Marketing for tax firms that ends in retained clients.
A $450 one-time return and a $6,000-a-year business retainer come from the same search results page. We run Google Ads, Google Screened and Local SEO for tax and accounting firms — and feed every retained client back into Google with their real annual value, so your budget learns to find the next one.
Seasonal spikes. Year-round bills.
Tax marketing punishes firms that start in February and stop in April. The loop is how you stop paying tuition every season.
Everyone advertises in March.
Click prices triple during filing season while every firm fights for the same searches. Without conversion data from last season, you pay peak prices to learn what the loop already knows.
One-time returns crowd out retainers.
Standard tracking counts a booked consultation as a win — whether it's a $450 return or a business client worth thousands a year. The algorithm can't tell, so it optimizes for volume.
Off-season silence.
April ends and the phone stops. Firms that run Local SEO and bookkeeping campaigns year-round own the map pack by the time January comes back.
Built around a tax firm's calendar
Aggressive when intent peaks. Compounding when it's quiet.
Google Ads
Season-aware Search campaigns: returns and filing in Q1; bookkeeping, planning and clean-up work the rest of the year — optimized toward retained clients via offline conversions.
Google Screened (LSA)
For tax and accounting, Local Services Ads show as “Google Screened” at the very top of results. Pay per lead, not per click — we handle verification and dispute unqualified leads.
Local SEO
“CPA near me” and “tax preparer + your city” live in the map pack. Google Business Profile, reviews and service pages that rank before the season starts.
Automation
Missed-call text-back for the March crunch, document-request follow-ups, review requests after filing, and reactivation of last year's clients in December.
Flat monthly fees. No percentage of ad spend. Month to month.
We optimize toward the client's annual value — not the appointment
Every consultation request carries the click ID that produced it. When a client retains — and you know what they are worth per year — that value goes back into Google matched to the click. The algorithm starts hunting for business owners and complex returns, not just “cheap tax prep.”
By the second season the system compounds: campaigns launch already knowing which searches produced clients who stayed, and budget goes there first — while your competitors start from zero every January.
See how the badge works in our Local Services Ads & Google Screened guide.
See how easy it is to get started with us
Whether you choose one service or the whole system, we keep the process efficient for you and your business.
Quick Intro Call
A 20-minute call to learn your goals, your call flow and where the money is leaking.
Audit + Proposal
A written revenue-leak report and a clear proposal — whether or not you sign.
Onboarding + Wire-up
Tracking, GCLID capture, CRM connection and the offline-conversion pipeline.
Launch
Campaigns go live with call tracking. Dashboard starts filling from day one.
Monthly Reporting + Adapt
Google gets its closed-job signals; we shift budget toward what books and pays.
Tax firms ask us
When should a tax firm start advertising for the season?
Setup in November–December, live by early January. The first weeks of the season are the cheapest — and the loop needs a couple of weeks of data before peak prices hit in March.
Do CPAs qualify for Google Local Services Ads?
Yes — tax and accounting fall under Google Screened. Google verifies licenses and runs background checks; we handle the process and the profile, and you pay per lead rather than per click.
Is this worth it for a small firm without a big budget?
Local SEO plus a modest Search budget is usually the right start. Flat fee, month to month — many firms begin with one service and add the rest after the first season's numbers.
What about client confidentiality in tracking?
The loop needs only a click ID, a timestamp and a dollar value — no return data, no financials, no personal details ever leave your systems.
Let's talk about what's possible for your business.
A 20-minute intro call, then a written revenue-leak report. No obligation.