Book 10+ Qualified Consultations Every Month
For R&D Tax Credit, Cost Segregation & Advanced Tax Planning specialists who are tired of unpredictable revenue months.
Leads Monky is a specialized tax lead generation agency that helps R&D tax credit consultants, cost segregation specialists, and tax planning experts book 10-15 qualified strategy consultations every month through systematic multi-channel outreach campaigns.
✓ Trusted by 50+ Tax Firms
✓ $2M+ Client Revenue Closed
✓ 60-Day Performance Guarantee
✓ Official Google Workspace Partner
Trusted by Industry Leaders
The Problem Every Tax Strategy Consultant Faces
You're exceptional at what you do.
You've saved clients $50,000 to $500,000 through R&D tax credits, cost segregation studies, and strategic entity structuring.
But your calendar isn't full because:
- Referrals are inconsistent - feast one month, famine the next
- You're a tax expert, not a marketer - cold outreach feels uncomfortable
- No time for lead generation - you're busy serving existing clients
- Past marketing agencies failed - they don't understand tax consulting
- High-value prospects are hard to reach - CFOs and business owners are busy
The Solution: A Done-For-You Client Acquisition System
We build you a complete lead generation system that runs 24/7:
Cold Email Campaigns
Target CFOs, controllers, business owners, and real estate investors with personalized outreach
LinkedIn Automation
Connect with decision-makers actively looking for tax optimization strategies
SEO for Tax Consultants
Rank #1 in Google for "R&D tax credit consultant [your city]" and cost segregation keywords
CRM & Follow-Up Automation
Nurture leads automatically until they're ready for a consultation
15-20 qualified consultation calls per month with prospects who have $10K+ budgets.
10 Qualified Consultations in 60 Days or We Work Free
Here’s exactly what we guarantee:
Within 60 days of launch, we’ll book you at least 10 qualified consultations with:
✅ Decision-makers only
(CFO, CEO, Controller, Business Owner, Property Owner)
✅ Companies doing $1M+ in annual revenue (verified through data enrichment)
✅ Perfect fit for your specialty (manufacturers for R&D, real estate for cost seg, etc.)
✅ Budget capacity of $10K+ (no tire-kickers)
✅ Show rate verified (they actually attend the scheduled call)
If We Don't Deliver
- Month 3 is FREE (no payment required)
- Month 4 is FREE (no payment required)
- We continue working 100% FREE until you hit 10 consultations
- Billing resumes once we deliver (then normal monthly rate)
Qualification Criteria:
This guarantee is valid when you:
- Respond to leads within 48 hours
- Maintain available calendar slots for bookings
- Approve messaging within 72 hours of submission
- Close at least 20% of consultations (proves your offer works)
Why the criteria? We can’t guarantee results if you don’t follow up on leads or if your offer doesn’t convert. This protects both of us
Who We Work With
We exclusively serve tax consultants specializing in:
R&D Tax Credit Consultants
Generate qualified leads from manufacturing companies, software developers, engineering firms, and technology businesses eligible for R&D tax credits. Target CFOs and controllers actively seeking tax optimization strategies.
Cost Segregation Specialists
Connect with commercial real estate investors, multifamily property owners, and real estate developers seeking cost segregation studies and bonus depreciation strategies.
Tax Planning & Entity Structure Experts
Book consultations with high-income business owners, entrepreneurs, and professional practices needing S-Corp conversions, asset protection, and tax-efficient entity structuring.
What We Do
Tax Consultant Lead Generation Services That Fill Your Calendar
A Complete Client Acquisition System — Done for You
Tax Consultant Lead Generation Services That Fill Your Calendar
Cold Email Marketing for Tax Consultants
Targeted outreach campaigns to decision-makers seeking R&D credits, cost segregation, and tax planning services.
LinkedIn Lead Generation for Tax Professionals
Relationship-based outreach connecting you with decision-makers actively seeking tax optimization and consulting services.
SEO for Tax Consultants
Search engine optimization to rank #1 for high-value tax consulting keywords in your target markets.
Choose Your Growth Package
All plans include our 60-day guarantee: 10 qualified consultations or we work free
Starter System
Perfect for solo practitioners ready to fill their calendar fast
- 2,000 New Prospects/Month
- 10,000 Cold Emails Sent
- 1,500 LinkedIn Connections
- Custom CRM Setup
- 12-18 Consultations/Month
Professional System
Growing firms ready to dominate their local market
- Everything in Starter, PLUS
- Google Business Optimization
- 35+ Local Citations
- 3 SEO Blog Posts/Month
- 18-28 Consultations/Month
Authority System
Established firms ready to scale nationally
- Everything in Professional, PLUS
- National SEO Strategy
- 8 Authority Blog Posts/Month
- 50 Follow-Up Calls Included
- 28-38 Consultations/Month
Ready to Fill Your Calendar?
