Case study · TaxQuotes / TaxStache · 2025–2026

Made tax content feel less like tax content.

For one year, I ran three weekly newsletters, the SEO calendar, social, paid ads, site tools, downloads, segmentation, deliverability, and analytics. I also wrote 250 articles and grew the email list to more than 12,000 active subscribers.

EmailSEOSocialPaid mediaToolsAnalytics
TaxStache homepage showing its Earn It, Keep It positioning and newsletter signup
TaxStache homepage. The job was to make tax information useful enough to earn attention, then build the systems that kept people coming back.
12K+Active subscribers
3×/weekNewsletters managed
250Articles in one year
$0.30Meta CPC for 3 months
38%Average open rate
10%Email CTR
Cash Flow and Irregular Income article portfolio sample
Related editorial concept · small business finance

Cash Flow and Irregular Income

A banking-adjacent content sample built around the real decisions small businesses face: forecasting cash timing, setting reserves, tightening collections, stress-testing slow periods, and evaluating credit before a gap becomes an emergency.

Portfolio editorial concept rather than a claim of published TaxStache performance.

What I owned

One role. A lot of moving parts.

I was not handing pieces off and waiting for them to come back. I was running the editorial system from idea to send, publish, report, and next test.

01 · NEWSLETTERS

Three weekly sends, end to end

Planned the calendar, wrote and built the emails, created multiple newsletter layouts, segmented the audience, tested subject lines, watched deliverability, and reported on performance.

38% opens · 10% CTR
02 · SEO + EDITORIAL

250 articles in one year

Wrote and managed search-led tax content across IRS relief, filing, deductions, forms, legislation, and evergreen questions while maintaining a high publishing cadence.

+25% first-page ranking lift
03 · SOCIAL + PAID

Built the creative and ran the channel

Turned long-form research into social-first posts, managed the publishing rhythm, and created a Meta ad that held a $0.30 CPC for three months.

+30% cross-platform engagement
04 · SITE + TOOLS

Made tax pages easier to use

Designed several site tools and reference experiences that turned dense tax rules into visual, scannable answers people could actually navigate.

Tools · guides · reference UX
05 · LIFECYCLE + DELIVERABILITY

Kept the list healthy while it grew

Managed segmentation, re-engagement, list quality, analytics, deliverability, and ongoing optimization across a list that grew to more than 12,000 active subscribers.

Audience growth with guardrails
06 · DOWNLOADS + ANALYTICS

Built the next useful step

Created checklists, guides, downloadable assets, landing-page paths, and reporting that connected content performance to subscriber growth and conversion.

1.2% → 3.5% visitor-to-subscriber

Site work

Not just articles. Useful things.

The screenshots here show the range. I worked on editorial pages, large reference guides, tax-form tools, and the homepage experience around the newsletter itself.

TaxStache article about Currently Not Collectible status
Editorial + brand voice

The IRS Snooze Button

A technical tax-relief topic, written and packaged like something a normal person might willingly read. This was the editorial sweet spot: clear, useful, and still unmistakably TaxStache.

ArticleVoiceSEO
View live article ↗
TaxStache One Big Beautiful Bill Act guide with section cards
Interactive guide + information design

OBBBA Explained

A huge tax-law change broken into sections people could jump through without reading a wall of legalese. The structure did as much work as the copy.

Guide UXTax lawContent architecture
View live guide ↗
TaxStache forms and notices reference tool explaining Schedule 1-A
Reference tool + UX

Forms and Notices Library

Designed to answer the question people actually have when an IRS form lands in front of them. The page combines a visual breakdown, plain-English guidance, and a persistent reference menu.

Tool designReference UXPlain English
View live library ↗
TaxStache homepage with newsletter signup
Homepage + newsletter funnel

Earn it, keep it

The homepage had one job: make the brand feel approachable, give the newsletter a clear reason to exist, and turn interest into a subscriber without overexplaining.

PositioningSignup UXBrand
Visit TaxStache ↗
3 weekly

Newsletters managed 100% by me

Planning, copy, build, segmentation, scheduling, QA, analytics, and iteration lived in one workflow, which made it easier to move fast without losing the thread.

12K+

Active subscribers

Built the list while keeping a close eye on engagement and deliverability instead of treating raw list size as the only goal.

38% / 10%

Open rate and click-through rate

Subject lines, segmentation, useful content, and a distinct voice helped the newsletter earn attention in a category people usually avoid.

2.9×

Visitor-to-subscriber conversion

Lead-capture improvements moved organic visitor conversion from 1.2% to 3.5% within six months.

40%

Faster production turnaround

AI-assisted research and editorial workflows handled repetitive work faster, while judgment, fact checking, and voice stayed human.

The short version

I can run the strategy, make the thing, and measure what happened.

Back to case studies ↗