Tax clients with their documents in hand.
Season is short and no-shows are expensive. We confirm the filing type, the complexity, whether W-2s or 1099s are ready and how soon the client intends to file before the appointment hits your book.
Tax Preparation program at a glance
- Monthly plan
- $399 / month
- Per-lead charges
- None
- Exclusivity
- One buyer per lead
- Time to first lead
- 24–48 hours
- Industry SEO
- Included
- Contract
- None · cancel anytime
Human verified
A person on our team contacts and screens every tax preparation lead before release.
Yours only
Delivered to one business. Never resold or shared with competitors.
SEO included
Search program tailored to tax preparation buyer intent in your service area.
$399 per month
Flat monthly pricing, no per-lead invoices, cancel anytime.
Our tax preparation verification checklist.
Before a tax preparation lead reaches your portal, our team confirms every item below. If it does not clear the checklist, it is not delivered.
- Filing type confirmed — individual, joint, self-employed or small business
- Return complexity noted, including schedules, dependents and multiple states
- Document readiness verified — W-2s, 1099s, prior-year return
- Prior-year or back-tax issues and IRS notices flagged
- Filing timeline stated and office ZIP matched to your service area
We find them
Our team identifies homeowners in your ZIP codes with a live, present need — not names bought from a list.
We call them
A real conversation confirms the need, the authority to decide, and the timeline to act.
You get one shot each
The verified lead is assigned to you alone, with notes and follow-up tracking in your portal.
Choose how tax preparation leads reach you.
Appointment booking
We qualify the prospect and place the appointment directly on your calendar, confirmed with the customer.
Scheduled calls
We arrange a live conversation between you and a verified prospect at a time you both hold.
Raw verified leads
Full contact and qualification details land in your portal the moment verification clears.
SEO tailored for tax preparation businesses.
Your plan includes a search program written for this industry — the exact phrases tax preparation buyers type, mapped to the cities and ZIP codes you serve. Verified leads fill your calendar now; the SEO work compounds so your own site keeps producing.
Local pages that rank
City and service pages built for the areas you actually cover, with the schema and structure search engines expect.
Profile and citation work
Consistent business details across the maps and directory listings that drive local discovery.
Reported in your portal
Search visibility and inbound activity tracked beside every lead we deliver.
Tax Preparation plan pricing
One flat plan at $399 per month for full service. No per-lead invoices, no tiers, no setup fees, no contract.
- Hand-verified, exclusive leads in your category and service area
- Your choice of delivery: booked appointments, scheduled calls, or raw leads
- Industry-tailored local SEO built for your business type
- Client portal with lead notes, status and follow-up tracking
- No-show appointment credits applied automatically
- Month-to-month. No contract, no cancellation fee
What your $399 a month covers
One flat $399 a month covers everything: market research, hand-verified exclusive leads, industry-tailored local SEO and your client portal. No per-lead fees, no setup fees and no contract — you stay only as long as the work pays for itself.
We confirm your service area, category criteria and delivery preference, then start prospecting.
Verified leads begin arriving in your portal while your industry SEO pages go live.
Continuous lead delivery and ongoing SEO work. Cancel any time from the portal.
What is not included
Nothing hidden: no onboarding fee, no per-lead charges, no long-term agreement. Optional add-ons such as website design and virtual answering are quoted separately and only if you ask for them.
Tax Preparation leads, explained.
Can I focus on business returns instead of simple 1040s?
Yes. Filing type and complexity are captured on every lead, so your program can be weighted toward self-employed and small-business returns where your fees are higher.
How much does it cost?
The Shedlr Growth Plan is $399 per month. There are no per-lead charges and no contract — cancel any time from your client portal.
How are leads delivered?
You choose: a booked appointment on your calendar, a scheduled phone call, or the raw contact and qualification details the moment we verify them.
Is the SEO work really industry-specific?
Yes. Your tax preparation program is built around the search terms buyers in this industry actually use, mapped to the ZIP codes you serve.
Start your tax preparation program for $399.
Verified, exclusive tax preparation leads and industry-tailored SEO, live within 48 hours. Flat monthly pricing.
No contract · cancel anytime · leads never resold