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, for one flat monthly rate.
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✕Your reviews are outdated and inconsistent.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 in-house 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
Everything handled, under one simple plan
The All-Access Plan makes Assist your on-demand team for everything tax professionals need — websites, design, marketing, content, social, admin, and more — for one flat monthly rate. Use it as much or as little as you need; everything is simply there the moment it comes up, and you never pay for services you don't use.
- Every service included — no per-project fees
- One dedicated team, one point of contact
- Unlimited requests, with revisions included
- One flat rate — cancel, pause, or scale anytime
Choose how you'd like to pay — prepay and save
All-Access Plan
Everything Assist offers, available whenever you need it.
Billed $995 monthly. Prepay above to lock in a lower rate.
- Access to everything Assist offers — use what you need
- Unlimited requests
- Social media, websites & creative — on demand
- Marketing, strategy & consulting whenever it comes up
- One flat rate — never pay for what you don't use
- Cancel anytime
Custom
Dedicated capacity, shaped around you.
Have heavy or time-sensitive workloads? We'll dedicate additional resources to your account.
- Dedicated capacity for higher throughput
- Faster turnaround at scale
- Dedicated account management
- Tailored scope built around your goals
- Priority support
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 one flat monthly All-Access Plan, so there are no per-project quotes or surprise invoices.
How quickly can we get started?+
Most people are up and running within a few business days. Once we understand your goals, we share a clear plan and get straight to work.
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.