# Primary Tax Services — Website Drafts (Handoff) Two complete, ready-to-open homepage drafts for **Primary Tax Service, LLC** (Marybell Canales, Montclair, CA), plus the earlier concept and the source brief. > **These are DRAFTS.** Copy is unapproved and several details are placeholders. Nothing about Marybell's licensing, credentials, experience, or service scope has been verified — every unverified item is marked in the page with a dashed **"confirm"** tag. Do not publish until Marybell reviews. ## Files | File | What it is | |---|---| | `primary-tax-services-green-brass.html` | **Direction A** — deep green + antique brass. Warm, heritage, "trusted family steward." | | `primary-tax-services-red-white-blue.html` | **Direction B** — navy + Old Glory red + white. Civic, official, "established American tax office." | | `manifest.webmanifest` | PWA/app metadata for the red/white/blue direction. | | `sw.js` | Service worker for offline caching once the site is hosted over HTTPS. | | `offline.html` | Offline fallback screen. | | `icons/` | App icon PNGs for home-screen install. | | `concept-keystone.jsx` | Earlier exploratory concept (a generic wealth-lifecycle firm, made *before* the brief). React component — needs a React + Tailwind + lucide-react setup to render. **Not** Primary Tax Services; included only for reference. | | `reference/business-brief.md` | The discovery brief (your own file, included so this folder is self-contained). | Both HTML files are **single, self-contained pages** — all CSS and JS inline, no build step. The only external dependency is Google Fonts over CDN (falls back to system fonts offline). ## App / PWA layer The red/white/blue direction has been upgraded into a closer app prototype: - tabbed single-page app navigation - dedicated `App` view with mobile quick actions - safe no-document intake flow - digital security stabilization view - mobile bottom navigation - home-screen app metadata and icons - offline shell support through `sw.js` Important: full PWA install/offline behavior requires the site to be served over **HTTPS** on the final domain. A local `http://` or Tailscale IP preview can show the app UI, but browsers may block service-worker/offline behavior until the domain has HTTPS. ## Preview Open either `.html` directly in a browser, or serve the folder: ```bash cd primary-tax-services-website python3 -m http.server 8000 # then open http://localhost:8000/primary-tax-services-green-brass.html ``` ## The two directions share everything except the look Same structure, same copy, and — importantly — the same **compliance scaffolding**: - **Scope tags on every service:** *We prepare this* (in-house) / *We educate & guide* / *We connect you with a licensed partner*. Trusts is attorney-referral; the page never claims PTS drafts trusts. **These assignments are best-guess defaults — confirm each with Marybell.** - **Education framed as education:** IUL and Prop 19 are plain-language explainers with ⚠️ callouts. **The IUL growth calculator from the first demo was deliberately removed** — an interactive insurance illustration on an unlicensed site is a regulatory liability; illustrations must come from a licensed professional. - **Safe intake wizard:** collects only name, contact, topic, urgency + a consent checkbox — **no SSNs, no documents** — and just opens a pre-filled email (`mailto:`). No data is stored anywhere. Production needs real form handling + a reviewed privacy/consent policy (and TCPA-compliant language if you ever text clients). - **Footer disclaimer** covering tax / legal / insurance / investment + training. ## Confirmed facts used (everything else is a placeholder) - Business: **Primary Tax Service, LLC** · Owner / managing member: **Marybell Canales** - Office: **4707 Holt Blvd, Montclair, CA 91763** - Phone: **(626) 260-1483** · Email: **marybell@primarytaxservice.com** - Instagram: **@primary_tax_services** · Domain: **primarytaxservice.com** ## Flags - **Name spelling:** used "Marybell" (matches her email address). Public records / your chats also show *Maribel / Marybel* — confirm; it's a one-word swap throughout. - **Broken homepage:** primarytaxservice.com currently 404s while interior pages are indexed. These drafts fix that. "Book appointment" points at the existing `/book-tax-appointment` page — **verify that page actually works.** ## To make it publishable — needed from Marybell 1. **Credentials / licenses** (the biggest blocker): PTIN / CTEC / EA / CPA for tax; insurance license + carrier appointments; any RIA / broker-dealer; attorney partner for trusts; real-estate license or referral partner. 2. **In-house vs. referral** for each of the seven service areas. 3. **Who the client actually is** (audience, income range, languages served). 4. **Brand assets** — logo, colors, fonts, photos (these drafts use placeholders). 5. Office hours, approved testimonials, team bios, and the required disclosures / license numbers for the footer. ## Notes for Codex - **Navigation model:** these are single-page **tabbed** sites, not long scrollers. Each section is a `.view` (`#v-home`, `#v-services`, `#v-learn`, `#v-training`, `#v-start`, `#v-contact`); only one is `.active` at a time. Any element with a `data-view="..."` attribute switches to that view via `switchView()`, which jumps to the top and plays a page-in animation (so it feels like flipping pages, not scrolling). The hero "folder" flips between topic faces in place (`data-topic`), and the Services filter chips show/hide cards. The URL hash tracks the current view, so back/forward and direct links work. - Single-file by design for portability. If you want to match the existing `index.html` + `styles.css` prototype structure, the inline `