Tax firm client acquisition calculator
Put in your fee, your close rate and your target. See how many booked consultations, how much ad spend and what cost per client it takes to get there.
What it takes
A real example: one tax resolution campaign
What an owner-led tax resolution firm's first campaign with us produced in its first 23 days, straight from its Meta Ads Manager (12 October to 3 November 2026).
One campaign for one firm, not a typical or promised result. Costs depend on your market, offer, season and how well calls are qualified. Show rate and close rate were not part of the published figures, so the calculator keeps your own. See the full case study.
How the maths works
Every new client starts as a booked consultation. Booked calls needed = target clients ÷ (show rate × close rate). Ad spend = booked calls × cost per booked call. Ad cost per client = cost per booked call ÷ (show rate × close rate). Small changes to show rate and close rate move the cost per client more than most firms expect, which is why we qualify people before they reach your calendar and confirm every booking.
For the wider picture of how many taxpayers need help, see our tax resolution statistics, and for what one campaign produced, the published case study.
Questions
How many consultations does a tax firm need to book to win one client?
Divide one by your show rate multiplied by your close rate. At a 70% show rate and a 30% close rate, roughly 4.8 booked consultations produce one new client.
What is a good cost per booked consultation for a tax firm?
It depends on the market, the offer and how well the ads and landing page qualify people. Use your own numbers where you have them; the calculator shows how cost per booked call flows through to cost per client.
Should I track cost per lead or cost per booked call?
Cost per booked call, and then cost per signed client. A cheap lead that never books is not cheap, and a booked call that never shows costs you staff time.
Want these numbers for your market?
On an intro call we look at your fees, close rate and capacity, and what competing firms near you are running.