Circular 230-compliant systems

Get & Close More Tax Rez Leads

Guaranteed

Supercharge your business with Tax Rez Workflows — Plug ‘n Play, Circular 230-compliant Tax Rez Strategies tailored for seamless integration and phenomenal results.

Using years of intimate firsthand industry experience in the marketing and sales of tax resolution services, we’ve created a system designed to scale small to medium sized tax resolution firms while making it look and feel easy.

Lead-recovery calculator
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Enter your own numbers below to see how much revenue you’re leaving on the table.

Monthly leads
Editable
Current close rate
%
Editable
Avg. case value
$
Editable
Closing today
10cases / month
$20,000 / month
With 20–60% more closed
+2–6leads / month
+$4,000–$12,000 / month
Recovered / year$48,000–$144,000

Based on the 20–60% lift in closed leads our system drives. Estimates only.

Abstract flowing gold ribbons representing a steady flow of tax resolution leads
70,000
exclusive leads produced
20-60%
more leads closed
$20M+
put into Client bank accounts
100%
guaranteed results
The reality

Sick of Wondering When You’re Getting Your Next Client?

Frustrated accountant sitting at a cluttered desk beside their glowing open sign, overwhelmed by paperwork

You keep trying new things hoping something will finally stick, but how many times have you been through this?

How much longer until you finally get it right?

Show Me How Easy My Life Could Be
The leaky bucket

Leads Converting Like S h * t ?

Diagram of a leaky funnel bucket showing leads and opportunities leaking away at every stage from campaigns down to clients

We’ve found that Tax Rez firms are leaving at least 20% of their leads for some other firm to scoop up because they simply lack an effective system to manage and convert them.

Just like delinquent taxpayers - are you ready to face the truth?

Or will you continue to let the IRS of Life garnish your HAPPINESS?

Get Me More Clients Yesterday
The cycle ends here

Burning Out From Trying and Failing Over and Over?

Glowing hand presenting a signed Tax Resolution Engagement Letter

Repeatedly, we’ve found the same problems - not managing leads effectively; no KPI tracking; and fragmented operations that are impossible to scale.

Do you want a ✨solution✨?

Or to stay where you are?

This is your sign.

Show Me The Way
About us

Who Are We?

Tax Rez Workflows is a Tax Resolution-only Marketing, Automation, and Operations company — we take almost everything but the resolution work off of your shoulders.

Since 2021, we’ve been generating, managing, and helping close leads for Tax Resolution firms all over the country.

With firsthand experience converting leads from a piece of paper with appending done by a 5-year-old placed on our desks 2 years after the NFTL was filed to tens of thousands of dollars EVERY MONTH, we want to share the juicy fruits of our years of in-the-trenches labor.

Find Out How We Can Help
Results

Firms that scaled their caseload

“We went from 8 tax rez cases a month to over 30. The workflows just plug in and the leads keep coming — compliant and ready to close.”
MD
Marcus Delgado
Managing Partner, Delgado Tax Resolution
“Circular 230 compliance used to slow every campaign down. Now it's baked in and we move faster than ever without the risk.”
PA
Priya Anand
Director, Summit Tax Group
“This is the first system that actually scales a firm like ours without adding headcount. It makes growth look easy.”
TB
Trevor Banks
Founder, Banks Resolution Co.

Your most profitable quarter starts now

Book a free strategy call. We’ll map your Plug ‘n Play tax rez workflows and show you exactly how to get — and close — more leads.

No obligation. Results guaranteed.