Tax season is brutal. You're booked solid for 3 months, then crickets for 9 months. Prospects start researching in November. They make decisions in January–March. If you're not visible and top-of-mind during that window, they book someone else.
Tax season is chaos. Off-season is empty. You either hire seasonal staff or turn away business.
Couples and business owners search "tax preparer near me" in January. If you don't rank or you're not in their inbox, they'll book whoever appears first.
A client files taxes, gets a refund, disappears. They don't stay in your pipeline. Next year, they might use someone else.
A CPA who specializes in freelancers or small ecommerce businesses will always win over a generalist.
We create content timed to tax season: "What to gather before January 1," "Tax deductions you're missing," "Self-employment tax deadlines." This ranks for intent-driven searches and builds a pipeline 3 months early.
We generate prospects in the off-season (when CPAs aren't paying attention) and nurture them until tax season. By January, your email list is warm and ready.
Automated reminders for quarterly taxes, payroll deadlines, year-end planning. These keep you top-of-mind and position you as the proactive advisor, not just the tax-filer.
Generic tax prep is commoditized. Specialized tax prep is premium. We help you identify and market to a specific niche: freelancers, small business owners, ecommerce, real estate investors.
Need leads? Add packages from $19/mo (~10–15 qualified leads/month). See all options →