your cpa firm isn't showing up when clients ask chatgpt who to trust with their taxes.
tax season brings a flood of "best cpa near me" searches — and they're increasingly happening in chatgpt. this playbook is how you get in the answer.
people ask chatgpt for tax help the same way they used to ask their accountant friend. you need to be chatgpt's accountant friend.
"best cpa in chicago," "small business tax preparer near me," "who should i use for my taxes in boston" — every year, thousands of people ask chatgpt these questions. chatgpt returns 2 or 3 firms. those firms acquire the client. the relationship renews annually.
80 pages. built for tax preparers and cpas.
15 tax-specific chatgpt query faq answers
personal taxes, small business, s-corp, self-employed — formatted for ai citation.
tax professional schema markup
accountingservice, financialservice, localbusiness, faq schema. copy-paste ready.
page rewrites
homepage, services (personal, business, planning), about.
submission checklist
bing, perplexity, indexnow, google ai overviews.
the return on 1 retained client: 30x+.
one product. $99. everything we know about tax pros + ai search.
- →80-page tax-pro-specific playbook
- →15 tax-specific chatgpt query faq answers
- →accountingservice schema markup snippets
- →page rewrite templates: home, services, about
- →submission checklist
- →email support
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