Book your free strategy call and discover which package is perfect for your firm
Book Free Strategy Call →Quick Package Comparison
See the key differences at a glance
Monthly Investment
Lead Generation (All Packages)
SEO Services (What's Different)
Google Business
3 blogs/month
8 blogs/month
50+ keywords
Expected Results (Month 3+)
4-7 new clients
8-12 new clients
12-18 new clients
What's Included in Every Package
- Multi-channel campaigns
- CRM automation
- Daily monitoring
- Weekly reports
- Strategy calls
- Email support
- 10 consultations in 60 days
- Or we work free
- No long-term contract
💰 Your Year 1 ROI
See the real return potential with conservative estimates
Starter Package
Professional Package
Authority Package
🚀 Ready to Get Started?
Your path from signup to results in 6 weeks
Book Your Free Strategy Call
30-minute consultation to understand your goals
We Recommend the Right Package
Custom recommendation based on your needs
Choose Your Package
Select or customize the perfect plan
We Build Your System
2-week setup of CRM, campaigns & targeting
Launch & Results
Consultations start booking Week 5-6
Is This Right for Your Firm?
Perfect For These Specialists
- Manufacturers, tech, engineering firms
- $15K-$50K+ per engagement
- Proven case studies
- Commercial real estate, multifamily investors
- $8K-$35K+ per study
- 15-25+ engagements/year capacity
- Entity structuring, S-Corp, asset protection
- $2M+ revenue clients
- $10K-$40K engagements
- 15+ consultation capacity/month
- 24-48 hour response time
- 20%+ close rate
- Growth partner mindset
Not a Fit If You:
- Do general tax prep & bookkeeping
- Average under $5K/engagement
- No time for consultation calls
- Want instant 2-week results
- Need to micromanage emails
- Won't invest 90+ days
We'll review your application and schedule a fit call if we believe we can help
We Guarantee Satisfaction
Our clients love working with us, just read what they have to say!
Ready to Fill Your Calendar with Qualified Prospects?
Here's exactly what happens when you take action today
Your 60-Day Path to Results
30-min consultation within 24 hours
Your roadmap to 15+ consultations
2-week setup, you approve
Campaigns go live, prospects engage
Consultations start booking Week 3-4
15+ calls or we pay YOU $2,000
What You're Getting
📅 Book Your Free Strategy Call Now
We review every application and only work with firms where we're confident in delivering results.
FAQ - Tax Consultant Lead Generation Services
What do I need to provide to get started?
Minimal input—3–4 hours total:
(1) 60-min strategy call
(2) Onboarding form (business details, goals & ICP)
(3) ICP approval + LinkedIn credentials
(4) Calendar link
(5) Review and approve messaging
We handle everything else.
How does this work?
Four-stage system:
(1) Identify ideal prospects,
(2) Launch multi-channel outreach
(3) Automated nurturing until ready
(4) Book pre-qualified consultations.
How long does setup take?
2 weeks from signing to campaign launch
Week 1: Foundation setup
Domains and email accounts setup
LinkedIn profile optimization (if needed)
Week 2: Content and approvals
Outbound messaging creation
Your review and approval
What to expect next
Consultations typically start booking in Week 3–4 after launch.
What channels do you use?
Three channels:
(1) Personalized Cold email (10,000 monthly),
(2) LinkedIn relationship building (1,500 connections),
(3) SEO rankings for high-intent keywords.
What is tax consultant lead generation?
A systematic process of identifying and booking qualified consultation calls with decision-makers who need R&D tax credits, cost segregation, or advanced tax planning services—with verified $10K+ budgets.
Will cold email damage my professional reputation?
No. We position you as an educator sharing valuable insights, not a pushy salesperson. 50+ tax professionals served with zero reputation damage.
How many consultations can I expect per month?
10-30/month based on your package. All are pre-qualified decision-makers at $1M+ revenue companies with $10K+ budgets.
What is your 60-day performance guarantee?
We guarantee 10 qualified consultations in 60 days or Months 3-4 are FREE and we continue working at zero cost until you hit 10.
How long until I see results?
First consultations book within 10-14 days of launch. Hit steady state (15-20/month) by Day 60-90.
What close rate should I expect?
We don’t guarantee close rates (that’s your sales process), but clients typically report 35-45%—often higher than their referral close rates.
How do you ensure lead quality?
Four-layer qualification: (1) Revenue verification via databases, (2) Decision-maker confirmation via LinkedIn, (3) Specialty matching, (4) Budget signal detection
Can I pause the service during busy season?
Yes, with 30 days notice. Most tax consultants pause March-April during tax season, then resume May-February. Zero penalties.