Case study · A California tax firm

A tax firm that used to go quiet after April.

Google and Meta ads, in English and Spanish. The situation and the work, in the owner’s words.

Tax forms, a pen and a calculator on a deskThe engagement

BusinessTax preparation

ChannelsGoogle + Meta

LanguagesEnglish + Español

GoalClients year-round

01 / The situation

A firm that went quiet half the year.

Before we started

A quiet phone after April

After the deadline the phone went quiet; the rest of the year ran on referrals and returning clients.

A segment never marketed to

Many small business owners look for tax help in Spanish. No one had asked them in Spanish.

02 / What we did

Google and Meta, in English and Spanish.

The work

Part 1

Campaigns by service

Tax planning, IRS notices, bookkeeping and extensions, each with its own budget.

Part 2

A separate Spanish build

Spanish campaigns on Google and Meta, with their own keywords and ads written in Spanish.

Part 3

Daily checks

Spend, search terms and ads checked every day; searches that did not fit, paused.

Part 4

A written report

Every week, so the owner knew what was running and what changed next.

03 / What changed

What changed, in the owner’s words.

A California tax firm

We were used to going quiet after April. Having leads coming in every single day in July was not something we expected. The bilingual piece opened up a whole segment we never marketed to.

Owner, California tax firm

04 / For you

What this means for you.

Score, fix, score again

Step 1

Get your score

Ten areas scored out of 100, by email within one business day, at no charge.

Step 2

The 30-Day Launch

We fix four areas: your ad account, how leads reach you, ad tracking and Spanish.

Step 3

You decide

At day 30 we score you again and go through it with you.

Ready? · English & Spanish

See where your marketing stands.

Start with the Marketing Scorecard. Ten areas scored out of 100, sent by email within one business day, at no charge.

Ten areas · No charge · English & Spanish