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Call CPA Site Solutions to book a 15-minute demo, no commitment — 800-896-4500

See How We Help You Get Clients

For Tax Professionals Looking to Scale

For Tax Professionals Looking to Scale Their Business

How To Get Clients For Your Tax Business Using a Proven System

Discover our proven Inbound Marketing System that combines SEO, Paid Ads, and conversion-focused Websites to generate qualified inquiries for Tax Resolution and Preparation.

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

60-Day FREE Trial • Verified Google Partners • Over 300% Average ROI*

*Reported ROI based on client case studies

You’re An Expert at Tax Strategy. You Shouldn’t Have to Be An Expert at Marketing Too.

Most independent firm owners face the same three hurdles that stop them from finding new clients. Do any of these sound familiar?

❌ Unpredictable Lead Flow?

Referrals come and go, you need predictable inbound leads every month so your firm can plan and grow.

Are you invisible icon — low search visibility

❌ Are You Invisible?

Thousands search “tax preparation” daily. If you aren’t in the top results, you lose revenue.

Too busy to market icon - Focus on clients leave marketing to us

❌ Too Busy To Market?

You are a tax expert, not a marketer. Don't waste billable hours figuring out ads.

You don’t need to work harder - you just need a system that brings the business to you.

Trusted by 10,000+ Accounting Firms

Our Client - Greenfield Tax Strategies
Our Client - Mark B Lackie PC CPA
Our Client - Silver Bridge CPAs
Our Client - LM Bookkeeping
Our client - M3 Bookkeeping Solutions
Our Client - A M Peisch CPAs and Advisor

How The "Inbound Marketing System" Works

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THE FOUNDATION (We Build Authority)

1

We launch your high-performance Website pre-loaded with expert bookkeeping content and tools. We establish your firm as the professional leader from the very first click.

2

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THE SPOTLIGHT (We Boost Visibility)

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We scale your SEO and presence on Social Media to ensure you dominate local search results. Our clients rank on top on Google for 11,624 search terms.

3

THE ENGINE (We Deliver Leads)

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We deploy targeted Ad Campaigns that drive a steady stream of high-value prospects straight to your inbox. We handle the technical heavy lifting so you can focus on signing new clients.

Book A FREE Demo

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

The 'Big Firm' Digital Infrastructure.

One size doesn’t fit all. That’s why we’ve created four different packages so you can access must-have strategies for less and work to achieve your firm’s goals.

You get the same technology used by top accounting firms, simplified and automated for independent Tax Preparers.

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GET STARTED

- Platinum Level Website

  • Personalized Premium Website
  • Detailed Website Traffic Statistics
  • WordPress Blog Setup
  • Experienced Webmasters
  • Remote Assistance
  • Free Domain Name Registration
  • 50 GB Secure Firm Portal Storage
  • Secure Client Email

- Premium Social Media Management


- Starter Search Engine Optimization

  • Review & Reputation Managament
  • SEO Optimization on firms specific needs
  • Google Business Profile & Facebook Optimization
  • SSL Certification
  • Call Tracking
  • Up to 10 Directory Listings
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COMPETITIVE EDGE

- Platinum Level Website

  • Personalized Premium Website
  • Detailed Website Traffic Statistics
  • WordPress Blog Setup
  • Monthly Client Newsletter
  • Experienced Webmasters
  • Remote Assistance
  • Free Domain Name Registration
  • 50 GB Secure Firm Portal Storage
  • Secure Client Email

- Premium Social Media Management


- Essential Search Engine Optimization

Everything in Starter SEO, Plus:

  • Up to 50 Local Business Listings
  • Baseline Research
  • Up to 2 monthly backlinks
  • Up to 2 Custom SEO Content
  • On-site Optimization
  • Monthly Reporting
  • Campaign Maintenance
  • ROI Dashboard with Keyword Results
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MARKET LEADER

- Diamond Level Website

Everything in a Platinum Website Plus:

  • Elite Custom Design
  • Unlimited Secure Firm Portal Storage


- Premium Social Media Management


- PRO Search Engine Optimization

Everything in Essential SEO Plus:

  • Up to 75 Local Business Listings
  • Up to 4 monthly backlinks
  • Up to 3 Custom SEO Content
  • Blog Setup & Posting
  • Baseline Audit & Annual NAP Audit
  • Annual 360 Degree Audit
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MARKET OWNER

- Diamond Level Website 

Everything in a Platinum Website Plus:

  • Elite Custom Design
  • Unlimited Secure Firm Portal Storage

- Elite Social Media Management


- Enterprise Search Engine Optimization

Everything in Pro SEO Plus:

  • Up to 100 Local Business Listings
  • Up to 6 monthly backlinks
  • Up to 6 Custom SEO Content
  • Quarterly 360 Degree Audit

- Pay-Per-Click Ads


  • Tailored Ads and Landing Pages
  • Custom Landing Pages
  • Monthly Optimization & Tracking
  • * With a minimum ad-spend of $400+/MO.

