Generate more qualified tax consultation requests
Prospective clients searching for complex individual returns, small-business filings, and IRS issue resolution can have very different needs and levels of intent. We learn your goals, priority services, market, capacity, and challenges before recommending any specific Google Ads account changes.
Why local campaigns underperform
Managing intense seasonal demand while still attracting good year-round clients for the business.
What we examine
For tax professionals, we compare demand by service, day, season, and location with schedules, staffing, inventory, or capacity.
Competing with low-cost DIY software and chain providers that may emphasize price over depth.
What we examine
For tax professionals, we review auction pressure, search-term coverage, impression share, ad differentiation, and spend concentration.
Balancing reactive filing work with proactive planning and advisory services for the business.
What we examine
For tax professionals, we isolate search terms, spend, conversion actions, and lead feedback connected to IRS issue resolution.
Founder-led strategy
Aaron Putnam leads the diagnosis, establishes the strategy, and remains involved in the decisions that shape your account. Recommendations still begin with your goals, market, capacity, and lead quality.
What working together looks like
We know the common advertising challenges tax professionals face. Before recommending changes, we learn how your business works and what Google Ads needs to accomplish.
For tax professionals, we start with services, geography, capacity, frustrations, and your target audience. We make no changes before understanding what the account needs to support.
We inspect campaign structure, search terms, location settings, conversion tracking, and lead feedback, including how the account treats complex individual returns and small-business filings.
For tax professionals, we choose together which opportunities deserve attention, where firmer boundaries are needed, and how qualified consultations and qualified client inquiries should be evaluated.
For tax professionals, once priorities are agreed, we make and explain changes, then use search behavior, conversion data, and staff feedback to keep learning.
Qualified inquiry signals
For tax professionals, conversion counts are only a starting point. We compare recorded conversions with service fit, location, timing, capacity, and staff feedback about consultations and qualified client inquiries before using the data to guide account decisions.
For tax professionals, connect complex individual returns calls to their campaign and review whether service, location, timing, and next step fit.
For tax professionals, separate small-business filings forms from spam, employment requests, and out-of-area work before using them to guide decisions.
Compare tracked responses for tax professionals with staff feedback so later decisions reflect inquiry quality, not form counts alone.
Before we begin
For tax professionals, we learn which services matter, where the business operates, what the team can handle, and what has been frustrating. Then we inspect search terms, targeting, tracking, and feedback about consultations and qualified client inquiries before agreeing on priorities with you.
For tax professionals, we compare search terms, conversion actions, call outcomes, form details, and feedback about consultations and qualified client inquiries. Account data shows activity; business context helps us decide whether that activity represents worthwhile demand before we recommend changes.
For tax professionals, we do not assume a default radius. We compare practical market boundaries, location settings, user-location reports, travel or scheduling limits, and inquiry quality before recommending where ads should run. The workable market can differ by service.
Already advertising? Receive a focused account review. New to Google Ads? Receive an opportunity assessment shaped around your services and local market.