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Moffa Tax Law

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Notes & Documents

Moffa | Docs

Moffa | Docs
**Brand Strategy Guide:** \[[LINK](https://docs.google.com/document/d/10KbdrgTydByVc3_5oRF4IEy-YO95IkFg/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true)\] **Onboarding Questionnaire:** \[[LINK](https://docs.google.com/document/d/1kNBxG0L8E7TUD00wrFIGsKus9ySJoA7u/edit?usp=sharing&ouid=113588549858954450631&rtpof=true&sd=true)\] **Website & Account Access:** \[[LINK TO ACCESS FORM](https://docs.google.com/spreadsheets/d/1ijHkwxnkGyxgTk-MR5Q_9RrWcs4NhDBNgBFcCkVc5eY/edit?usp=sharing)\] A few other things we discussed that would be helpful for you to send over: * Your current Moffa Tax Law logo/Canva logo so our design team can use it as a starting reference. * Any SEO or content protocols you’ve been following that you feel have been working well. * Any notes or information you have about existing website content that may be difficult for us to find, especially the Moffa Tax Law Library, industry guides, statutes/rules, and newsletter/blog content. * Any additional industry guides or content you have that you want included on the new website but haven't uploaded yet. You were also going to look into the Florida Bar requirements around using **Moffa Tax Law** versus **Moffa, Sutton & Denney, P.A.**, including whether a DBA would be needed. Once you have some clarity there, please send that our way so we can make sure we're building the branding correctly from the start. On our end, we’re moving forward with the website and logo work, and Jay is looking into options for a professional toll-free/vanity number. Our goal is still to move quickly and have the new website ready by the end of September. Once we have the first design ready to review, I’ll reach out and get a meeting on the calendar. and here is the recording - its just the audio - i am trying to find the video on zoom
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Moffa | Performance Meetings

Moffa | Performance Meetings
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Kick-Off Meeting | 8-25-26
[ docs.google.com https://docs.google.com/document/d/1SKk4Iean5lQ-\_ryWyRGWuRYNw73uHedT\_Y2Vwdgg6XU/edit?usp=sharing ](https://docs.google.com/document/d/1SKk4Iean5lQ-_ryWyRGWuRYNw73uHedT_Y2Vwdgg6XU/edit?usp=sharing) [ docs.google.com https://docs.google.com/presentation/d/1wssnUuYKRI1opln\_jVRUyQvflsOtMO3c92re-qfHV80/edit?usp=sharing ](https://docs.google.com/presentation/d/1wssnUuYKRI1opln_jVRUyQvflsOtMO3c92re-qfHV80/edit?usp=sharing)

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Moffa | New Website Build 1 tasks

TaskStatusAssigneeDue
New Website Build to do Carlos Arias 2026-09-22