AI marketing for tax prep and resolution businesses
The IRS accepted 5,464 of the 38,797 offers in compromise proposed in FY2025, and the operators advertising guaranteed settlements know that. Being the firm that tells the truth is a position worth taking.
Resolution marketing is loud, expensive and mostly dishonest, which leaves the honest version of it almost entirely unoccupied.
Written for a market full of noise.
Which tax business are you?
A prep chain with seasonal locations, a year-round tax practice, and an enrolled agent doing representation work sell to three different people at three different moments. Pick the one that matches what you run.
Tax prep and resolution use cases
Four jobs the platform runs on a tax account, in a market where credibility is the scarce thing.
Be Honest About Odds
What an offer in compromise actually is, against advertising that promises settlements.
Explain Your Credential
Enrolled agent, CPA, attorney or AFSP, and what each can actually do at the IRS.
Work The Off Season
Eight months when the chain down the road is a shuttered storefront.
Replies In Your Voice
Reviews answered as a practice that stands behind its work.
Other professional services firms we set up differently
Tax work sits next to the other practices where a credential decides what you are allowed to do.
Marketing by company size
The same platform, framed by how many people bill, not by what you advise on.
You have questions. We have answers.
What comes up on the first call with a tax business.
Everyone in resolution advertises settlements.
And the IRS has named offer in compromise mills on its Dirty Dozen list again in 2026, describing operators that overpromise results and charge high fees to people who do not qualify. Publishing the real numbers is a genuine differentiator in that market.
What are the real numbers?
In FY2025 taxpayers proposed 38,797 offers and the IRS accepted 5,464. Those are counts over the same period rather than a published acceptance rate, so present them as what they are, which is still far more honest than a guarantee.
Does the credential matter to clients?
It decides what you can do for them and almost nobody explains it. Enrolled agents, CPAs and attorneys have unlimited representation rights, while Annual Filing Season Program participants have limited rights and only for returns they prepared and signed.
Our business disappears for eight months.
Which is a choice rather than a law of nature. Year-round content is how a seasonal preparer becomes a year-round practice, and the off season is when nobody else in your market is publishing anything.
Sources
- Internal Revenue Service, Collections, activities, penalties and appeals, Table 4-1, fiscal year 2025, page updated 5 June 2026, read 24 September 2026. Offers proposed and offers accepted are counted over the same period but are not the same cohort.
- Internal Revenue Service, Dirty Dozen tax scams for 2026, IR-2026-30, 5 March 2026, read 24 September 2026. An awareness list, not an enforcement document.
Ready to Grow Your Business?
Find out how MoFlo's AI can take the work off your plate and power your business growth.