Grow Your Tax Firm With Expert Done-For-You Marketing
We help CPAs, tax advisors, and accounting firms attract high-quality leads, increase client retention, and build authority — without managing marketing yourself.
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: Legacy Tax Advisors Agency provides done-for-you marketing services, tailored specifically for tax professionals. We help you get more leads, convert more clients, and scale your business efficiently.
Claim Your Free Marketing Audit TodayWHO WE HELP
We specialize in working with:
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
We offer full-service, done-for-you marketing for tax professionals.
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
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.
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.