
Done-For-You Sales Services that Launch Tax Practices
List, outreach, follow-up, closing — a complete launch engine for your tax practice, sold as productized services so you know exactly what you're buying and exactly what it costs.
Build your stack. Clear the pad. Launch.
Most tax practices stall on the pad — no list, no outreach, no follow-up, or no close. We've built one service for each. Fix what's grounding you, stack what you need, skip what you don't.
Stage 1 — Lead Generation Sprint
list of 500 verified leads (14 days)
Stage 2 — Cold Outreach Campaign
4-week multi-touch outreach to that list
Stage 3 — Closer Service
We close the meetings (ongoing)
Stage 4 — Warm Follow-Up
re-engages your dormant pipeline (6 weeks)
One service for each stage of the launch.
Lead Generation Sprint
500 verified leads in your target tax niche, delivered as a CSV.
Learn More →Cold Outreach Campaign
Multi-touch cold outreach to up to 500 contacts you provide.
Learn More →Closer / Sales Representative
We personally close up to 20 discovery calls per month.
Learn More →Warm Follow-Up Campaign
Re-engages dormant pipeline using EA-written messaging.
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 — no list, no outreach, no follow-up, or no close — and map the shortest path to liftoff. No pressure. If we're not the right fit, we'll tell you.