Planning consultations with owners who can afford the work
For tax planning and advisory practices selling proactive strategy to business owners, real estate investors and high earners. We screen on income and situation, and book them with their prior-year return in hand.
Your business cleared $400k. Your preparer filed it. Nobody planned it. Here is what that usually costs.
Your ideal client does not know they need you yet
A business owner earning $400,000 does not search for tax planning. They assume their preparer has it covered. Most planning firms we meet win nearly every client by referral, which works until it does not, and gives no control over volume.
Marketing here has one job: show the right person, credibly, the gap between what they pay and what a proper plan could change. Then book only the ones who fit.
Four profiles that buy planning
Shaped from live market data and your best existing clients, never guesswork.
Profitable owner-operators
S corps, LLCs and partnerships with strong profit and no proactive plan.
Real estate investors
Rental portfolios, cost segregation questions and upcoming sales.
High-earning professionals
Physicians, consultants and specialists paying top marginal rates.
Owners facing a taxable event
A business sale, exit or property disposal where planning changes the outcome.
Booked with the return in hand, ready to sign
Every planning prospect we book has shared their income band, entity type and last year's tax bill, and has been asked for their return before the call. Your planners spend their time on strategy, not discovery.
A planning pipeline that screens itself
Two creative tracks
An owner and an investor hear the same idea differently. We write for your two strongest client types and let the data choose.
Founder-led video
Short scripts for you or your planners to film, edited to a standard that matches your fees.
A booking flow that qualifies
Income band, entity type, last year's tax bill and a return upload before the calendar opens.
Year-end push
Real December 31 deadlines give owners a factual reason to act. Budget peaks in Q4.
Nurture for long cycles
Planning decisions take weeks. Email and retargeting keep your firm close until the owner is ready.
Reporting by engagement
Consultations, proposals and signed engagements, with fee value tracked through your CRM.
Can paid ads really find planning clients?
Yes, if the targeting and offer are right. Business owners rarely search for tax planning, but they respond to clear, specific explanations of what they are overpaying. The work is in the filtering, so you only meet people at your income floor.
Do prospects send their return before the call?
That is our default for planning firms. Asking for last year's return in the booking flow filters out the curious and lets your planner arrive prepared.
What engagement sizes do your planning clients sell?
From a few thousand dollars to six figures for complex cases, often priced as a share of tax saved. The higher your fee, the more screening we build in.
When is the best time to start?
Late spring through autumn, so campaigns are proven before the year-end window. Starting during prep season works if your planners have capacity.
Meet the owners who should be paying you for planning
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.