Marketing, intake and lead systems built for debt and tax relief firms.
People call a tax or debt relief firm when an IRS notice, a levy or a collection call has frightened them.
They want to talk to someone now, and they will call the first firm that looks credible. Winning that call is only half the job, because a case sold poorly turns into refunds, chargebacks and complaints. We build the front end for firms that want clients who stay: pages that explain the process honestly, funnels that qualify by debt amount and notice type, calls routed to the right intake team in seconds, and consent and disclosures captured correctly. Every case lands in IRS Logics, Forth or Salesforce with its source, so you know which channels produce clients who complete their resolution.
Questions this page answers
- Tax resolution marketing agency
- How to get tax relief leads that close
- Debt relief marketing that complies with the Telemarketing Sales Rule
- IRS debt help leads for enrolled agents and CPAs
- Can tax relief companies advertise on Google
- How to connect call tracking to IRS Logics
Step 1 of 2
How can we help you get found?
Next: name, email and budget. That’s it.
Where growth is won or lost in tax relief.
Tax and debt relief is a distress purchase. The trigger is usually a letter: a balance due notice, a notice of intent to levy, a lien filing, or a wage garnishment. Debt relief clients are often behind on several cards and fielding collection calls. They search, click and call quickly, often late at night. The firm offers a free consultation, then an investigation phase where an enrolled agent, CPA or tax attorney pulls transcripts and determines what resolution is realistic.
The business is won or lost on intake. A call center sells the case, and pressure to close can lead to promises the resolution team cannot keep. That is where refunds, chargebacks and complaints start, and regulators notice. The FTC Telemarketing Sales Rule restricts advance fees for debt relief sold by phone. Google and Meta restrict debt services ads. Prior vendors often sold cheap calls that did not qualify, or wrote claims that got accounts suspended.
Theory Road builds marketing that supports the resolution work instead of undermining it. We write honest pages for each IRS problem, qualify by balance and case type before routing, capture consent with TrustedForm, and send calls through CallRail and Twilio to the right intake team in seconds. Leads land in IRS Logics, Forth or Salesforce with source attached, and we report on signed cases, completed resolutions and refunds by channel, not call counts.
The problems we fix in debt and tax relief firms.
Leads that do not qualify
Many callers owe too little, have not filed, or want a free fix. Without qualifying by balance, notice type and filing status, intake teams burn hours and ad budgets pay for calls that never become cases.
Ad platform restrictions
Google and Meta restrict debt services advertising and flag certain claims. Accounts get limited or disapproved, and firms that relied on one platform lose lead flow overnight.
Refunds and chargebacks from aggressive selling
Promising settlements for pennies on the dollar closes calls today and produces refund demands, chargebacks and complaints later, which damage merchant accounts, reviews and regulatory standing.
Blind attribution after the sale
Cases move through investigation, resolution and payment plans over months, but marketing reports stop at the call, so nobody knows which sources produce clients who pay and complete.
Web, marketing, creative and systems for debt and tax relief firms.
Built on your accounts, wired into the tools your team already runs, and measured to booked work.
- IRS levy and garnishment page
- Unfiled returns page
- Offer in compromise page
- Installment agreement page
- IRS notice library
- Team and credentials page
- Process and fees page
- Free consultation funnel
Each page answers one intent, carries one call to action, and lands the lead in your CRM with the page attached.
Websites and digital product.
Pages for each IRS problem, such as levies, liens, unfiled returns, installment agreements and offers in compromise, explaining options honestly and who on your team handles them.
- Qualifying intake funnelsMulti-step forms that ask balance range, notice type, filing status and state before routing, with consent language and TrustedForm certificates captured.
- Credentials and team pagesPages naming your enrolled agents, CPAs and tax attorneys, with the credentials that let them represent taxpayers before the IRS.
- Fee and process transparency pageExplains the free consultation, the investigation phase, the resolution phase and how fees work, reducing the surprises that later turn into refund requests.
- Google search adsAlways on, heavier after notices
- SEO and notice contentAlways on
- Call tracking and routingAlways on
- Meta and YouTubeTested in flights
- Follow-up email and textWithin a day, then weekly
- CPA and attorney referralsOngoing, reviewed quarterly
Demand, search and reputation.
Search campaigns for levy, lien, back taxes and IRS notice terms, built to meet platform policies and weighted toward calls during intake hours.
- Notice-driven content and SEOPages explaining specific IRS notices and what to do next, which attract people who just opened a letter and need help.
- AI search visibilityStructured answer pages and consistent profiles so AI assistants describe your services and credentials accurately when people ask how to handle IRS debt.
