For CPAs, Enrolled Agents, & Tax Attorneys:

Get 30–100+ Exclusive, Pre-Qualified Tax Resolution Prospects Every Month — Try Our AI-Powered System with a 14-Day Risk-Free Trial.

A Done-For-You System to Attract High-Value Tax Resolution Clients ($10K–$100K+ Owed): No DIY, No Shared Leads, and No Expensive Agency Fees.

click below to see how it works

Start Your 14-Day Trial for Just $27, Then $499/mo.

The Problem

The Real Reason Tax Resolution Firms Struggle to Grow.

If you’re like most tax resolution professionals, you already know the hardest part isn’t solving IRS problems.

It’s getting a predictable flow of people who actually need your help to reach out.

Maybe you’ve tried buying leads, only to discover the hard truth:

They’re shared with multiple other firms, already contacted, and already annoyed.

Maybe you’ve tried doing your own marketing…

…but keeping up with ads, funnels, landing pages, automations, and follow-up quickly turns into a second full-time job.

One that steals time away from actually working with clients.

Or maybe you’ve spoken with a few marketing agencies…

…but the $2,000–$5,000 monthly retainers, long-term contracts, and vague “we’ll get you results eventually” promises don’t sit right with you.

Meanwhile, the firms that are growing aren’t grinding, cold calling, or chasing people down.

They have a proven system generating pre-qualified, exclusive prospects every single week.

And without a system like that in place, here’s what happens:

You can’t rely on referrals alone
Your revenue becomes unpredictable
You’re stuck “hoping” people call instead of ensuring they do
You spend more time hunting for clients than working with them
Growth becomes inconsistent or impossible

At some point, every firm hits the same wall.

You simply can’t scale without a predictable, automated way to attract high-value tax resolution cases.

And that’s exactly where our system comes in.

Start Your 14-Day Trial for Just $27, Then $499/mo.

The Solution

The Fastest & Easiest Way to Start Generating Exclusive, High-Value Tax Resolution Prospects and Become the Go-To Firm in Your Market.

What if you could remove all the stress, guesswork, and inconsistent lead flow…

...and replace it with a simple, done-for-you system that brings you exclusive, high-value tax resolution prospects every month?

A system that:

Builds your custom branded landing page
Runs your ads
Pre-qualifies prospects using AI
Books them directly into your calendar
Handles all your follow-up automatically
And gives you a clean dashboard showing every lead in real time

No more DIY.
No more buying shared leads.
No more expensive agencies draining your profits.

Just a streamlined, predictable way to attract people who owe $10K–$100K+ in back taxes...

...and want help now.

This is exactly what our AI-Powered Client Generation System was built for.

It becomes your firm’s client-getting machine...

...running behind the scenes, 24/7, bringing you the exact kinds of cases you want.

And the best part?

You don’t need to hop on a “discovery” call just to find out the price or see if it works for you.

You can get started today for just $27 with our 14-Day Trial.

This lets you experience the system firsthand before committing.

See the funnel we build for you, watch leads start coming in, and know exactly how everything works before moving fowards.

Attract high-value prospects who already trust you: Stop chasing cold, unqualified leads. Our system warms them up before they ever reach your calendar.

Close more cases with less effort: When prospects understand your process, pricing, and credibility upfront, sales feel natural and friction-free.

Dominate your local market with exclusive inbound demand: You’re the only tax resolution firm these prospects see — no shared leads, no competition, no race to the bottom.

Launch your entire system in just 7 days: We build your funnel, ads, follow-up, and automation for you — so you start generating exclusive, pre-qualified prospects immediately.

Start Your 14-Day Trial for Just $27, Then $499/mo.

Our Process

How Our Done-For-You System Works in 3 Easy Steps.

Start Your Trial & Onboarding

Sign up for your 14-day risk-free trial and schedule your onboarding call. We gather your firm’s info, set expectations, and get you setup on our NewClients.io software.

We Build & Launch Your System

Your branded funnel goes live, Meta ads are launched, and automated email/SMS follow-ups are set up — all done-for-you.

Start Getting High-Value Prospects

Watch exclusive, pre-qualified tax resolution prospects ($10K–$100K+ owed) arrive on your calendar. Focus on closing, not chasing.

Start Your 14-Day Trial for Just $27, Then $499/mo.

The Difference

The Old Way vs The New Way.

(The old, slow & hard way)

how 98% of tax resolution firms work

You feel stuck doing all the marketing yourself
Leads are inconsistent and unpredictable
You pay high agency fees or freelancers with mixed results
You feel unsure if your marketing is even compliant
You chase shared or low-quality leads
You constantly fight objections from unqualified prospects
You get frustrated when leads ghost you or don’t show up

(2025 MODEL)

Our AI-Powered Client Generation System

We build your custom landing page and funnel for you
Ads are fully managed, optimized, and compliant
Only pre-qualified, high-value leads reach your calendar
Automated email/SMS follow-ups
You focus on closing, not chasing
You pick the clients you work with
Stress-free and predictable lead generation

Stop Chasing Leads. Start Closing Cases.

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

Start Your 14-Day Trial for Just $27, Then $499/mo.

Our offer

The All-In-One System Built to Grow Your Firm.

