Case Study
Tax Town USA is a tax consultancy based in Louisiana, focused on one simple mission- help everyday people build long-term wealth without the confusion that usually surrounds taxes and savings
Industry
Tax & Financial Services
Services
Design assistance, social media management, sales collaboration, pitch deck design, data visualization
Primary Goal
Make tax-deferred investing easy for everyday customers to understand
The Big Picture
Tax Town USA helps individuals optimize taxes, plan retirement, and improve long-term savings. They had great offers and expert knowledge—yet many customers struggled to understand why tax-deferred investing actually mattered
The Problem
They offered tax-deferred investment plans that could save clients thousands over the years— yet most people didn’t instantly understand the benefit of tax-deferred investments
-
Explanations were text-heavy
-
Users skimmed and left the page
-
Website visitors dropped off before taking action
The sales team spent too much time re-explaining the same concept
The Insight
People don’t read paragraphs. They scan
Instead of trying to explain the concept with long text, we decided to show it visually. A 20-year financial story doesn’t need a 20-line explanation. It just needs one visual that clicks instantly
The Solution
We redesigned the messaging using a single, high-clarity line graph.
This transformed financial jargon into a visual story
-
“Tax-deferred compounding” stopped sounding boring
-
Thousands of dollars difference became visible at a glance
-
Users understood the benefit in three seconds
Along with the data visual, I provided
-
Social media posts explaining the concept
-
A sleek pitch deck for the sales team
-
Website-ready graphics
-
Design support across campaigns and promotions
Execution
-
Worked closely with the internal sales team to simplify messaging
-
Created multiple graph versions for web, mobile, and social
-
Developed explainer slides for pitch decks
-
Turned complex tax language into scannable, visual content
-
Supported ongoing design, social posts, and customer education content
Client impact
Based on feedback from Tax Town USA, the design-led approach delivered measurable improvements across sales and customer experience,
-
60% reduction in sales calls through clear, effective visual communication
-
Seamless website navigation enabled by well-structured screen design
-
30% faster customer processing, reducing overall waiting time
These improvements helped the sales team explain complex tax concepts faster and with greater clarity.
Visual Deliverables
