For CPAs, Enrolled Agents, & Tax Attorneys:

Get 30–100+ Exclusive, Pre-Qualified Tax Resolution Prospects Every Month ($10K–$50K+ Owed) Using Our AI-Powered Client Generation System...

No Shared Leads, Cold Outreach, Setup Fees, or Expensive Retainers. Become the Go-To Tax Resolution Firm in Your Market.

Step 1 of 2: Watch This Video for Details & Pricing

Step 2 of 2: Complete This Quick Questionnaire

Let’s see if you’re a good fit for our AI-Powered Client Generation System — built for CPAs, EAs, and Tax Attorneys who offer Tax Resolution Services.

Real Results. Real Growth.

Results from Clients👇

Client Business: CPA/Tax Strategy Firm

CASE STUDY: 24 Pre-Qualified Appointments Booked in Month 1

Problem: Like many CPAs, tax advisors, and financial service providers, this client was heavily reliant on referrals, leading to unpredictable growth. They came to us to help grow the tax advisory side of their business.

Results: After implementing our AI-powered growth system, they generated 24 pre-qualified appointments with business owners in just the first month. The result? 7 new high-paying tax planning clients who also cross-sold into their other accounting and bookkeeping services.

Before working with us, this client exclusively handled calls with warm referrals—prospects who already knew, liked, and trusted them. Moving forward, we’ve implemented our cold traffic sales process to help them double their close rate, resulting in more clients and increased profit.

Client Business: Bookkeeping Firm

CASE STUDY: 21 Pre-Qualified Appointments Booked in 44 Days

Problem: This client had a dry pipeline and was booking virtually no new appointments. Like many financial professionals, they relied on the occasional referral and had no predictable system to bring in new clients.

They came to us to fix this, not wanting to spend time figuring out marketing themselves, and instead wanted to partner with our team to install our system that consistently delivered qualified leads.

Results: In under 7 days, we set up and launched their AI-powered growth system. Within the first 44 days of launching, their calendar was filled with 21 pre-qualified appointments from small business owners actively seeking bookkeeping support.

Now, they have their own AI-powered client generation system that books them consistent appointments with prospects matching their ideal client profile. Everything is done for them — all they need to do is show up and take pre-qualified sales calls.

Client Business: Accounting/Tax Firm

CASE STUDY: 12 Pre-Qualified Appointments Booked in 4 Weeks

Problem: This client was relying entirely on referrals and word of mouth. While they had hundreds of once-a-year tax preparation clients, they wanted to create more predictable, recurring revenue by signing year-long tax strategy clients—specifically established business owners.

Results: After we installed our AI-powered client generation system, their calendar started filling with pre-qualified appointments from business owners who matched their ideal client profile. Despite the client’s limited availability for sales calls, they booked 12 qualified appointments in just 4 weeks and closed 3 new tax strategy clients during that time.

They now have an automated and predictable source of new clients for their firm. The system runs in the background, booking qualified prospects directly to their calendar. The client was so pleased with the results that they’re now expanding to launch a second funnel focused on acquiring new bookkeeping clients.

Client Business: CPA/Tax Strategy Firm

CASE STUDY: 12 Pre-Qualified Appointments in 7 Days

Problem: This client relied on warm referrals and time-consuming LinkedIn outreach to sign new clients. They wanted a system that brought qualified leads directly to them without paying a hefty monthly retainer to a marketing agency.

Solution: Within 7 days of our AI-powered growth system going live, they booked 12 pre-qualified appointments onto their calendar with established business owners who had significant tax liabilities.

Instead of spending countless hours sending LinkedIn messages and chasing prospects for a meeting, they now have an automated inbound growth system that delivers appointments with their ideal clients.