Here's what you get:

Custom High-Converting Sales Funnel
Build a fully automated lead capture system that works while you focus on closing.
Fully Managed Meta Ads Campaign
Reach high-value prospects without touching Ads Manager or guessing your targeting.
Automated Email & SMS Nurture
Follow up, remind, and re-engage leads effortlessly — turning interest into booked appointments.
Low-Ticket Offer for Smaller Cases
Capture revenue from prospects who owe less than $10K without extra work.
White-Glove Onboarding & System Setup
We handle everything with you live on a 1:1 onboarding call — domain connection, Meta asset access, and calendar/email integration.
Private Slack Channel for Fast Support
You get a dedicated private Slack channel for direct access to our team, ensuring quick answers, fast updates, and smooth communication.

Normal Price: ~~$499/mo~~

Today Just $27.

"The system paid for itself in the first week!"

"Super simple to use. We had qualified leads on our books almost immediately." - John R.

Case Studies

Results from Clients.

Client Business: CPA/Tax Strategy Firm

CASE STUDY: 24 Pre-Qualified Appointments Booked in Month 1.

Problem: Like many CPAs, tax advisors, and financial service providers, this client was heavily reliant on referrals, leading to unpredictable growth. They came to us to help grow the tax advisory side of their business.

Results: After implementing our AI-powered growth system, they generated 24 pre-qualified appointments with business owners in just the first month. The result? 7 new high-paying tax planning clients who also cross-sold into their other accounting and bookkeeping services.

Before working with us, this client exclusively handled calls with warm referrals—prospects who already knew, liked, and trusted them. Moving forward, we’ve implemented our cold traffic sales process to help them double their close rate, resulting in more clients and increased profit.

Client Business: Bookkeeping Firm

CASE STUDY: 21 Pre-Qualified Appointments Booked in 44 Days.

Problem: This client had a dry pipeline and was booking virtually no new appointments. Like many financial professionals, they relied on the occasional referral and had no predictable system to bring in new clients.

They came to us to fix this, not wanting to spend time figuring out marketing themselves, and instead wanted to partner with our team to install our system that consistently delivered qualified leads.

Results: In under 7 days, we set up and launched their AI-powered growth system. Within the first 44 days of launching, their calendar was filled with 21 pre-qualified appointments from small business owners actively seeking bookkeeping support.

Now, they have their own AI-powered client generation system that books them consistent appointments with prospects matching their ideal client profile. Everything is done for them — all they need to do is show up and take pre-qualified sales calls.

Client Business: Accounting/Tax Firm

CASE STUDY: 12 Pre-Qualified Appointments Booked in 4 Weeks.

Problem: This client was relying entirely on referrals and word of mouth. While they had hundreds of once-a-year tax preparation clients, they wanted to create more predictable, recurring revenue by signing year-long tax strategy clients—specifically established business owners.

Results: After we installed our AI-powered client generation system, their calendar started filling with pre-qualified appointments from business owners who matched their ideal client profile. Despite the client’s limited availability for sales calls, they booked 12 qualified appointments in just 4 weeks and closed 3 new tax strategy clients during that time.

They now have an automated and predictable source of new clients for their firm. The system runs in the background, booking qualified prospects directly to their calendar. The client was so pleased with the results that they’re now expanding to launch a second funnel focused on acquiring new bookkeeping clients.

Client Business: CPA/Tax Strategy Firm

CASE STUDY: 12 Pre-Qualified Appointments in 7 Days.

Problem: This client relied on warm referrals and time-consuming LinkedIn outreach to sign new clients. They wanted a system that brought qualified leads directly to them without paying a hefty monthly retainer to a marketing agency.

Solution: Within 7 days of our AI-powered growth system going live, they booked 12 pre-qualified appointments onto their calendar with established business owners who had significant tax liabilities.

Instead of spending countless hours sending LinkedIn messages and chasing prospects for a meeting, they now have an automated inbound growth system that delivers appointments with their ideal clients.

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 AI-powered client acquisition system that includes:

A custom high-converting tax resolution funnel

Automated email/SMS follow-up

Meta ads built for your niche

Lead delivery + tracking

Appointment-setting automations

Ongoing campaign optimization

Everything you need to consistently generate pre-qualified prospects.

What’s the catch? Why only $27?

The online space is full of “gurus” and marketing agencies who overpromise and underdeliver. We're the opposite. The $27 simply filters out the freebie-seekers so we can work with people who are serious enough to take action and solve their client acquisition once and for all.

And honestly, the best marketing I can do is to show you firsthand our system in action, 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.

How fast can I get started?

Immediately. After signing up, you’ll fill out onboarding questions, and we start building right away.

What additional fees are there?

Great question. Aside from the $27, you have costs such as:

Ad spend: Our recommendation is at least $20-$50/day (you choose the budget)

Email/SMS credits: typically $X depending on volume

Local phone number for automated texting: $X/month

Ad spend is a direct platform cost with Meta and not charged by us.

Who is this for?

This is for tax pros, EAs, CPAs, tax attorneys, and firm owners who want a predictable way to attract high-value tax resolution prospects every month without cold calling, chasing leads, or relying on referrals.

What does the onboarding process look like?

Super simple:

1. Fill out a short intake questionnaire

2. Send us any branding or assets (optional)

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, share screenshots, ask questions, or request changes, and 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 the prospect, we handle the tech and automation for you.

Ready to finally have a system that gets you Exclusive, high-value tax resolution prospects on auto-pilot?