Predictable case flow for tax firms that do the work properly
We build and run the system that brings your firm qualified consultations every week. Compliant advertising, screening on the numbers that matter, and follow-up within minutes. Your team does what it does best.
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Rated 5 out of 5 by the firms we work with
Read the full reviews“Their marketing coaching and support has really made a difference in my business sales!”
“Every week they sent a data sheet showing what was working and what wasn't, so I always knew where I stood.”
“That collaborative approach has made a real difference in getting ads that genuinely land with the right audience and get them booking in.”
“Really nice guys, very responsive and really good at what they do.”
“When things don’t seem to be working as expected, they acknowledge an adjustment needs to be made and we work on it together.”
“They’re quick, responsive, and very helpful. My business has grown significantly due to them.”
“They provide real attention and care to the campaigns.”
“Working with We Scale Tax Firms has been a game changer for us.”
“They set good expectations, they always get back to me fast, and they’re just genuinely good people.”
“The time zone difference between the UK and US has not been an impediment to their great service.”
“The team has been delivering on more than I thought they would, and they’ve been helping me every step of the way.”
Serious work for people in serious trouble deserves better marketing
Your clients arrive with levies, liens and years of unfiled returns, or with tax bills that should never have been that high. The firms that help them properly are too often outspent and outshouted by those that do not. We exist to change that balance.
The market moved. Most tax firm marketing did not
Demand is up, search is expensive, platform targeting is restricted and well-funded competitors are buying growth. The firms winning now play a different game.
Demand is back
CP14 balance-due notices issued in FY2025, annualised, after the IRS restarted automated collection.
Search got expensive
Cost per click on IRS-debt search terms runs roughly $40 to $90, against national firms with deep budgets.
Targeting got blunt
Meta's fixed age range for financial services ads in the US since January 2025. No lookalikes, no narrow audiences.
Rivals got capital
Of the 30 largest US accounting firms, at least 11 have taken private equity investment.
The firms that grow now reach taxpayers before the search, qualify after the click and answer within minutes. That is the system we build.
One path from ad to booked call
It starts with an offer that stands out. Then every prospect takes the same route, built for your firm. Here is each step, and what the numbers typically look like.
An offer that stands out
The moment someone clicks a tax relief ad, Meta starts showing them dozens of near-identical ones. If your firm looks the same as the rest, people choose on price.
- Different. We find what genuinely sets your firm apart: credentials, process, focus, speed.
- Better. We make it the best and only sensible option for the client you want.
- Explained your way. A clear mechanism for how you solve the problem, put in words nobody else in your market uses.
The result: more people book, and the consultation is easier because they have already chosen you.
Owe the IRS? We can help. Call now.
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Book a 15-minute reviewSettle your tax debt fast. Act today.
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- AdYour professionals on camera, speaking to the problem
- Lead formName and contact, in seconds
- Landing pageWhy your firm, explained differently
- Qualifying questionsDebt, situation, urgency, against your rules
- VideoA short explainer from your team
- Booked callStraight into your calendar
- Confirmation pageWhat to expect, with reminders sent
What happens to every 100 people who view your page
- 23% book a qualified call on their own. That is 23 of every 100.
- +7 to 17% booked by a setter who calls within 1 to 3 minutes. Total: 30 to 40 of every 100.
- The rest are followed up by email, SMS and WhatsApp until they are ready.
How the ads find what works
- 8 videos. 2 scripts, each with 4 different hooks.
- 20 statics. Different angles on the same offer.
- The winners hit the KPIs and get the budget. The rest are cut, and new versions are made in the style of the winners.
A calendar that fills itself, every week of the year
Qualified prospects land in your calendar day by day, each with their situation already answered. You run the consultations, sign the right ones, and the pipeline builds behind you.
- 9:00J. RamirezPayroll tax · $80k
- 9:45T. BrooksUnfiled · 5 yrsSigned
- 10:30A. PatelWage garnishment · $32k
- 11:15M. ChenPlanning · $400k income
- 12:30D. JohnsonPayroll tax · $150k
- 1:45K. NguyenLien · $120k
- 9:00R. OrtizLevy · $62k
- 9:45S. WilliamsUnfiled · 3 yrs
- 10:30L. CarterCP504 · $18k
- 11:15P. DavisLevy · $45kSigned
- 12:30E. MooreBalance · $28k
- 1:45C. LeeBusiness owner · S corp
- 2:30B. AllenPayroll tax · $80kSigned
- 3:15N. ScottUnfiled · 5 yrs
- 9:00G. HillWage garnishment · $32kSigned
- 9:45H. AdamsPlanning · $400k income
- 10:30V. ReedPayroll tax · $150k
- 11:15W. PriceLien · $120k
- 12:30F. GrayLevy · $62k
- 9:00O. HayesUnfiled · 3 yrs
- 9:45Y. KimCP504 · $18k
- 10:30Z. WardLevy · $45k
- 11:15I. RossBalance · $28k
- 12:30U. BellBusiness owner · S corpSigned
- 1:45Q. ColePayroll tax · $80k
- 2:30X. FoxUnfiled · 5 yrs
- 9:00J. LaneWage garnishment · $32k
- 9:45K. ShawPlanning · $400k income
- 10:30M. WoodPayroll tax · $150kSigned
- 11:15T. HuntLien · $120k
Plus 11 more on Thursday and Friday.
Figures are averages across our live campaigns, shown as an example. Your results depend on your offer, market, budget and how quickly enquiries are contacted.
