Fill the season. Grow year-round.
Your job is returns, planning, and representation. Ours is the website, tax-season campaigns, client comms, content, and ads, everything it takes to grow, with pricing tailored to your needs.
Tax season eats every ounce of bandwidth, marketing shouldn't
The firms that grow run marketing all year, not scrambling in January. Assist becomes your always-on marketing team so your season is fuller and your off-season revenue keeps growing.
Sound familiar?
The challenges we take off your plate
If any of these hit home, you're exactly who Assist was built for.
✕You scramble every January to fill the season.
With Assist: We run always-on and pre-season campaigns so returns are booked before the rush.
✕Clients only think of you at tax time.
With Assist: We run year-round nurture content, planning tips, deadlines, and updates, that generates advisory revenue.
✕Your reviews are outdated and inconsistent.
With Assist: We run review generation and reputation campaigns that make you the trusted local choice.
✕Marketing hires don't understand compliance or tax audiences.
With Assist: Get a full team producing compliance-aware content tuned to your niche and market.
Exactly how Assist helps
One dedicated team handling everything around your work, so you can focus on what only you can do.
Firm website & booking
A conversion-focused site with services, niches, and simple appointment booking.
Season campaigns
Pre-season, in-season, and extension campaigns via email, ads, and social.
Year-round advisory content
Nurture emails and content that turn tax clients into planning clients.
Reviews & reputation
Automated review generation and Google Business Profile management.
Paid ads
Google and Meta campaigns for local and niche tax audiences.
Branding & print
Logo, folders, engagement letters, and client-facing materials.
What you get back
The real cost isn't just money, it's your time and focus. Here's what Assist gives back.
than hiring separately or juggling freelancers to support tax professionals
handed back by delegating the work instead of doing it yourself
from idea to done, across every service you need
Frequently asked questions
How does Assist work for tax professionals?+
You tell us what you need in plain English and our team handles it end-to-end, from strategy to execution. Everything is covered by a plan tailored to your needs, so there are no per-project quotes or surprise invoices.
How quickly can we get started?+
As soon as you're ready. Depending on scope, we can often start the same day, larger engagements kick off within a few days once we've aligned on goals. Either way, you get a clear plan before we begin.
How do revisions and feedback work?+
Revisions are included. Just share your feedback and we turn it around quickly, no back-and-forth and no extra invoices.
Is there a long-term contract?+
No. The plan is month-to-month by default, so you can scale up, scale down, or pause anytime. Prepay terms simply lock in a lower rate.
Will I own everything you create?+
Yes. You retain full ownership of all deliverables, files, and any accounts or platforms we work in on your behalf.
Tell us what you need, get a custom offer within 24 hours
No packages to pick apart. No sales calls to sit through. Describe what you're looking for and our team will send back a tailored offer, priced to exactly what you need, delivered by one dedicated team.
- Fast response, within 24 hours
- Priced to your exact needs
- One dedicated team, one point of contact
- No contracts, cancel anytime