Done-For-You Sales Services that Launch Tax Practices
The list, the campaign, the whole acquisition system: built with AI and handed to you ready to run, sold as productized services so you know exactly what you're buying and exactly what it costs.
One launch. Three stages. Pick your altitude.
Every stage is built with AI and includes the one below it. Start where you are, and take VLP as far up as you want to go. Built and run by a licensed Enrolled Agent who has actually run a tax practice, so the right clients hear the right message.
Stage 1: Pre-Flight
Launch List Build. A ranked, ready-to-work list of your ideal tax clients.
Stage 2: Ignition
Outreach Campaign Build. A complete outreach campaign, built and handed to you ready to send.
Stage 3: Mission Control
Done-For-You Growth System. Your entire AI-built acquisition system, installed and yours.
Every stage includes the one below it.
Ignition
A complete outreach campaign, built and handed to you ready to send.
Learn More →Mission Control
Your entire AI-built acquisition system, installed and yours.
Learn More →The systems that keep the mission running.
If your firm is still running on memory and scattered tools, the pipeline won't matter. These two installations build the ground infrastructure your practice needs before — or right after — you launch.
Tax Prep Pro (TPP)
Complete tax-prep operating system installed in your firm in 30 days. Intake to engagement to documents to prep to review to close — one integrated workflow you own.
Learn more about TPP →Tax Monitor Pro (TMP)
Complete IRS monitoring and notice-response system installed in 30 days. Proactive transcript monitoring + notice taxonomy + response operating system. Stop reacting to IRS notices — start anticipating them.
Learn more about TMP →Let's plot your trajectory.
We use the call to identify exactly what's keeping your practice on the pad, whether that is no list, no campaign, or no system, and map the shortest path to liftoff. No pressure. If we're not the right fit, we'll tell you.