Everything it takes, under one roof
Strategy, creative, media, funnels, intake and reporting. One team accountable for the whole path from first impression to booked consultation.
Market research and strategy
A live audit of what competing firms in your market run today, and a plan to beat it.
Research
Creative and video production
Scripts your professionals film, edited in house into ads that build trust fast.
Creative
Paid media on Meta and Google
Campaigns built for financial services rules, managed daily, judged on signed clients.
Media
Funnels and landing pages
Pages and forms that explain, reassure and qualify before anyone reaches your calendar.
Funnels
Intake and appointment setting
Contact within minutes, situation confirmed, consultation booked with the right person.
Intake
Reporting through to signed client
A written report every week, tracked from first click to retained engagement.
ReportingBuilt around how your firm earns
A resolution case, a planning engagement and an advisory client are bought by different people, at different moments, for different reasons.
Tax resolution firms
Reach taxpayers early, screen on balance and enforcement stage, and get them to your team in minutes.
- Balance and notice screening
- Speed-to-contact built in
- Reporting by retained case
Tax planning and advisory
Show the right people what they are overpaying, then book only those at your income floor.
- Income and entity screening
- Prior-year return before the call
- Year-end planning push
CPA and accounting firms
Fill the advisory calendar in the months your partners have capacity, without the price shoppers.
- Niche-led campaigns
- Off-season pipeline
- Fee-qualified enquiries
Built to stand up to scrutiny
Tax relief advertising has a long record of FTC action. One careless ad can cost a firm its ad account, its reputation or its licence. So compliance is part of the brief, not a check at the end.
- FTC, Circular 230 and state rules applied to every claim
- Correct Meta special ad category from day one
- No government look-alikes, no outcome promises
- You approve every ad and page before it runs
- Promises outcomes no practitioner can promise
- Invents urgency
- Mirrors the language the FTC has sued over
- Specific and factual
- Real credentials, real people
- Urgency only from real deadlines
Planned around the tax year
A resolution firm and a planning firm want opposite things in February. Budgets, offers and messages move with the season, so you buy attention when it converts.
Our planning model, built from IRS notice cycles, filing deadlines and live campaign experience. We tune it to your states, services and capacity.
Your expertise is the advert
Taxpayers and business owners do not trust faceless brands with their money problems. They trust a credentialed person who explains their situation clearly. We write the scripts, coach the filming and edit everything in house.
- Scripts written from live market research
- Filming guide your team can follow in an afternoon
- Edited to a standard that matches your fees
- New creative tested every week
What you can hold us to
Five commitments that shape every engagement, written into how we contract, build and report.
Tax firms only
We do not learn your industry on your budget. Every campaign we run improves the next one for a firm like yours.
Exclusive, never shared
Every enquiry is generated for your firm, under your name, and goes only to you.
Qualified is defined in writing
Before launch we agree what a qualified consultation means for your firm. Our target is set against that definition.
Your accounts, your data
Your ad account, pixel, contacts and footage. Nothing is held back if you leave.
A report every week, from a person
Spend, qualified consultations, cost per consultation, show rate and the one decision we are making next.
How we compare
Most firms we meet have tried at least one of these. Here is the honest difference.
| What matters | We Scale Tax Firms | Lead vendors | Generalist agencies | Hiring in house |
|---|---|---|---|---|
| Enquiries exclusive to your firm | Always | Often resold | Usually | Yes |
| Knows tax resolution and planning | Only tax firms | Lists only | Rarely | Depends on hire |
| Compliance built into creative | Every claim checked | Not their problem | Varies | Depends on hire |
| Qualification to your written rules | In ads, form and call | Volume over fit | Sometimes | If you build it |
| Video and creative production | Scripts, coaching, editing | None | Often extra | Separate hire |
Notes from live campaigns
Practical writing on platforms, regulation and seasons, for owners who want to understand the market they compete in.
Exclusive vs shared tax resolution leads: what you are really buying
Shared leads look cheap until you count the firms calling the same taxpayer. A practical comparison of shared, exclusive and self-generated enquiries for resolution firms.
How to qualify tax resolution leads before they reach your calendar
A practical guide to screening tax resolution enquiries on balance, enforcement stage and fit, so your team spends its time on consultations that can become cases.
Speed to lead in tax resolution: why the first call usually wins
Taxpayers facing IRS enforcement contact several firms at once. How response time affects contact and close rates, and how to build an intake process that answers in minutes.
Who do you work with?
Established US tax firms with a standard of work worth scaling: tax resolution firms, tax planning and advisory practices, and CPA firms growing advisory revenue. Clients range from small enrolled agent practices to some of the largest resolution firms in the country.
What do you actually do?
We build and run the full acquisition system: market research, offer and messaging, compliant ad creative and video, landing pages, qualifying forms, follow-up automation, optional appointment setting and weekly reporting. Your team runs the consultations and does the client work.
Do you guarantee results?
We never promise case outcomes, revenue or tax savings, and nobody advertising for your firm should. What we do put in writing is the appointment target for the engagement and what happens if we fall short of it.
Are the enquiries shared with other firms?
No. We are not a lead vendor. Every enquiry comes from campaigns run in your name, in your ad account, and goes only to you.
How quickly can we be live?
Most firms launch about two weeks after onboarding. The main dependency is filming: the sooner your team records the scripts we write, the sooner we go live.
Who owns the accounts and data?
You do. Campaigns run in your ad account with your pixel. Every contact record and every piece of footage is yours, during and after our work together.
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.