pages: The existing sub-pages are too technical. Each needs to be rewritten in plain English following this structure: Who is this for? / What do we do? / What’s the risk if you don’t? / How do you get started? Developer should flag this as a separate copywriting phase.
5. Client Workflow — Google Workspace Integration
No proprietary client portal. No SecureFilePro. No TaxDome. International clients refuse to use portals. The workflow runs entirely on Google Workspace.
The flow:
- Step 1 — Google Login
Nextend Social Login plugin is already installed with Google OAuth Client ID and Secret configured. When a client clicks “Get Started” or “Select Plan” they sign in with Google. This confirms they are a real person (prevents spam) and captures name and email. No manual account creation. No approval step. - Step 2 — Stripe Payment
After Google login, client is redirected to the Stripe Checkout page for their selected plan. All five plans must have working Stripe payment links. - Step 3 — Automatic Google Drive Folder
- Zapier trigger: Stripe payment completed.
- Action: Create a Google Drive folder named “TaxJet — [Client Name] — [Year].” Share with the client’s Google account and Renee’s Google Workspace account. Email client a link to their folder immediately. This folder is the client portal.
- Step 4 — HubSpot CRM
Simultaneously: push client name, email, plan selected, and payment date to HubSpot as a new Contact, tagged with plan name. - Step 5 — Engagement Letter
- Zapier trigger: Stripe payment completed.
- Action: Send engagement letter via PandaDoc or DocuSign for e-signature.
- Step 6 — Xero Invoice
- Zapier trigger: Engagement letter signed.
- Action: Create deposit invoice in Xero automatically.
Security requirements: Each client gets their own isolated folder — they cannot see other clients’ files. Renee’s Google Workspace account must have 2-factor authentication. Recommend Google Workspace Business Standard or higher for audit logs. Welcome email must remind clients not to share their folder link.
6. SEO Foundation
- Install and configure Rank Math
- Primary keyword: “US expat tax specialist”
- Secondary keywords: “American living abroad taxes,” “FBAR filing,” “foreign income tax USA,” “expat tax Thailand,” “expat tax Europe”
- Every service page needs a unique title tag, H1, and meta description
- LocalBusiness schema markup — type: Tax Preparation Service
- Connect Google Search Console and submit XML sitemap
- All images need descriptive alt text
- Set up blog category and tag structure (client will write 2 posts per week after launch)
7. Theme
The current theme is Bentocase. Switching themes is acceptable and encouraged if a better option serves the design goals. Please include your theme recommendation and reasoning in your quote.
Suggested alternatives: Kadence, GeneratePress, or Astra with a premium child theme. The right theme should be mobile-first, fast, and used by thousands of developers so the client is never locked into one person for future changes.
Tools & Integrations — Required Experience
The right developer for this project must have hands-on experience with ALL of the following. Please do not apply if you only know WordPress.
- WordPress — theme editing, plugin configuration, custom page templates
- Nextend Social Login — Google OAuth integration
- Stripe — payment links, Checkout, webhooks
- Zapier — multi-step automation workflows
- Google Drive API or Zapier Google Drive integration
- HubSpot CRM — contact creation via Zapier or API
- PandaDoc or DocuSign — e-signature automation
- Xero — invoice creation via Zapier
- Rank Math — SEO configuration
Interview Questions
- Please be prepared to answer these before being hired:
- Have you built a post-Stripe-payment automation workflow using Zapier? Walk me through the steps.
- Have you connected Google OAuth login on a WordPress site to downstream tools like HubSpot or Google Drive?
- Can you show me a professional services site you have built that was designed to generate leads — not just look good?
- How would you approach the homepage for a one-person tax firm targeting stressed Americans abroad who are confused about the IRS?
- If you cannot answer questions 1 and 2 with specifics, this project is not the right fit.
Out of Scope
- Logo design (in progress separately — quote welcome if developer has design capability)
- Blog content writing (client writes 2 posts per week after launch)
- Service sub-page copywriting (separate phase after launch)
- WhatsApp integration
What to Provide at Kickoff
Client will supply:
- Google OAuth Client ID and Secret (already configured in Nextend plugin)
- Stripe account access and missing payment links
- HubSpot account access
- Xero account access
- PandaDoc or DocuSign account
- Zapier account
- Google Workspace admin access
- New TaxJet logo file (SVG) — in progress
- Professional photo of Renee for Services and About pages — in progress
Please note that there is no Zapier connection yet and a free HubSpot account is the current setup. It is unknown what the cost is and the client needs advice.