Results, reported the way a tax professional would want them
Campaign numbers with their context: what was spent, what it produced and what it took. Every client stays anonymous, and we make no revenue claims we cannot stand behind.
A national tax resolution firm
One of the largest resolution firms in the US, with attorneys, CPAs and case managers handling audits, levies, liens, garnishments, offers in compromise and tax court for clients nationwide.
For a firm of this size the challenge is not awareness. It is consistent, qualified volume an intake team can work at speed, without the waste of broad tax relief advertising.
What we are building
- Market audit of competing national resolution advertisers
- Compliant creative featuring the firm's own professionals
- Qualification on balance, notice type and enforcement stage
- Weekly reporting through to retained case
We do not name clients. Firm details are kept general to protect their confidentiality.
Firms of every size, kept confidential

National resolution firms
Large in-house intake teams that need consistent, qualified volume across many states.

Planning and advisory practices
Small, senior teams selling high-value engagements to owners and investors.

Enrolled agent and CPA practices
Owner-led firms ready to grow beyond referrals for the first time.
What our clients say
Reviews from the firms and tax professionals we work with.
I love using this product and this…
I love using this product and this group. Their marketing coaching and support has really made a difference in my business sales!
Great at gaining more clients for my business!
As a tax agent, I wanted help bringing in more clients, and We Scale Tax Firms delivered. Whenever I had a question, they were happy to hop on a call. Every week they sent a data sheet showing what was working and what wasn't, so I always knew where I stood. They also steered me toward the approaches that actually brought in more sales. I’ve very happily signed up for another 3 months as the buisness growth has been amazing for me and my team.
We Scale Tax Firms has been very helpful in…
We Scale Tax Firms has been very helpful in identifying our target audience. Elliott and his team communicate well and are honest. That’s the biggest thing with them. When things don’t seem to be working as expected, they acknowledge an adjustment needs to be made and we work on it together. We had to tweak the form on one of our funnels and some messaging on the ads to attract more qualified leads. So far, we’ve had several booked calls and we’re on the path to profitability with the investment. This hasn’t been a quick process, but one that will last when we get things rolling on all cylinders. Overall, these guys are fair and honest and do good work.
Really please with We Scale Tax Firms
Really pleased with We Scale Tax Firms. What stands out most is that they actually listen, they take the time to understand your business and your customers, then make adjustments based on feedback rather than just pushing out a first draft. That collaborative approach has made a real difference in getting ads that genuinely land with the right audience and get them booking in. Would recommend.
After trying multiple marketing firms…
After trying multiple marketing firms with crazy promises and awful results, I am so beyond happy to have found a true partner. I was referred to them by someone else who was having immense success, and it didn’t take too long for them to blow away expectations. Really nice guys, very responsive and really good at what they do.
Elliott and his team are GOLD
Elliott and his team are nothing short of EXACTLY what you need. As a firm owner, We Scale Tax firms helped me with everything I needed to get into place. They’re quick, responsive, and very helpful. My business has grown significantly due to them.
Would absolutely recommend to anybody looking to grow their agency outside of just referrals and word of mouth, 10/10 will absolutely continue working with.
These guys are incredible
These guys are incredible. The results are phenomenal. They provide real attention and care to the campaigns. If you want to blow your business up, work with these guys!
Working with We Scale Tax Firms...
Working with We Scale Tax Firms has been a game changer for us. In just six months, they helped us grow to $30K MRR, and the biggest difference has been the clarity and structure they brought to the business.
They didn’t just give us generic advice. They helped us tighten up our offer, improve our sales process, focus on the right things, and actually execute. Whenever we hit a roadblock, they were there to help us work through it and figure out the next move.
If you’re serious about growing your tax firm and want people in your corner who actually understand what it takes to scale, I’d highly recommend these guys. The results speak for themselves.
Honestly didn't expect much going in.
Honestly didn’t expect much going in. I’ve paid a few marketing agencies before and every one of them overpromised and left me with nothing to show for it. A mate of mine was doing really well with these guys so I gave them a shot, and they’ve been brilliant. They set good expectations, they always get back to me fast, and they’re just genuinely good people. Glad I made the switch.
Great marketing team who gives amazing support across the pond!
The team has been prompt and responsive, helping to adjust my marketing plan as I go through starting up and accepting clients. The time zone difference between the UK and US has not been an impediment to their great service. It's been exciting to see my business and email list grow over just six weeks of advertisements. And the attention to cost per qualified lead is also really appreciated. Marketing has never been in my wheelhouse, and I am so glad to have found someone trustworthy and productive to help me in this area.
The team has been delivering...
The team has been delivering on more than I thought they would, and they’ve been helping me every step of the way. Not only from building my case flow, but also focusing on the revenue they bring me. These guys know their stuff and it’s been great working with them.
Reviews are from real clients and reflect their own experience. They are not a promise of the same results. Firm names are withheld to keep client relationships confidential.
How we measure
Cost per qualified consultation
Ad spend divided by consultations that met your written rules. The number our targets are set on.
Show rate
The share of booked consultations that attend. Reminders and setter calls move it.
Cost per signed client
Depends on your close rate as much as our work, so we report it with that context.
Sales cycle
Resolution signs in days, planning in weeks. We report on the right timeline.
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.