Financial Services

Tax and CPA Marketing
For Engagements You Can Staff

Owners and households compare two or three tax firms before they sign an engagement letter. We bring those engagements to your firm, in season and out, not DIY filers hunting for free software.

We build the search, seasonal pages and tracking that show which query signed.

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Trusted by CPA and tax firms to turn local demand into booked work Serving Dallas, Houston, Phoenix, Los Angeles, New York and Chicago and beyond.

Who This Is For

For US CPA and tax principals who want engagements they can staff, from individuals and small businesses to specialty clients, without paying for shoppers who only want a free return.

check_circle CPA firms licensed in one or more states and serving individuals or businesses
check_circle Enrolled agent and tax practices that need a seasonal surge without straining year-round work
check_circle Small business tax and advisory firms courting owners, S corporations and self-employed clients
check_circle Tax resolution and IRS representation practices handling notices, back taxes and audits
check_circle Specialty practices covering real estate investors, crypto, expats or trusts and estates
Small business owner meeting with an accountant at a table with a laptop. Photo by RDNE Stock project on Pexels

Who buys, and what they search

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Who you are marketing to

  • personIndividuals and families with returns that have become too complex for software
  • personSmall business owners and self-employed people looking for a tax or advisory relationship
  • personReal estate investors, crypto holders and others with specialty tax issues
  • personPeople who have received an IRS or state notice and want representation
  • personBusiness owners changing structure, selling or hiring who need planning advice
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What buyers search for

searchcpa for small business near mesearchtax preparer for self employedsearchenrolled agent for irs noticesearchs corp tax return cpasearchcpa for rental property owners
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Ready to book

  • boltThe inquiry names a specific need such as business, rental or a notice
  • boltThe person states their state or metro and the tax year involved
  • boltThey ask about fees, timing or how to send documents securely
  • boltA business owner or referral partner makes the contact and asks about an engagement letter

What drives their decision

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Whether the professional holds the right credential for the problem

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Experience with the specific situation, such as S corporations or rental property

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Clear explanation of how fees work and what the engagement covers

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Availability and how quickly someone will respond

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Reviews, referrals and a secure, professional client experience

How we capture intent

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Local and service search

Pages by credential, service and metro that match how individuals and business owners look for a tax professional.

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Search advertising

Seasonal and year-round Google Ads campaigns with negatives that remove DIY filers, students and job seekers.

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Google Business Profile

Accurate listings for each office, with careful review handling that respects client confidentiality.

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Engagement tracking

Call, form and booking tracking that shows which source led to a signed engagement letter.

my_locationMetro areas and states where the firm is licensed and staffed, such as New York, Los Angeles, Chicago, Dallas, Houston, Phoenix, Atlanta, Miami, Denver and Seattle, with state pages where multi-state work or remote service applies.

Our Tax and CPA Marketing Approach

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Person using a smartphone to search for a local service. Photo by Theo Decker on Pexels
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Reaching People Who Are Ready to Buy

Customers choose based on location, timing and need. We reach people while they research, compare and get ready to book, with a focus on local searches for what you offer.

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Smiling business owner taking a customer inquiry call at a desk. Photo by RDNE Stock project on Pexels
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Better-Quality Leads

Not every lead is worth your time. We filter out casual inquiries early, focus on people ready to book, and steer leads toward the customers you actually want.

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Five star rating shown on a tablet representing positive customer reviews. Photo by Towfiqu barbhuiya on Pexels
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Messaging That Sets You Apart

We build your message around trust, local relevance and clear value, so customers choose you for more than price in a crowded market.

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Tablet calendar and notebook used to schedule a booked appointment. Photo by cottonbro studio on Pexels
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Support From First Search to Repeat Business

From the first search to the quote, follow-up and repeat business, we make sure your online presence backs up every offline conversation.

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Laptop showing an analytics dashboard with charts. Photo by Lukas Blazek on Pexels
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Clear Reporting on What Works

We set up tracking that shows where each lead came from, which channels help close a sale, and what each one returns on your spend, so you know what is really bringing in business.

Tax and CPA marketing services

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SEO for Tax and CPA

Help nearby customers find you on Google before they call a competitor

  • checkService and location pages built around searches like "cpa for small business near me"
  • checkClear answers to questions people ask when comparing options like "tax preparer for self employed"
  • checkTechnical fixes that make your site easy for Google to read and easy for customers to call, inquire or book
See SEO arrow_forward
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SEM for Tax and CPA

Reach people who are ready to book on Google, without paying for clicks that never turn into customers

  • checkGoogle Ads campaigns for "cpa for small business near me" and similar high-intent searches
  • checkBlocked search terms (negative keywords) that cut job-search, how-to and out-of-area clicks
  • checkLanding pages that match the ad and lead to calls or bookings
See SEM arrow_forward
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Meta Ads for Tax and CPA

Reach the right local audience on Facebook and Instagram with proof-led ads

  • checkLocation and interest targeting matched to how tax and cpa customers decide
  • checkAd images and copy that show real proof, a clear offer and a reason to get in touch now
  • checkRetargeting (follow-up ads) for people who already viewed your pricing, services or gallery pages
See Meta Ads arrow_forward
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Web Design for Tax and CPA

Pages that make it easy to understand the offer and take the next step

  • checkPages built for searches like "enrolled agent for irs notice" and for quote or booking requests
  • checkReviews, credentials and the areas you serve visible before anyone scrolls
  • checkForms, tap-to-call buttons and booking steps tested on phones
See Web Design arrow_forward

What You Can Expect

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More signed engagements the firm has capacity to take on

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Pages that name the credential held without promising refunds or savings

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Filing season and year-round advisory paths kept separate in campaigns and reporting

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DIY filers and job seekers filtered away from engagement forms

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Each engagement traced to its source and its spend.

