8 client spots open
On-demand growth for your tax planning practice
A steady stream of vetted prospects for your tax planning and strategy services, booked straight onto your calendar. You just take the calls.
- 5 qualified calls in your first 30 daysOr I keep working for free until you get them.
- You work with me, not an account managerI build it, run it, and report to you every month.
- Built in your accountsThe ads, page and calendar stay yours.
What a client says
Sophie NguyenParamount Tax & Bookkeeping, Richardson, TX
“Within a month we had more qualified leads on the calendar than referrals brought us all quarter, and they actually showed up.”
Best month with Sasha
- Leads
- 79
- Per lead
- $76
- Booked calls
- 40
- Cancelled calls rebooked
- 31%
Want a result like this for your firm?
Book a callEverything I build and run for you
What’s included
Ads that get clicked
Copy, images and video scripts for owners who’ve never heard of you. New ads tested every month.
A brand that looks ready
Every profile cleaned up and on-brand.
A report every month
Calls booked, cost per call and show-up rate.
A funnel that converts and filters
Built to turn clicks into booked calls and keep poor fits off your calendar. You see every answer first.
Reminders that work
Email and text before every call, and follow-up if they don’t book.
Every lead, tracked
GoHighLevel set up for you, or the CRM you already use.
What happens after you say yes
How it works
Weeks 1–2
Onboarding and setup
One call about your firm, then I build the ads, page and reminders.
Launch
Your ads go live
Ads in your firm’s name start reaching owners with the problem you solve.
First 30 days
Qualified calls land on your calendar
Owners who pass the questions book a time, and reminders get them there.
Every month after
It gets better every month
I cut what wastes money, test new ads, and send you a monthly report.
My guarantee
5 qualified calls in your first 30 days after launch, or I keep working for free until you get them
The risk is on me, so let’s talk
Book a callWho it’s for
Built for tax planners and strategists like you
Made for you if
- You sell proactive tax planning or strategy, not just returns
- A new planning client is worth $5,000 or more to you in the first year
- You can put at least $1,500 a month into ads
Not for you if
- Most of your work is tax prep and filing returns
- You want to learn to run the ads yourself
- You need new clients within the next two weeks
Sound like you? Let’s talk
Book a callHi, I’m Sasha
Who you’ll work with
I’ve spent 15 years designing how people find, trust and buy from brands like Citi and American Express. When my wife wanted to grow her tax planning firm, Paramount Tax & Bookkeeping, ads beat buying another practice by a mile. Now I build that same system for tax planners like you, and I run every account myself.
Dallas, TX
Questions
Good to know
What does it cost?
A one-time setup fee, then a monthly fee. I give you the exact number on our call, once I know what there is to build. Ad spend goes straight to Meta, at least $1,500 a month, and is separate from my fee.
What’s the guarantee, exactly?
If you don’t get 5 qualified calls in your first 30 days after launch, I keep working for free until you do. A qualified call is someone who passed the questions on your page and booked a time. It applies as long as you spend at least $1,500 a month on ads, approve new ads within 48 hours, and take the calls.
Do Facebook ads really work for tax planners?
They work. The ads I run for tax planners pay for themselves many times over in new clients. What makes the difference is an ad that speaks to a problem business owners already feel, and a filter in front of your calendar. Without the filter you get tire-kickers, which is why the questions and reminders are part of every build.
Who will I actually work with?
Me. Always. I don’t hand accounts to juniors or outsource the work.
What do I need to do?
About an hour up front to walk me through your offer and your best clients, access to your Meta and calendar accounts, and quick approval of new ads. After that, your job is taking the calls.
Do I need to be on camera?
No. A short video of you, filmed on your phone, usually helps, and I’ll write the script. But it’s optional.
How soon will calls start?
Setup takes about two weeks. Then the ads go live and your 30 days start.
Do I need to have run ads before?
No. If you have, I’ll look at what you ran and keep what worked.
I already work with an agency.
Book a call anyway. Most agencies stop at the ad; I handle everything after the click too, and you get a monthly report you can check. I’ll look at what you’re running and tell you honestly whether I’d change anything. If it’s working, keep it.
Will Meta let me advertise tax strategies?
Yes. Meta has rules for ads about money, and I build within them: no promised savings figures and no claims I can’t back up. If someone at your firm signs off on marketing, they see the ads before they go live.
Who owns the ads and the page?
You do. I build in your Meta and GoHighLevel accounts. If you don’t have GoHighLevel, I can host the page and calendar for you, and your ad account and contacts are still yours.
On-demand growth for your tax planning practice
Anything I didn’t cover? Ask me on the call.
Book a call