- Follow-up sequencesConsented email and text follow-up for people who submitted a form but did not complete the consultation, with helpful next steps rather than pressure.
- Calm, credible ad creativeAds and landing pages that acknowledge the stress of an IRS letter without fear tactics, avoid government lookalike styling and make no settlement promises.
- Explainer videoShort videos from your enrolled agents, CPAs or attorneys explaining how investigation and resolution work, used on pages, in ads and in follow-up.
- Intake script supportTalk tracks and qualifying scripts aligned with what the ads and pages say, so the intake call matches the promise and nothing is oversold.
Brand, photography and collateral.
Ads and landing pages that acknowledge the stress of an IRS letter without fear tactics, avoid government lookalike styling and make no settlement promises.
- Explainer videoShort videos from your enrolled agents, CPAs or attorneys explaining how investigation and resolution work, used on pages, in ads and in follow-up.
- Intake script supportTalk tracks and qualifying scripts aligned with what the ads and pages say, so the intake call matches the promise and nothing is oversold.
Comes in from
- Website forms
- Tracked calls
- Ads and LSA
- Google Business Profile
Lands in
- IRS Logics (Logiqs)
- Forth
- Salesforce
Comes back as
- Per-source attribution
- Automated follow-up
- One weekly scoreboard
Built to your system of record, not around it. Nothing is re-keyed by hand.
Integration, automation and data.
CallRail numbers by source, with calls routed by case type and state to the right intake team, and after-hours overflow handled.
- Case system integrationLeads and calls written into IRS Logics or Forth with source, consent and qualifying answers, so intake starts with context.
- Consent documentationTrustedForm certificates, the exact consent language and the page version stored with each lead, supporting TCPA defense and vendor audits.
- Outcome-based reportingCases signed, investigation fees collected, resolutions completed, refunds and chargebacks tracked back to each marketing source in one monthly view.
What a great tax relief website contains.
The pages that do the selling for this kind of company, and what each one has to do to turn a visit into a call.
IRS levy and garnishment page
Explains what a levy is, how quickly to act and the options available, with an urgent call path to intake.
Unfiled returns page
Explains the path to compliance and why filing comes first, qualifying people who have not filed.
Offer in compromise page
Explains eligibility honestly, including that most taxpayers do not qualify, which attracts better-fit prospects and builds trust.
Installment agreement page
Describes IRS payment plan options, when a taxpayer can set one up alone, and when professional help is worth the fee.
IRS notice library
Pages for common notices explaining what each means and next steps, capturing people who just opened a letter.
Team and credentials page
Names enrolled agents, CPAs and attorneys with their credentials, supporting Circular 230 accuracy and trust.
Process and fees page
Walks through the free consultation, investigation and resolution phases, what each costs and how fees are collected.
Free consultation funnel
Multi-step form qualifying balance range, notice type, filing status and state, with consent capture and an instant callback.
Where the demand comes from, and when.
The tools debt and tax relief firms already run on.
We build to your system of record rather than around it. Leads, calls, jobs and revenue land where your team already works, with the attribution attached.
IRS Logics (Logiqs)
Web and call leads created as cases with source, qualifying answers and consent records.
Forth
Debt relief leads pushed with source and enrollment status returned for reporting.
Salesforce
Intake pipeline, sales team assignment and case outcomes mapped to campaigns.
CallRail
Source-level call tracking, recordings and qualified call conversions sent to ad platforms.
TrustedForm
Consent certificates captured on every form and stored alongside the lead.
Twilio
Instant callbacks and consented texts routed to the intake team.
What we run the account by
Qualified call rate.
Share of calls meeting your balance, case type and state criteria, measured by source.
Cost per signed case.
Marketing spend divided by clients who signed and paid for the investigation phase, by channel.
Resolution completion rate.
Share of signed clients who complete their resolution, the real test of lead and sales quality.
Refund and chargeback rate.
Refund requests and chargebacks as a share of signed cases, tracked by source to catch bad channels.
Speed to answer.
Time from call or form submission to a live intake conversation, tracked by hour and team.
Rules we respect
FTC Telemarketing Sales Rule.
Debt relief providers selling by phone generally cannot collect fees until they have renegotiated or settled at least one debt and the consumer has paid, with required disclosures.
IRS Circular 230.
Governs who may represent taxpayers before the IRS and restricts false or misleading advertising by practitioners.
No guaranteed settlements.
Marketing avoids promising settlement amounts, pennies on the dollar results or specific outcomes, and avoids implying government affiliation.
State licensing and ad platform rules.
