AI-Powered Growth for Tax Advisors

The Growth Operating System Built for Tax Advisors

Tax Wealth Hub automates your marketing, amplifies your authority, and delivers a steady pipeline of high-value clients — without adding headcount.

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The Platform

Everything a tax advisory practice needs to grow — fully automated.

AI Digital Twin

A trained AI persona that speaks in your voice — engaging prospects 24/7 across your website, WhatsApp, and phone channels.

Done-For-You Content Engine

LinkedIn posts, YouTube scripts, email newsletters, podcast episodes, and webinar assets — generated, scheduled, and published automatically.

Lead Generation System

Automated outreach to your ideal clients via LinkedIn — AI-powered sequencing that identifies, qualifies, and books appointments on your calendar.

Authority Book Publishing

A professional, advisor-branded authority book produced entirely by the platform from your expertise — the ultimate credibility asset.

Who It's For

Built for advisors ready to stop trading time for clients.

Tax Wealth Hub is designed for CPAs, EAs, and tax attorneys who deliver premium proactive planning — and want a predictable, automated pipeline of ideal clients.

The platform handles marketing, content, and outreach so you stay focused on what you do best: delivering exceptional tax strategy.

  • CPAs and EAs running advisory-model practices
  • Tax attorneys expanding into proactive planning
  • Financial advisors adding tax strategy as a differentiator
  • Multi-advisor firms seeking scalable marketing infrastructure
13Automated Use Cases
2–3×New Engagements / Month
22×Typical Platform ROI
1Platform. Complete System.

Membership Plans

Simple, transparent pricing. Annual commitment.

Starter

$797

per month, billed annually

  • AI Digital Twin (website + WhatsApp)
  • LinkedIn profile optimization
  • Social media content engine
  • Monthly email newsletter
  • Lead generation system
Apply Now

Growth

$1,997

per month, billed annually

  • Everything in Starter
  • YouTube video production
  • Podcast production & distribution
  • Webinar system & promotion
  • Authority book publishing
Apply Now

Authority

$3,500

per month, billed annually

  • Everything in Growth
  • Strategic Tax Council community
  • Dedicated onboarding & support
  • Custom AI persona training
  • Priority feature access
Apply Now

Charter Membership

Charter membership is now open.

A limited number of charter memberships are available at founding pricing. Submit your email to begin the application process.

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