Tax Marketing Agency for CPAs & Tax Firms | Done-For-You Growth
Legacy Tax Advisors is a specialized tax marketing agency helping CPAs and tax firms grow with done-for-you SEO, paid ads, funnels, and automated lead systems designed specifically for the tax industry.
THE CHALLENGE FOR TAX PROFESSIONALS
Running a tax firm isn’t just about numbers, it’s about clients.
- Inconsistent lead flow
- Time-consuming client acquisition
- Difficulty standing out from competitors
- Low visibility online
- Marketing overwhelm
Without expert marketing, even a great firm can struggle to grow.
Our Solution: CPAs and tax firms face unique marketing challenges including seasonal demand, increased competition, and reliance on referrals. Without a clear tax firm marketing strategy, growth becomes inconsistent and unpredictable. A specialized tax marketing agency helps firms overcome these challenges by creating scalable, compliant marketing systems.
Claim Your Free Marketing Audit TodayWHO WE HELP
We work exclusively with professionals in the tax and accounting industry. Our tax marketing services support CPA firms, tax preparation businesses, enrolled agents, and accounting firms that want predictable lead flow and long-term growth.
Solo CPAs & Consultants
Attract clients without spending hours on marketing.
Small to Medium Tax Firms
Fill your pipeline and increase retention.
High-End Advisory Firms
Build authority and generate premium leads.
Startups & New Practices
Launch with credibility and an established online presence.
OUR SERVICES
Our full-service tax marketing agency provides SEO, Google Ads, paid social advertising, funnel optimization, CRM automation, email and SMS follow-up, and reputation management. All services are built specifically for tax firms to generate qualified leads and maximize return on investment.
1. Lead Generation Funnels
- Custom landing pages optimized for conversions
- Automated email nurturing sequences
- Targeted Google & social media campaigns
- Analytics and performance tracking
2. Email Marketing & Client Nurturing
- Personalized drip campaigns
- Newsletter creation and automation
- Segmentation by client type (individual, business, high-net-worth)
- Lead-to-client conversion strategies
3. Social Media & Online Presence
- Content creation for LinkedIn, Facebook, Instagram
- Reputation management & review campaigns
- Authority-building through posts, blogs, and articles
- Social media ad campaigns for local and national reach
4. Paid Advertising (PPC & Ads)
- Google Ads for high-intent tax clients
- Retargeting campaigns to capture leads
- Facebook & Instagram advertising for local and niche audiences
- Conversion tracking, ROI measurement, and optimization
5. Branding & Website Design
- Professional brand identity
- Conversion-focused website design
- SEO optimization for search visibility
- Blog content strategy for authority and inbound traffic
6. Analytics & Reporting
- Detailed monthly performance reports
- ROI tracking on all campaigns
- Lead tracking and funnel analytics
- Recommendations for continuous optimization
OUR PROVEN PROCESS
Our proven tax firm growth process focuses on attracting qualified leads, converting them into booked appointments, and automating follow-up. This system allows CPAs and tax firms to scale efficiently without increasing operational complexity
Step 1: Discovery & Assessment
We assess your current marketing, client acquisition strategies, and brand positioning.
Step 2: Custom Marketing Strategy
Tailored marketing plan aligned with your business goals.
Step 3: Implementation
We build funnels, create content, launch campaigns, and manage ads.
Step 4: Optimization & Reporting
Ongoing analytics, A/B testing, and strategy adjustments.
Step 5: Continuous Growth
Lead nurturing, retargeting, and client conversion strategies ensure ongoing growth.
Step 6: Client Retention Strategies
Implement loyalty programs, follow-ups, and personalized engagement to retain clients long-term.
Step 7: Advanced Lead Segmentation
Segment leads by type, behavior, and value for targeted campaigns that convert better.
Step 8: Scaling & Expansion
Identify new markets, expand services, and scale marketing efforts efficiently for business growth.
Tax Marketing Agency Packages
Choose the package that fits your tax practice goals — from starter foundations to enterprise-level SaaS marketing solutions.
