Free Flight Check
A free 13-page diagnostic of where your practice is leaking leads, with a recommended starting stage.
Launch Sequence
One launch. Three stages. Pick your altitude.
Virtual Launch Pro builds your client-acquisition assets with AI and delivers them through a managed SuiteDash project you can track from start to finish. You choose a stage, we build it, and you receive a finished, ready-to-use system. Designed and run by a federally licensed Enrolled Agent who has run a tax practice.
Every hour spent hunting for the next client is an hour not spent on billable work, and in a tax practice those hours are the same scarce hours. So acquisition gets whatever is left over, which in most years is nothing, and the pipeline runs on referrals and whatever walks in during season.
Generic marketing help does not close that gap. It does not know the difference between a bookkeeping cleanup and a representation case, it cannot tell a promising firm from a dead listing, and it writes to a buyer it has never been. What a practice needs is not more advice about marketing. It is the finished asset: the list, the campaign, the system, built and handed over ready to use.
The Launch Sequence
Three ascending stages, each one built with AI and each one including everything below it. Start at the altitude that matches your practice today and climb when you are ready.
Stage 1
Launch List Build
A ranked, ready-to-work list of your ideal tax clients.
$1,500 · 14 days
Read the full stageStage 2
Outreach Campaign Build
A complete outreach campaign, built and handed to you ready to send.
$3,000 · 4 weeks
Read the full stageStage 3
Done-For-You Growth System
Your entire AI-built acquisition system, installed and yours.
$9,500 · 30-day build
Read the full stageEach stage includes everything in the stage below it. One-time and fixed-scope.
| What you get | Start here Pre-Flight $1,500 One-time · 14 days | Scale up Ignition $3,000 One-time · 4 weeks | Flagship Mission Control $9,500 One-time · 30-day build |
|---|---|---|---|
| For you if | You have room for more clients but a blank pipeline. | You have the list but no campaign to work it. | You want a complete acquisition system you own. |
| The list | |||
| 500 verified prospects in your niche, ready-to-import CSV | ✓Included | ✓Included | ✓Included |
| Lead Intelligence Layer · profiling, signals, A/B/C ranking | ✓Included | ✓Included | ✓Included |
| Documented Ideal-Client Profile | ✓Included | ✓Included | ✓Included |
| The campaign | |||
| Multi-touch outreach sequences (email + LinkedIn) | –Not in this stage | ✓Included | ✓Included |
| Messaging in your voice, informed by an Enrolled Agent | –Not in this stage | ✓Included | ✓Included |
| Deliverability setup · domains, warmup, SPF/DKIM/DMARC | –Not in this stage | ✓Included | ✓Included |
| Launch-ready campaign in your tools, with checklist | –Not in this stage | ✓Included | ✓Included |
| The system | |||
| Full platform installed · CRM, booking, portal, email/SMS, Speed-to-Lead | –Not in this stage | –Not in this stage | ✓Included |
| Conversion assets · landing page, lead magnet, nurture | –Not in this stage | –Not in this stage | ✓Included |
| Pipeline and list segmentation set up | –Not in this stage | –Not in this stage | ✓Included |
| Client onboarding system · proposal, engagement letter, scope | –Not in this stage | –Not in this stage | ✓Included |
| Branded reporting dashboard | –Not in this stage | –Not in this stage | ✓Included |
| Full documented handover | –Not in this stage | –Not in this stage | ✓Included |
| Guarantee | |||
| Backed by | If we deliver fewer than 400 usable, verified records, we refund the shortfall. You pay only for what you can use. | Your complete campaign is delivered and validated, or we revise it until it is. | Your system is live and handed to you within 30 days, or we keep working at no extra cost until it is. |
Every stage runs to a fixed schedule, agreed at kickoff.
14 days
4 weeks
30-day build
One-time and fixed-scope. No retainer, no monthly commitment, and no surprise line items.
| Stage | Duration | Investment |
|---|---|---|
| Pre-FlightLaunch List Build | 14 days | $1,500 |
| IgnitionOutreach Campaign Build | 4 weeks | $3,000 |
| Mission ControlDone-For-You Growth System | 30-day build | $9,500 |
Mission Control installs Tax Prep Pro or Tax Monitor Pro (your choice). The build is one-time; ongoing support is optional at $497/month.
Every engagement is one-time and fixed-scope. Each stage includes everything in the stage below it, so moving up later means paying the difference in scope, not starting over.
Built and run by a federally licensed Enrolled Agent. 1,200-plus filings, 540-plus clients, 42 states. We know the clients you want, because we have served them ourselves.
Your engagement runs as a SuiteDash project. You get a login, watch each deliverable move from in progress to complete, and receive the finished work at final delivery.
Tell us which stage fits and we open your project. If you are not sure yet, start with the free diagnostic.
A free 13-page diagnostic of where your practice is leaking leads, with a recommended starting stage.
No. Each stage includes everything below it, so you can enter at the altitude that matches your practice today.
No. Every stage is a one-time, fixed-scope build.
Through a SuiteDash project you can log into and track, from first build to final delivery.
No. We build the assets with AI and hand them to you ready to use. You stay in control of outreach approval, pricing, and client acceptance.
We guarantee our work: the deliverable is complete, validated, and on time, backed by a specific remedy per stage. We never promise a revenue figure, because no honest partner can.
Start your project below, or talk to us first.