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See How We Help You Get Clients

Specialized Digital Marketing For Tax Leads

Bring In New Tax Leads With Specialized Digital Marketing

Use customized Pay-Per-Click Advertising, Social Media Management and SEO tailored to your location to beat your competition, bring in new tax leads, and increase your revenue.

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. 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?

❌ Unable to Scale?

Referrals aren't enough to scale. You need a comprehensive marketing plan that brings in consistent leads throughout the season.

Feeling Invisible icon — low search visibility

❌ Feeling Invisible?

High-value business owners are searching 'CPAs near me' right now. If you don't show up in the top results, you don't exist to them.

The DIY Burnout icon — wasting billable time in trying to do everything

❌ The "DIY" Burnout?

Wasting 10+ billable hours/week trying to write blogs, figure out SEO and Ads yourself.

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 - Mark B Lackie PC CPA
Our Client - Greenfield Tax Strategies
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)

Icon - Social Media Management

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)

Icon - Google Ads

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.

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 bookkeepers.

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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
Icon - Market Leader

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
Icon - Market Owner

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 way to get tax leads for my firm?

A. Immediate visibility is key. The fastest method is paid advertising tailored to your city. We, at CPASiteSolutions, provide "Customized pay-per-click advertising" that is "tailored to your location." This allows us to bring in new accounting leads immediately by placing you in front of clients actively searching in your area.

Q. Can you help us get tax preparation leads specifically for our city?

A. Yes, local targeting is essential to avoid wasting budget on clients you can't serve. Our PPC campaigns are "tailored to your location" and "designed to beat your competition." We ensure you are having the conversation in your city with local clients who need tax prep.

Q. How do you target high-value tax debt leads or tax resolution leads?

A. To get resolution cases, you must target specific problem-aware keywords (e.g., "IRS help"). We don't just run generic ads. We "target the right keywords" to ensure you're having the conversation with the right prospects. We "optimize landing pages" and create "compelling calls-to-action" to convert these high-value inquiries.

Q. How do I track the ROI of my tax preparation leads?

A. You shouldn't have to guess. You need data to verify your return. We believe in tracking. Our team handles constant A/B testing to ensure you are maximizing your Return on Investment. You also get a "dedicated marketing team" that constantly monitors your performance and sends you reports.

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 expand and get more Tax Leads?

15-Minute Call ● No Commitment ● No Hidden Fees

15-Minute Call ● No Commitment

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