For CPAs, Enrolled Agents, & Tax Attorneys:

We'll send you Exclusive, Pre-Qualified Tax Resolution Cases. No Ad spend. no monthly fees. Pay Only for Qualified Prospects.

Receive High-Value tax resolution Prospects ($10K–$100K+ Owed) delivered directly to your CRM, inbox, and phone. We Qualify Them, You Close Them.

Trusted by 100+ Financial Service Businesses

Start Your Application to See How It Works

Results from Clients👇

Case Study: Kentucky

24 Pre-Qualified Appointments Booked in the First 33 Days

The Challenge: This CPA firm was relying entirely on referrals/word of mouth and had no predictable way to bring in new tax resolution clients. Revenue was inconsistent month to month.

The Solution: We took over lead generation entirely — running and managing inbound campaigns, then delivering exclusive, pre-qualified prospects straight to the firm's spreadsheet and phone.

The Result: This client booked 24 ideal client appointments in the first 33 days. This resulted in 5 new tax resolution clients. Limited calendar availability.

"We went from only getting tax representation clients from referrals to having more qualified prospects than we could handle. We're very happy with the results so far." - CPA Firm Owner, Kentucky

Case Study: Texas

$22,950 Generated in 30 Days From Lead Gen System

The Challenge: This tax firm relied on referrals and consistently posted content on social media to generate new clients, but saw little to no return.

The Solution: We took over lead generation entirely — running and managing inbound campaigns, then delivering exclusive, pre-qualified prospects straight to the firm's spreadsheet and phone.

The Result: In their first month, they received 50 qualified leads, had 35 showed appointments, and added $22,950 in revenue.

“We were skeptical since we've worked with other companies before, but Joshua and his team did everything they said they would. We’re now getting a few meetings booked every week. I expected it to be harder to convert the leads, but it’s actually been easier than some of the referrals we receive.” - Enrolled Agent / Tax Firm Owner, Texas

Case Study: California

From Low-Quality Leads to 6 Qualified Appointments Per Week

The Challenge: This tax firm was running ads on Facebook and Instagram, but the leads primarily owed under $10K in back taxes and were unresponsive when the firm attempted to contact them.

The Solution: We took over lead generation entirely — running and managing inbound campaigns, then delivering exclusive, pre-qualified prospects straight to the firm's spreadsheet and phone.

The Result: They are now averaging 6 meetings per week booked directly onto their calendar. Every prospect matches their ideal client criteria, and because the system better educates and warms them up before the call, show and close rates have significantly increased.

“I tried running ads myself and had a team member manage them, but it wasn’t producing the results we wanted. Working with them was a great decision because we can focus on what we do best and leave the marketing to the professionals.” - Tax Firm Owner, California

The Difference

The Old Way vs The New Way.

(The old, slow & hard way)

how 98% of tax resolution firms work

Stuck doing all the marketing yourself
Leads are inconsistent and unpredictable
High agency fees or freelancers with mixed results
Unsure if your marketing is even compliant
Chase shared or low-quality leads
Constantly fight objections from unqualified prospects
Frustrated when leads ghost you or don’t show up

(2026 MODEL)

Our AI-Powered Client Generation System

We build your custom long-form sales funnel for you
Meta ads are fully managed, optimized, and compliant
Only pre-qualified, high-value leads reach your calendar
Automated email/SMS follow-ups
Build your brand and become the go-to firm in your market
Low-ticket offer monetizes unqualified prospects
Stress-free and predictable lead generation

Stop Chasing Leads. Start Closing Cases.

Automate your lead generation and only take high-value clients YOU choose.

Frequently Asked Questions.

Need help or have questions before signing up? Reach us at [email protected]

What exactly is the AI-Powered Client Generation System?

It’s a fully done-for-you advertising system that includes:

1. A custom high-converting long-form sales funnel

2. Fully managed Meta (Facebook & Instagram) advertising

3. Automated email/SMS follow-up and appointment reminder sequences

4. AI Appointment Setter

5. Lead delivery + tracking software

6. Low-ticket offer to monetize unqualified prospects

Everything you need to consistently generate pre-qualified prospects.

Why the $97 trial for the first month?

The online space is full of “gurus” and marketing agencies who overpromise and underdeliver. We're the opposite. The $97 simply filters out the freebie-seekers so we can work with people who are serious enough to take action and solve their client acquisition process once and for all.

And honestly, the best marketing we can do is to show you firsthand our system in action for 30 days, generating you exclusive, high-value tax resolution leads. When you see results from a service provider, you naturally want to stay with them and grow.

Is there a contract or long-term commitment?

We don't hold our clients to long-term contracts. After the 30-day trial, everything is month-to-month. You’re free to continue, pause, or cancel at any time.

How fast can I get started?

As quickly as you’d like. Once you fill out the application and qualify, you can schedule a demo call right away. Most clients have their system built and live within 72 hours of signing up.

Who is this for?

This is for tax pros, EAs, CPAs, tax attorneys, and firm owners who want a predictable way to attract new high-value tax resolution clients every month without cold calling, chasing leads, or relying on referrals. This is for those who want to grow their firm and become the go-to option for tax resolution in their market.

What does the onboarding process look like?

Super simple:

1. Fill out a short intake questionnaire

2. Schedule your 1:1 onboarding call

3. We build your funnel, automations, and ads

4. You approve everything

5. We launch your system + start generating prospects

How do we communicate, and what does support look like?

We use Slack as our central communication hub.

Once you join, we create a private Slack channel just for you. This keeps everything organized, fast, and efficient. You can message us anytime to share results, ask questions, or request changes. We’ll reply directly inside your channel so nothing ever gets lost.

Do I need to be an expert at sales or tech-savvy to use this?

Nope. As long as you can clearly communicate your expertise to pre-qualified prospects who already understand your process and solution, we handle the Meta advertising and all the tech for you.