Lead category

Individual Tax Preparation (1040) leads

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.

Typical buyer

Tax prep offices, franchises, EAs and CPA firms with seasonal 1040 capacity.

Filters available

  • State / ZIP
  • Entity type
  • Revenue band
  • Employee count
  • Industry
  • Timeline
  • Has a current CPA

FAQ

Are these W-2 only filers?+

No. Leads capture tax years needed and entity type so you can target filers with Schedule C, rental or investment income.

When is volume highest?+

January through April, with a second bump before the October extension deadline.

Related lead types

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