Many states license or regulate debt adjustment, and Google and Meta restrict debt services ads. Rules vary; we build to the strictest one that applies.
The tax relief playbook.
Define the qualified case.
We agree on the balance ranges, case types and states you want, then build every funnel and routing rule around those criteria instead of raw call volume.
Build compliant pages and ads.
We write resolution pages, ads and intake scripts that describe services and fees accurately, avoid settlement promises and meet current platform policies before anything launches.
Route and answer fast.
Calls and forms go to the right intake team within seconds, with qualifying data attached, and consented follow-up runs for anyone who does not finish the consultation.
Optimize to completed cases.
We connect case outcomes back to sources and shift spend toward the channels whose clients pay their fees, complete resolution and do not request refunds.
- Strategy and brandwe lead it or back your team
- Paid mediamanaged day to day
- Search and AI visibilityrun and reported monthly
- Websites and hostingbuilt, hosted and cared for
- CRM and lead systemsrun for you or with you
- Creative and contentproduced in-house
Fully managed, alongside your team, or built and handed off. Month to month after the initial term.
Why debt and tax relief firms choose us.
We have built consumer financial lead funnels with multi-step forms, call routing, TrustedForm or Jornaya consent capture and CRM hand-off, the exact plumbing tax and debt relief intake depends on.
- Quality over call countWe measure success by cases that pay and complete, which keeps campaigns and scripts away from the claims that produce refunds, chargebacks and platform bans.
- Channel resilienceWe build owned search visibility, referral relationships and multiple paid channels, so one platform policy change or account review does not shut off your lead flow.
Reading for debt and tax relief firms.
- Lead Generation · Takeaway
You pay per qualified inbound call, not per click or form-fill, which suits any business that closes on the phone (home services, insurance, legal, healthcare, finance).
Lead Generation · 16 min read
Pay-Per-Call Marketing: How It Works and How to Buy It Safely.
Inbound calls convert harder than form-fills for phone-closing businesses, but the channel is riddled with junk traffic and compliance traps. Here is how the model actually works, what it should cost you, and how to buy it without getting burned.
Read - Systems & Integration · Takeaway
Send Google Ads a separate qualified-call conversion driven by CallRail tags or lead status, not every call that rings.
Systems & Integration · 10 min read
CallRail Google Ads Integration: Count Only Qualified Calls.
Most CallRail Google Ads setups report every ring as a win, so Smart Bidding learns from spam and vendor calls. Here is how we wire DNI, GCLID capture and tag-driven conversions so only qualified calls train the account.
Read - Lead Generation · Takeaway
Prior express written consent needs a clear disclosure, the named seller, the automated-technology language, a no-condition-of-purchase statement and an affirmative act such as an unchecked box.
Lead Generation · 9 min read
TCPA Consent Form Language for Web Forms: Examples That Hold Up.
What prior express written consent actually requires on a web form, where the one-to-one rule stands, what states add, three example consent paragraphs to hand your counsel, and how to store the proof so it travels with the lead.
Read
Hiring an agency for a tax relief business.
- Can tax relief companies advertise on Google?
- Google restricts debt services advertising, and depending on the country and service, advertisers may need to meet additional requirements or certification. Policies change, so we check current rules before launch, avoid prohibited claims and keep landing pages consistent with ads. Meta has its own financial services rules as well.
- How do you get tax relief leads that actually close?
- By qualifying inside the funnel and on the call. We ask about balance range, notice type, filing status and state before routing, target search terms tied to real IRS problems, and report back on which sources produce signed cases that complete. Volume alone is not the goal.
- Does the Telemarketing Sales Rule affect debt relief marketing?
- Yes. The FTC Telemarketing Sales Rule bars debt relief providers selling by phone from collecting fees before they deliver results under the rule's conditions, and it requires specific disclosures. It also covers many inbound calls prompted by ads. Your counsel should confirm how it applies; we build marketing that supports compliance.
- Who can represent a taxpayer before the IRS?
- IRS Circular 230 governs practice before the IRS. Attorneys, CPAs and enrolled agents generally have unlimited representation rights. Your pages should name who handles cases and their credentials, and marketing must not suggest that non-credentialed sales staff will represent clients before the IRS.
- How do you reduce refunds and chargebacks?
- We keep ads and pages honest about the process and fees, never promise settlement amounts, and align intake scripts with what marketing says. We also track refunds and chargebacks by source, so channels that attract poor-fit clients get cut before they cause damage.
Let’s grow your tax relief business.
A short note on where the business is and where it needs to go. A senior partner replies within one business day.