Starter / Foundation Package
Ideal For: Solo CPAs, new tax consultants, small tax practices
Goal: Get marketing foundations set up & start capturing leads
- Custom landing page for lead capture
- Lead form integration with GoHighLevel
- Automated email nurture sequence (3–5 emails)
- SMS notifications for lead follow-up
- Monthly analytics report
- Onboarding call + strategy roadmap
Outcome: Capture first 20–50 leads, start building authority, understand service interest
Next Step: Growth PackageGrowth Package
Ideal For: Growing practices
Goal: Scale lead generation & engagement
- Everything in Starter
- SEO-optimized blog articles (2/month)
- Social media posting (10 posts/month)
- Extended email sequence (5–7 emails) + SMS follow-ups
- Retargeting pixel setup
- Google My Business optimization
- Monthly strategy call (30 min)
Outcome: Steady lead flow, better brand visibility, engagement on social media & email
Next Step: Scale & AuthorityScale & Authority Package
Ideal For: Established tax firms, small teams
Goal: Position as authority + high conversion
- Everything in Growth
- Paid ad campaigns (Google & Facebook)
- Advanced email automation sequences
- Social media engagement management
- Conversion rate optimization
- Monthly reporting + insights dashboard
- 60-min strategy call
Outcome: Authority positioning, higher client acquisition, strong ROI
Next Step: VIP / EnterpriseVIP / Premium Package
Ideal For: High-end advisory firms
Goal: Full-service marketing + predictable leads
- Everything in Scale
- Custom multi-page funnel
- Dedicated account manager
- Brand strategy & identity consulting
- SEO content hub (5–10 pages)
- Priority response & custom requests
- Weekly optimization calls
- Quarterly full funnel review
Outcome: Predictable monthly leads, high-touch management, long-term authority
Next Step: Custom EnterpriseCustom / Enterprise Package
Ideal For: Large CPA firms, multi-state practices
Goal: Tailored marketing ecosystem + full B2B automation
- Full marketing automation setup
- Multi-channel lead generation campaigns
- Advanced analytics + funnel tracking
- Branding, video marketing, copywriting
- Dedicated strategist + creative team
- Custom SaaS integrations
- Full quarterly strategy & execution plan
Outcome: Enterprise-level growth, predictable ROI, streamlined marketing, authority across channels
Request Custom ProposalTax Automation & AI Package
Ideal For: Enterprise firms & multi-location practices
Goal: Fully automated marketing + AI-driven lead generation
- Everything in Custom / Enterprise
- AI-powered lead scoring & automation
- Custom chatbot & booking funnels
- Predictive analytics dashboard
- Advanced multi-channel campaigns
- Video marketing & AI copywriting services
- Dedicated AI strategist + creative support
Outcome: Maximum efficiency, predictable ROI, fully automated growth & authority
Request AI Package ProposalOptional Add-ons / SaaS-style Extras
Boost your package with extra tools, campaigns, and funnels — modular add-ons to scale faster.
Extra Email Sequences + SMS
- Extend your automated email sequences
- Add SMS follow-ups for leads
- Boost engagement & conversions
Additional Landing Pages
- Create extra landing pages for campaigns
- Custom design and GoHighLevel integration
Social Media Content Pack
- Branded social posts templates
- 10–20 posts depending on pack
- Designed to boost engagement
Webinar Funnel Setup
- Complete webinar funnel creation
- Landing pages + automated emails
- Lead capture + follow-up automation
Paid Ad Budget Management
- Manage Google & Facebook ad campaigns
- Strategy & reporting included
- Ad budget NOT included
Conversion Rate Optimization (CRO)
- Audit your landing pages & funnels
- Optimize forms, CTAs, and layout
- Increase lead conversion & ROI
- A/B testing of campaigns included
CASE STUDIES / SUCCESS STORIES
Solo CPA Firm Doubled Leads
Implemented targeted funnels, automated emails, and Google Ads → 120% increase in qualified leads in 90 days.
Multi-Advisor Firm Increased Revenue
Full-service marketing + social media + content → consistent appointments and higher client retention.
Startup CPA Practice Built Authority
Branding, website redesign, and SEO → positioned firm as a top choice locally → immediate inbound leads.
Tax Advisory for High-Net-Worth Clients
Targeted campaigns + LinkedIn authority-building → attracted premium clients and increased consulting revenue.
Regional Tax Firm Scaled Appointments
Conversion-optimized landing pages + retargeting ads → 68% increase in booked consultations within 60 days.
CPA Influencer Brand Expansion
Content strategy + email list growth → transformed firm into a trusted authority with inbound demand.
Free Resources to Grow Your Tax Firm
Lead Generation Funnel Blueprint
A proven funnel structure designed specifically for tax firms.
Email Marketing Templates
High-converting email templates for nurturing and closing tax leads.
Social Media Content Calendar
Pre-planned content ideas to stay consistent and visible year-round.
SEO Checklist for CPAs
Step-by-step on-page SEO actions to rank locally and organically.
Client Retention & Referral Guide
Turn one-time clients into repeat clients and referrals.
Tax Firm Website Conversion Guide
Learn how to turn website visitors into booked consultations.
WHY CHOOSE LEGACY TAX ADVISORS AGENCY
Industry Expertise
We understand tax and accounting niches.
Done-For-You Services
From strategy to execution, we handle everything.
Proven Track Record
Hundreds of firms successfully grew leads and revenue.
High-Touch Support
Your dedicated marketing team is available for questions and strategy adjustments.
Customized Plans
Tailored solutions based on firm size, niche, and goals.
Compliance-First Marketing
All strategies are aligned with IRS, CPA, and financial marketing standards.