Engineered Tax Services: How They Generated Over $200K in Pipeline With $8k

Name: Heidi Henderson, Partner
Firm: Engineered Tax Services (ETS)
Focus: Cost Segregation, R&D Tax Credits, Specialty Tax Incentives
Clients: CPA Firms, Real Estate Investors, High-Net-Worth Individuals
National Reach

‍Heidi Henderson is a veteran in the specialty tax industry and a leading expert in cost segregation and federal tax incentives. But after 20+ years in the space, she wanted to expand beyond traditional CPA referrals and tap into a predictable stream of qualified real estate and business clients—at scale.

💰 $200,000+ in New Pipeline Revenue
📅 172 Booked Appointments in One Month
📥 550+ Qualified Leads Captured
💳 Engagements Closed With Doctors, Real Estate Pros, & 8-Figure Business Owners
🔄 Refined Internal Processes to Handle Volume

“It wasn’t just the quantity of leads. It was the quality—real, sophisticated buyers with serious needs.”

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“We’ve worked with other agencies. But this was different. Daniel helped us cut through the fluff and get results—fast. Over $200K in engagements in 30 days, with systems to keep growing.”
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— Heidi Henderson, Partner, Engineered Tax Services

ETS’s success had historically come from referrals and CPA partnerships—high trust, but unpredictable volume. As CPAs became busier and digital platforms evolved, Heidi saw a growing opportunity: B2C real estate investors and entrepreneurs actively searching for tax-saving strategies on social media.

“We needed a way to take our education-based model directly to high-net-worth individuals... but without blowing the budget or wasting time on unqualified leads.”

Previous ad campaigns brought views—but not leads. The result? Time wasted, no conversion, and a stalled marketing initiative.

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Daniel Schulte and the Wealthy Clients team worked with Heidi to:

• 🎯 Create direct-response video content targeting pain points of real estate investors and professionals
• 🔍 Build a lead funnel that pre-qualifies prospects before they book a call
• 🧠 Analyze recorded sales calls to continuously optimize ad creative and messaging
• 🔁 Implement a feedback loop between sales and marketing for true conversion insight

“We tried two other agencies. This was the first time it actually worked—and exceeded expectations.”

Strategic Business Impact

Heidi and her team weren’t just closing deals. They were restructuring:

• 📊 Internal systems now being revamped to support ongoing inbound marketing
• ⏱️ Reallocated leadership time from referrals to strategic sales
• 🧱 Building a repeatable framework to scale cost seg and R&D engagements
• 🎯 Shortened cash flow cycles and client onboarding times

“We’re rethinking our entire sales and marketing process because this system finally unlocked real scale.”

If you’re ready to expand beyond referrals and put your firm’s growth in motion, Wealthy Clients helps you build a predictable, high-conversion client acquisition machine.