Lead types

Leads for every accounting service line

Each category has its own filters, live pricing and buyer profile.

Individual Tax Preparation (1040)

Households and individuals actively looking for someone to prepare their federal and state 1040. Many have W-2 plus side income, dependents or itemized deductions.

Exclusive $35.00 · Shared $15.00

Business Tax Preparation (1120/1120-S/1065)

Business owners who need corporate, S-corp or partnership returns prepared, often with bookkeeping cleanup attached.

Exclusive $75.00 · Shared $30.00

Bookkeeping & Monthly Accounting

Small businesses that want monthly books closed, reconciled and ready for tax time. Leads include monthly transaction volume and current software (QuickBooks Online, Xero or other).

Exclusive $60.00 · Shared $25.00

Payroll Services

Employers shopping for payroll processing and payroll tax filings. Leads include employee count and pay frequency.

Exclusive $50.00 · Shared $20.00

AI & R&D Tax Credits (Sec. 41 / software & AI development)

Companies building software, AI models or new products that may qualify for the federal research credit. Leads include annual R&D/dev spend band, number of W-2 developers and years of qualifying activity.

Exclusive $150.00 · Shared $60.00

Cost Segregation Studies

Commercial and residential rental property owners looking to accelerate depreciation. Leads include property type, purchase price / cost basis band and year placed in service.

Exclusive $175.00 · Shared $70.00

New Business / Entity Formation (LLC, S-corp election)

Founders forming an LLC or corporation, or considering an S-corp election. Great top-of-funnel leads that turn into annual tax and bookkeeping clients.

Exclusive $40.00 · Shared $15.00

Fractional CFO & Advisory

Growing companies that need part-time CFO leadership: forecasting, cash management, fundraising prep and board reporting.

Exclusive $150.00 · Shared $60.00

Strategic Tax Planning (high-income / business owners)

High-income earners and business owners who want a proactive tax strategy, not just compliance.

Exclusive $125.00 · Shared $50.00

IRS Representation, Back Taxes & Unfiled Returns

Taxpayers with IRS notices, balances due or unfiled returns. Leads include amount owed band, number of unfiled years and whether an IRS notice was received.

Exclusive $90.00 · Shared $35.00

Real Estate Investor Tax (1031, rental, STR)

Rental, short-term rental and 1031 exchange investors who need a preparer who understands real estate.

Exclusive $80.00 · Shared $30.00

Crypto & Investment Tax

Investors with crypto, staking, DeFi or active trading who need accurate reporting.

Exclusive $60.00 · Shared $25.00

Estate, Trust & Gift Tax

Executors, trustees and families who need estate, trust or gift tax returns prepared.

Exclusive $90.00 · Shared $35.00

Nonprofit Accounting & 990

Nonprofits needing bookkeeping, Form 990 preparation or audit readiness.

Exclusive $70.00 · Shared $30.00

Sales Tax Compliance & Nexus

E-commerce and multi-state sellers with nexus, registration or filing questions.

Exclusive $70.00 · Shared $30.00

Audit, Review & Compilation

Businesses that need audited, reviewed or compiled financial statements for lenders, investors or bonding.

Exclusive $120.00 · Shared $50.00

Business Switching CPAs

Businesses that already have a CPA but are unhappy and actively switching — often due to slow responses or missed planning.

Exclusive $85.00 · Shared $35.00

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Create an account, add a card and set your filters. Leads start arriving the moment you go live.