The #1 Marketing Program For Early Season Tax Offices

Since 2017 we’ve helped over 900 Early Season Tax Offices grow by implementing our proven system that automatically and consistently generates new bank product clients. Managed by a team who has worked within the Early Season industry for over 15 years, we know exactly who your ideal client is, and exactly how to get them inside your door. 

Campaign Results

We could not be happier with the results that we generated for the tax offices on our program over the past 5 seasons. Once the season ends we always ask our clients for feedback on how the program worked for them and ideas for how we could improve the program for the following year. Here’s just one of our clients discussing their experience using the Early Season Marketing Program. You can view more here



Bank Product inquiries

Appointments scheduled

What’s Included In Our Program

Unlike most marketing companies who start sending you “leads” without any additional support or training, we work directly with you and your team to make sure every follow up is well thought out with a clear and concise message.  By leveraging tools like automated Email and SMS campaigns, we take the work load off your team so they can focus on calling more clients to keep bringing them through your doors.

advanced facebook & instagram advertising

After spending $5,000,000+ on these platforms, we know all the advanced strategies to get your message in front of your ideal customer.

IRRESISTIBLE offer & advertisement creation

We’ll work with you to create an irresistible offer and have our design and copy writing team turn that into a digital advertisement.

hundreds of prospective bank product clients

Once we’ve launched your offer in form of an online advertisement, you’ll start to receive interested bank product clients names, emails, and phone numbers.

automated email & 2-way sms

Using our proprietary software, the new prospective client will receive automatic follow-up emails and SMS messages reminding them to come file with you.

call tracking platform

Make sure your staff are on point utilizing our call recording and tracking platform contained within our proprietary software.

World Class Support & training

In addition to our full time support team, we also provide hours of video training and sales scripts to ensure you make the most of our program. 

We Make It Easy For You To Get Results

With access to a cutting edge platform that makes the back bone of our program, you’ll be able to efficiently manage and track your campaign performance, lead metrics and your most important key performance indicators of your entire campaign

Edward C - Zero Tax Due

“I could tell you 100 customers easily came from what you did. Without a doubt – and probably more. You gave 150% more than what I paid for. I can’t say that enough, and I’ll say that to anybody, anytime!"

Kay P - Global Tax Solutions

“In a year where the industry is down I saw 25% growth! This is a great place to put your money towards marketing. In our company this program and has become a priority. Make sure that you’re ready for it, the return, it’s not a joke.”

Ready to get started?