Client results
Real firms.
Real numbers.
Tax planners and CPAs on camera, telling you what changed. Watch the highlights, then read the full stories below.
$1.5M+
Generated for clients
50+
Tax firms served
11
Stories on video
5/5
Star rating
Goodman CPA
Nate Goodman
Before
Spent $5–6K on another agency and didn't book a single appointment.
After
15 sales calls a week, up from 1–2. $170K+ closed in Q1.
“Some leads were overqualified. These were exactly the kinds of clients we wanted to be working with.”
Burned by an agency before · Revenue · Booked calls
Engineered Tax Services
Heidi Henderson, Partner
Before
Growth depended on referrals and CPA partners. Volume was unpredictable.
After
172 appointments in one month. $200K+ pipeline from $8K in ads.
“It wasn't just the quantity of leads. It was the quality: real, sophisticated buyers with serious needs.”
Revenue · Booked calls
HiO Tax
Mia Taylor
Before
Changed the ads every 7–14 days. The leads still weren't qualified.
After
$113,550 in closed revenue in a single month.
“We used to talk to anyone. Now we're talking to people who can pay and need what we offer.”
Revenue
Proactive Tax Advisors
Daniel Guine, CPA
Before
Clients only came in the Q4 rush, always last-minute referrals.
After
$83,000 in revenue in 3 days from three tax plans.
“One guy had 12 businesses with over $35 million in revenue. These aren't tire-kickers.”
Revenue
International Tax Advisors Group
Elder
Before
Paid another agency $10K and got zero leads.
After
122 qualified appointments in under 30 days. 10 high-ticket clients.
“Even in my previous firm, I never had days that were fully booked back-to-back like this.”
Burned by an agency before · Booked calls
Firm Foundation Tax Services
John Amador
Before
Spent $12,000 on one campaign and didn't get a single meeting.
After
9 qualified appointments in under 2 weeks. 2 new clients.
“You literally saved my business.”
Burned by an agency before · Booked calls
Golden Tax Relief
Ben Golden
Before
Had never seen a good marketing outcome for tax planning.
After
60%+ show-up, 50%+ close rate, $150K+ in value from one lead.
“One client ended up paying us four times.”
Burned by an agency before · Revenue
The Tax Prose
Stephanie Anderson
Before
Ran out of existing clients to sell advisory to.
After
70+ qualified appointments in weeks, with clients earning $400K+.
“I didn't have the capacity to figure this out. Once Daniel touched it, boom.”
Booked calls
Ed Lloyd & Associates
Ed Lloyd, CPA
Before
He was the marketer, the salesperson and the deliverer at once.
After
110 qualified leads and 37 booked appointments with $1M+ dental practices.
“Daniel helped me go from doing everything to managing a real system.”
Booked calls
Brotman Law
Sam Brotman
Before
Thought marketing agencies were complete snake oil.
After
A flood of leads from 7- and 8-figure business owners.
“I think we have the best ROI on Facebook ads... ever.”
Burned by an agency before
Benchmark IQ
Michael Gazzano
Before
Scattered leads that couldn't pay for premium planning.
After
A calendar of business owners grossing $1M+.
“Now, we only reluctantly meet with business owners making less than $1M.”
Booked calls
In their words
What they told us.
“We tried two other agencies. This was the first time it actually worked and exceeded expectations.”
Heidi Henderson
Engineered Tax Services
“You didn't pass us off to an associate. We worked directly with you. That was game-changing.”
Elder
International Tax Advisors Group
“You didn't just take my money. You told me I wasn't ready, and helped me get ready.”
John Amador
Firm Foundation Tax Services
“It's so simple. I just recorded a couple videos, monitored my inbox, and the calls started booking.”
Daniel Guine, CPA
Proactive Tax Advisors
“This wasn't guesswork. It was strategic, data-driven, and adapted in real time.”
Ben Golden
Golden Tax Relief
“If we weren't getting the right type of client, the campaign was reshaped within 24 hours.”
Nate Goodman
Goodman CPA
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