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
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Explanations were text-heavy
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Users skimmed and left the page
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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
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“Tax-deferred compounding” stopped sounding boring
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Thousands of dollars difference became visible at a glance
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Users understood the benefit in three seconds
Along with the data visual, I provided
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Social media posts explaining the concept
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A sleek pitch deck for the sales team
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Website-ready graphics
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Design support across campaigns and promotions
Execution
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Worked closely with the internal sales team to simplify messaging
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Created multiple graph versions for web, mobile, and social
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Developed explainer slides for pitch decks
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Turned complex tax language into scannable, visual content
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Supported ongoing design, social posts, and customer education content
Results
While exact numbers are confidential, the impact was clear
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Customers understood the benefit faster
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Sales calls became easier and shorter
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Website content required less verbal explanation
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Educational posts got higher engagement
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Visuals made the offer feel trustworthy and actionable
Visual Deliverables
Client Words
Vamsi Krishna is an intelligent and motivated individual. He is more than capable of handling any task that comes his way. As part of his former responsibilities, Vamsi took pride in his work without complaint and always open to feedback; along with developing growth among his peers