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, through email, social media 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, tax attorneys, and financial advisors 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
15–22×ROI at Advisor Tier
1Platform. Complete System.

Membership Plans

Simple, transparent pricing. No annual lock-in.

Every plan includes Done-For-You Starter Content — advisor-specific templates and a pre-built micro-book lead magnet ready to brand and publish. No starting from scratch.

Practitioner

$497

per month · cancel anytime

Tools + Templates

  • AuthorityPages — AI page builder
  • ClientPathways — funnel builder
  • StoryForge — AI copywriter
  • AuthorityCast — AI podcast creator
  • ClientReach — full CRM
  • AuthorityBook — AI book creator
  • LinkedInAuthority Analyzer™
  • Advisor content templates (social, email, landing pages)
  • Pre-built micro-book lead magnet (ready to brand)
Get Started

Advisor

$1,997

per month · cancel anytime

Content Flywheel

  • Everything in Practitioner
  • AI Automation Engine
  • UC1 — LinkedInAuthority System (onboarding audit)
  • UC2 — Social Media Engine (4 platforms)
  • UC3 — YouTube Creator (AI video avatar)
  • UC4 — Webinar & Workshop Engine
  • UC6 — Email Newsletter (weekly, S.T.A.R. Format)
  • UC7 — Email Campaign & Sequence Writer
  • UC10 — Podcast Engine (content repurposing + solo series)
  • Pre-built webinar template + slide deck
  • 5-part email nurture sequences
  • Digital Twin Lite — website chat widget (24/7 Q&A, lead capture, booking)
  • AI video avatar + voice clone
  • Content scheduler (approval-gated)
  • Isolated and secure hosting environment
  • Voice identity file (trained to your brand & tone)
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Typical ROI: 2–3 new engagements/month = $10K–$15K in new revenue

Principal

$3,500

per month · cancel anytime

Full Growth OS

  • Everything in Advisor
  • UC5 — Lead Generation & Outreach (enriched research + personalized sequences)
  • UC10 Prong 3 — Guest podcast series (prospects as guests)
  • UC11 — Flagship authority book (150–200 pages, Amazon KDP)
  • UC11 — Micro-book library (ongoing topic-specific lead magnets)
  • UC11 — Content multiplier (book → every channel)
  • Digital Twin Full — website chat + AI phone line + email autoresponder
  • Always on — on your website, on the phone, in your inbox
Apply Now

The Advisor ROI Benchmark

A fully operational TWH Advisor system generates 2–3 new tax planning engagements per month.

At a $15,000 average engagement value — consistent with our founder's experience and that of leading advisory practices — that's $360,000–$540,000 in new annual revenue, a 15–22x ROI at the Advisor tier. Over 5 years, at $75,000 client lifetime value, the platform creates over $13M in practice value against less than $120K in total cost.

The platform pays for itself with one client engagement. Everything after that is compounding return.

Calculate Your ROI →

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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