Insights for tax firm owners
Practical notes on marketing a tax firm: platforms, regulation, seasons, intake and what we see working in live campaigns.
Exclusive vs shared tax resolution leads: what you are really buying
Shared leads look cheap until you count the firms calling the same taxpayer. A practical comparison of shared, exclusive and self-generated enquiries for resolution firms.
How to qualify tax resolution leads before they reach your calendar
A practical guide to screening tax resolution enquiries on balance, enforcement stage and fit, so your team spends its time on consultations that can become cases.
Speed to lead in tax resolution: why the first call usually wins
Taxpayers facing IRS enforcement contact several firms at once. How response time affects contact and close rates, and how to build an intake process that answers in minutes.
Meta's Financial Products and Services ad category: what it means for tax firm ads
Since January 2025 Meta has required a special ad category for US financial services ads. Here is what changed, how it affects tax firm targeting and how to build campaigns that still work.
What the FTC's tax relief cases teach legitimate firms about advertising
The FTC has shut down tax relief companies over deceptive advertising. Here are the patterns behind those cases and the practical lessons for legitimate resolution firms.
The tax firm marketing calendar: when to push and when to hold
Resolution, planning and CPA firms need different marketing at different points in the tax year. A month-by-month guide to budgets, offers and capacity.
Let's look at your numbers together
Thirty minutes with a founder. We review your lead sources, fees and intake, then tell you plainly whether we can help and what it would take.