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Perplexity

AI marketing for enrolled agents

You hold unlimited representation rights before the IRS and most of your market has never heard the phrase. Flo explains what your credential actually means, which is most of the sale.

The credential is genuinely strong and almost completely unknown, which is a marketing problem rather than a qualification one.

A credential, finally explained.

18 hours

of continuing education a non-credentialed preparer needs for limited representation rights1

2026

the year the IRS again named offer in compromise mills in its Dirty Dozen list2

Unlimited rights, and nobody knows the term

You can represent any taxpayer before any IRS office on any matter, which is more than most CPAs market and more than any seasonal preparer can do. The public has no idea what an enrolled agent is, and that gap is closed by explaining it repeatedly instead of assuming it.

An Unknown Credential

Real authority that the public cannot interpret.

Confused With Preparers

Lumped in with seasonal storefronts and filing software.

Outspent By Mills

Resolution advertising with far bigger budgets and bolder claims.

One Person, Every Job

Representation, preparation, admin and marketing on one desk.

Four apps, one agent, no keyboard

The drafting is done. What is left is judgment.

MoSocial

Daily Drafts

What you handled and what it means, approved between cases.

MoBlogs

What An EA Can Do

Representation rights explained, which is the content nobody writes.

MoMail

Clients And Referrers

The attorneys and CPAs who should be sending you representation work.

MoReviews

Replies In Your Voice

Answered as you, without confirming anybody's tax situation.

What it publishes across your year

Built from filing deadlines and when notices land.

  1. Jan to Apr

    Filing Season

    Preparation volume, published without any writing.

  2. May to Jul

    Notices Arrive

    Representation demand, which is your highest value work.

  3. Aug to Oct

    Extensions And Cases

    The second deadline and ongoing representation matters.

  4. Nov to Dec

    Planning

    Year-end moves and the referral relationships that carry January.

What MoFlo accounts in other industries have measured

300% more social impressions in 60 days on a high tech account. An 85% reduction in prospecting time on a construction account. Ten minutes of daily outreach on a real estate account.

Other professional services firms we set up differently

A seasonal chain and a staffed practice run different setups, so they do not get this page.

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.

The five that come up before an enrolled agent signs.

Nobody knows what an enrolled agent is.

Which is the piece of content almost nobody with your credential has written. Unlimited representation rights before the IRS is a meaningful claim, and explaining it plainly separates you from every seasonal preparer in your market.

How do I get representation work rather than returns?

By writing about notices and examinations rather than about filing. The people searching those terms have a problem worth solving, and almost nothing in the results is written by somebody with your authority.

Should I market to CPAs and attorneys?

They are your best referral source. Many of them do not want representation work and have nobody to send it to, so a short note explaining what you take tells them where to send it.

Resolution firms outspend me completely.

On advertising, yes. Not on being right. The IRS publishes both the offer numbers and a warning about mills, and quoting the actual figures is a credibility advantage no budget can buy.

What does it cost working alone?

MoMail is $79/mo and MoReviews $99/mo. MoSocial and MoBlogs are $149/mo each, and everything together is $299/mo, no contract and no setup fee. The free week runs on the cases already on your desk.

Sources

  1. Internal Revenue Service, Annual Filing Season Program, read 24 September 2026. The program is voluntary and confers only limited representation rights.
  2. 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?

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Our Pricing

Single Solution

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Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

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Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Our Pricing

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist

Single Solution

$49/month

Regular product updates included

Perfect to get started with a single application

Starting at $49 per month

Access to our support team

Business Bundle

Contact Us

Access to our support team

Combine solutions for a more powerful experience

Cost savings when combining multiple apps

Setup with onboarding specialist