This is tax and cpa marketing designed to book real jobs and build a reputation that compounds, not just chase lead volume.

Smiling business owner shaking hands with an accountant at a bright desk. Photo by Yan Krukau on Pexels
The HeyLead Difference

Marketing measured in booked jobs, not clicks

Every channel is tied back to real enquiries and won work, so you always know what your marketing is actually returning.

You are in good company

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I have worked with Martin and his company for several years. He managed our website and provided SEO and SEM support. He has been a great partner in this area and always produced high quality results. I recommend him for any needs you may have in this area.

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Warren Stokes

Director of Sales and Marketing, Avidian

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I have worked with HeyLead for over a decade. There is no one else I would trust with lead generation and IT. I have tried others, to my detriment. If you want someone who is dedicated and trustworthy, you could not pick someone better.

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Andrew Woodruff

CEO, Woodruff Property Management

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Our company 1800 CLEANER has worked with Martin for over two years now and we can attest he is one of the best. His technical knowledge in the SEO and online marketing space is second to none. But more importantly he cares. He listens and truly empathises with the client. We have no hesitation in recommending him.

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Michael Sweet

CEO, 1800 CLEANER

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HeyLead was able to quickly bring structure and order to our Search Engine Marketing campaigns. Their methodical approach turned around our SEM performance and allowed us to demonstrate the ROI from the programs.

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Paul Liddiatt

Chief Marketing Officer, NewBook

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HeyLead helped us develop SEO ranking on key search terms for our platform. They also helped us build, test and manage our paid SEM program. They were very responsive to our specific goals and brought subject matter expertise, saving us a lot of time and effort.

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Joe Charlson

CEO, CallerReady

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The team at HeyLead managed our SEO and SEM with great aptitude. I would recommend their services for anyone looking to level up their search engine presence, paid or organic.

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Kim Lazaro

Digital Marketing Manager, NewBook

Frequently Asked Questions

Questions about tax and cpa marketing? We have got honest answers.

Do you write for CPAs, EAs and other tax preparers? expand_more
Yes. Pages and ads name the credential the firm actually holds, whether CPA, EA or another state or federal designation. We do not imply a credential the firm lacks, and we ask you to confirm wording before anything goes live.
How do you handle filing season versus year-round work? expand_more
We keep them on separate pages and campaigns. Filing season pages capture individual and small business returns, while advisory, planning and representation pages run through the year. Reporting is split so you can see what each brings in.
Will you promise refunds or tax savings in ads? expand_more
No. Claims about refunds, savings or settled tax debt are risky and usually cannot be known in advance. Copy describes your credential, process and how quickly you respond. The firm remains responsible for compliance with its board and IRS advertising and solicitation rules.
How do you keep DIY filers from clicking? expand_more
We use negative keywords such as free filing, software brands and tax forms, and copy that speaks to people who want a professional. We review search terms weekly and tag inquiries that turn out to be DIY so they do not count as leads.
Can the website collect Social Security numbers or tax documents? expand_more
We recommend against it. Contact forms should ask only what you need to start a conversation, and documents should go through a secure client portal. The firm is responsible for its data security obligations.
How do you qualify leads? expand_more
Forms ask whether the need is individual, business or specialty and which metro or state the person is in. Your team then flags which inquiries became signed engagements, and reporting is built on that.
Is Meta advertising worth it for a tax firm? expand_more
It can be, for reaching business owners and households before and during filing season, and for staying visible to site visitors. It works best alongside search, with restrained creative and fast follow-up on leads.
Which locations can you target? expand_more
The metros and states where your firm is licensed and staffed, from New York or Chicago to Dallas, Phoenix or Atlanta. For firms serving clients remotely, we can target by state where your license and staff allow.
How do you treat reviews given client confidentiality? expand_more
We help you ask for reviews in a way that respects confidentiality and reply without repeating any client detail. We never write or buy reviews, and we suggest you check state board guidance on testimonials.
How long does it take to see engagements? expand_more
Paid search can produce inquiries within weeks once tracking and landing pages are ready, though timing around filing season matters. SEO builds over months. We report signed engagements by source, not only clicks.

Marketing from $500 USD a month

Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts.

Starting at

$500 USD per month

Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix.

Get a Free Audit

What $500 a month covers

  • Pages

    Included

    Pages built around the searches your buyers actually type.

  • Search and ads

    Included

    Search and ads aimed at people ready to inquire.

  • Tracking

    Included

    Calls, forms and bookings tagged to the search, ad or page behind them.

Fill the Engagement Roster

If you run a CPA or tax firm and want more qualified engagements, get in touch. We will start with the services, credentials and metros you actually staff.

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