AEO and SEO for tax advisers: how to organise consultation information

Start with the questions clients search for

Collect questions people ask before making an enquiry, such as ‘What consultation do I need before arranging business bookkeeping?’ or ‘What should I prepare before a consultation about incorporating my business?’ Choose page topics that match the work your practice actually handles.

Align practice, staff and service information

Compare your practice name, address and contact details across the website and public profiles. Your practice checks that staff introductions and service descriptions reflect current operations, then corrects old addresses or discontinued services.

Connect questions to consultation guidance

Link answer pages to a consultation guide. Include the topics available for consultation, how consultations work, a preparation checklist confirmed by your practice and a way to enquire. Direct clients to the submission method your practice specifies for sensitive tax documents.

Separate drafting from tax-content review

Entity Clinic handles question planning, drafting and checks on whether search engines can access the content. Your practice’s designated reviewer checks tax explanations and consultation scope before publication, with the actual reviewer and review date shown. Revisit the page when its information changes.

Measure visibility and enquiries separately

Record the periods and measurement conditions before and after changes, then compare the indicators below. Search rankings and AI citations are not guaranteed, and changes in the figures alone do not establish what caused an increase in enquiries.

• Search: impressions and clicks in Search Console. Traffic from Google’s AI features is also included in the Web search totals.
• AI: record the questions, model, language and run date, then count practice-name mentions and source links separately against the total number of responses.
• Enquiries: count consultation-page visits and completed enquiries separately.