Calendar Filled

For tax preparers and small accounting firms

Book consultations with clients who value your fee, not the cheapest return in town.

We build and run a short quiz funnel that qualifies prospects on return complexity, budget and deadline, and shows your fee range before they book, so bargain hunters filter themselves out.

Take the 60-second fit check

Free. No sales pitch in the quiz.

Why your ads bring in tire-kickers

  • Price shoppers call everyone

    A "tax prep near me" lead is often comparing you with five other preparers and a free app.

  • You learn the return is simple after the call

    Contact forms don't tell you whether it's a W-2 return or a business with three K-1s until you've spent time on them.

  • Season compresses every follow-up

    Between January and April, a lead that waits a day for a reply has often already booked someone else.

A quiz that sells before you do

Instead of a bare contact form, prospects answer a few quick questions about their situation. The quiz does three jobs at once:

  1. Educates

    Each question explains why their situation benefits from a professional, so prospects understand what they're paying for.

  2. Qualifies

    It asks about return complexity, budget and deadline, so you know which consultations are worth your time.

  3. Shows a fee range

    Prospects see your fee range up front. The ones who book have already accepted it.

Founding-client offer

We're taking on our first tax practice clients now. Founding clients get 50% off setup in exchange for permission to document their results as a case study.

5 of 5 founding spots left

Take the 60-second fit check

Performance guarantee

Get at least 10 qualified consultation bookings in your first 60 days, or we keep working on your funnel for free until you do. A booking counts as qualified when the prospect has seen your fee range and still chose a time. Requires a minimum ad budget of $1,000/month, paid directly to Meta.

See the system before you buy it

The fit check on this page is the same kind of quiz funnel we'd build for you: one question per screen, a qualification score behind the scenes, a booking calendar at the end and a personalised diagnostic afterwards. Take it and judge the experience for yourself.

Find out if your practice is a fit

Seven quick questions, then pick a time for a short call if it makes sense.

Start the fit check