Dr. Refund

Branding, Copywriting & Collateral Design

Dr. Refund is a Sarasota-based tax-services practice that sought a brand identity refresh to communicate both professionalism and approachability.

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The goal: show clients that even something as technical as tax help can be friendly, personal, and maybe even a little fun.

Working alongside the internal team, we developed a visual and verbal brand system that leans into playfulness while preserving credibility. Colors, typography, and tone were chosen to strike that balance: professional enough to be trusted, accessible enough to feel welcoming.

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The copywriting reflected that same voice—warm, confident, and lightly humorous—reinforcing the message that tax services don’t need to feel intimidating.

The result is a brand that positions Dr. Refund as the expert who also makes tax time less stressful. A blend of years of expertise and a “we’ve-got-you” attitude, the new identity invites clients in, rather than pushing them away.

Client-facing Copywriting document

 
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