Planning and advisory work lives or dies on screening. The right agency finds business owners, investors and high earners with enough tax to save, and keeps return-preparation price shoppers away. Choose by niche, screening and whether you want booked consultations or just visibility.
We are on this list, so weigh our entry accordingly. Competitor details come from their own sites or public summaries, checked November 2026.
| Provider | Best for | Published pricing |
|---|---|---|
| We Scale Tax Firms | Planning and CPA firms wanting fee-qualified consultations from paid ads | Fixed fee quoted after a call; ad spend paid to platforms |
| Timmermann Group | Planning-first firms wanting a full-service agency | Not published |
| TaxProMarketer | Small CPA and EA practices wanting a tax-only agency | $397/mo to $10K/mo; $997 website setup |
| CO Consulting | Firms that want senior strategy before execution | Scoped after a call |
| GetMarKo | Solo preparers wanting low-cost social media | Social media $850 to $1,250/mo |
| Build Your Firm | Small practices needing a website and content | From $95/mo |
1. We Scale Tax Firms
We run niche-led campaigns for tax planning and CPA firms: offers built around a specific client type, forms that screen on income or profit, follow-up and booking. Every enquiry is exclusive. We are not the right choice if you only want brand awareness or a website.
2. Timmermann Group
A St Louis full-service agency with a tax planning practice area, suited to planning-first firms with advisory clients. Pricing is not published.
3. TaxProMarketer
A tax-only agency with clear entry pricing. Good for small practices building a web presence and running basic ads. See TaxProMarketer alternatives.
4. CO Consulting
A strategist-led consultancy that publishes its own agency comparisons. Suited to firms that want positioning and a plan before hiring execution.
5. GetMarKo
Low-cost social media management and booking automation for solo preparers. Visibility rather than planning-client acquisition.
6. Build Your Firm
Low-cost websites and content for small practices. A foundation, not a client acquisition system.
What to ask any agency
- Which niche will you target first, and why?
- How do you screen out people who cannot afford planning?
- Who owns the ad accounts, creative and data?
- What do you report weekly: leads, or qualified consultations and signed clients?
For the full approach, read how to get tax planning clients who can afford planning.
Questions
How do tax planning firms get clients?
Most planning firms win clients by picking a niche (business owners, real estate investors or high earners), making a specific offer such as a tax savings review, and screening enquiries on income or profit before booking. Paid social and referrals from existing clients are the fastest channels.
How much does a tax planning marketing agency cost?
Published prices range from under $1,000 a month for social media management to several thousand a month for full-service agencies, plus ad spend. Many full-service agencies do not publish pricing.
What matters most when choosing a tax planning marketing agency?
Whether it can screen enquiries on income or business profit. Planning fees only work for clients with enough tax to save, so the agency must keep price shoppers and return-preparation enquiries off your calendar.
Want these numbers for your own firm? Book a strategy call and we will walk through your lead sources, intake and cost per retained case.