What Our Clients Have to Say About Us

Angie Jakum | The Tax Offices | www.thetaxoffices.com

I used your websites with my previous company and liked it so much that when I branched out on my own I used you for my website!


I know I am a demanding high maintenance client and you NEVER made me feel like I was bothering you and always made it happen!


My first year in business out of 50 new clients, 5 of them came from an Internet search! And I didn't have to pay extra to market it to the search engines!

Mike DeCrescente | DETAX | www.detaxnow.com

Either each one of the webmasters is an absolute genius in their entire field or I've gotten extremely fortunate in getting the right person for each issue I call about.


Most recently, Norm Miller was to the rescue. My questions this morning centered for the most part around SEO and the like. Instead of half-hearted, pseudo help that I'd expect from someone just arriving to work before his third cup of coffee, Norm came out of the gates with such great advice and coaching that I feel, once again compelled to send my heart-felt thanks.

Lori Raynoha | Lori Raynoha CPA P.C. | www.loricpa.com

I never had time to monitor and update my old website.


I am really excited about my new CPA Website! CPAsitesolutions has all the points I was looking for. The resources and tax center that the website includes answer mostly all of the questions clients call me about. The portal addresses all the security issues emailing tax returns presented. Changing text myself was a breeze. I never had time to monitor and update my old website. Now it's being done for me! Thank you Peter and his fellow webmasters for your prompt attention and creativity!

Frequently Asked Questions

Q. What is the fastest strategy for how to get new tax clients during the busy season?

A. Speed is critical during tax season. We use a three-pronged "Market Owner" strategy to get you clients immediately: Tailored Pay-Per-Click Ads: We run targeted Google ads to target specific groups of clients, placing you at the top of search results instantly. Custom Landing Pages: We don't just send traffic to your homepage; we use Tailored Ads and Landing Pages designed to convert searchers into leads. Monthly Optimization: Our team optimizes your bids and keywords daily (Monthly Optimization & Tracking) to ensure you get the most leads for your budget. Dedicated Webmaster Team: A proactive team continuously optimizes your website for conversions, helping you capture more tax clients during peak season.

Q. How to grow my tax business and track exactly where my money is going?

A. You need data to grow efficiently. We provide total transparency through: ROI Dashboard: You get a ROI Dashboard with Keyword Results to see exactly which terms are driving traffic and revenue. Quarterly 360 Degree Audit: We perform deep audits every quarter to identify new growth opportunities in your market. Tracking Call Volume: We track the exact volume of call generated leads.

Q. How to market my tax preparation business on Social Media to get referrals?

A. We turn your social presence into a referral engine: Premium Social Media Management: We manage your presence on Facebook and LinkedIn to stay engaged with clients. Blog Setup & Posting: We set up a WordPress Blog and post content automatically to position you as a thought leader. Reputation Management: We help you showcase a positive online reputation (Reviews), which encourages happy clients to refer others.

Q. How to get tax resolution clients who pay higher fees than standard returns?

A. To attract high-value cases, you need to target specific intent rather than general "tax prep." Target Specific Groups: Our Pay-Per-Click Ads allow us to target specific keywords (like "IRS Help" or "Tax Liens") to find high-fee clients. Ready-To-Go Content: Your site comes with a library of professionally-written content that you can personalize to showcase your expertise in tax resolution. Secure Portal: High-stakes clients need security. Your Secure Firm Portal gives them the confidence to share sensitive IRS notices with you online.

Q. Will my site be optimized for mobile phones?

A. Yes. Over 60% of local searches happen on mobile devices. All our designs are Fully Responsive, meaning they automatically adjust to look perfect on iPhones, Androids, and tablets. This ensures you never lose a potential client just because they are searching on their phone.

Q. Am I locked into a long-term contract?

A. No. There are no contracts required for a CPA Site Solutions website. We operate on a Month-to-Month billing basis. We believe our ability to help you find and keep clients should be the reason you stay.

Ready to Improve Profitability and Build Loyal Client Relationships?

Book A FREE Demo

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

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