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Tax Office Specialization · InnovaGrow

Get Your Tax Office Fully Booked This Season

Outsource your calling to trained appointment-setting agents who bring back your returning clients, non-returning clients, drop-offs, incomplete docs, and missed leads. Guaranteed.

Book a Free Strategy Call
Tax Offices EAs & CPAs Full-Season Calling
Tax Office Calendar — Live Status
Returning Client Reminder
Booked for Jan 15
Booked
Incomplete Docs Follow-Up
Callback scheduled
Follow-Up
Non-Returning Reactivation
Last filed 2 years ago
Recovered
100%
Calendar Full
60%
Recovery Rate
2x
Returning Rate
The Problem

Why Tax Officers Hire Us

Running a tax office during the season is chaotic. Returning clients expect reminders. Clients with incomplete documents disappear. And missed leads go straight to competitors. Your team is already overloaded, you don't have time to chase thousands of people.

Call Returning Clients

We contact every returning client to remind them it's tax season and schedule their appointment before they go elsewhere.

Bring Back Non-Returning

We re-engage clients who haven't filed in 1 to 3 years, understand why they left, and win them back with incentives.

Follow Up on Incomplete Docs

We chase down clients with incomplete documents and get them back in to finish their filing before the deadline.

Recover Drop-Off Clients

We reach out to clients who started but never completed their tax preparation and bring them back to finish.

Re-Engage Missed Leads

We follow up with every lead that came in but was never contacted or converted, turning missed opportunities into appointments.

Keep Your Calendar Full

Every single day, your calendar stays booked with qualified appointments ready to be served.

What We Do

We Handle Every Call and Follow-Up From Start to Finish

Contact your full client list regularly
Follow up multiple times with each contact
Send reminders to all scheduled clients
Handle email follow-ups professionally
Reschedule and confirm appointments
Update your CRM, spreadsheets, and calendar
Track document needs and client progress
Provide daily and weekly reporting
Become your virtual call center

We become your virtual call center, working exclusively for your tax office.

Your Calendar Will Stay Full — Or We Work Extra at No Additional Charge

No fees for extra follow-ups. No fees for additional reminders. We do whatever it takes to keep your schedule filled throughout the entire tax season.

How It Works

Three Steps to a Full Calendar

Schedule a Strategy Call
We learn about your office, your goals, and the client list you want us to work with.
We Assign Your PM & Agent
Your agent immediately begins contacting your entire database. Your PM handles quality control, reporting, and communication.
We Call All Season Long
Returning clients, non-returning, drop-offs, incomplete docs, missed leads, and new inquiries. Your calendar fills up consistently.
Who We Work With

We Support Every Type of Tax Office

Whether you handle 300 returns or 3,000, we can support your volume.

Independent Tax Offices
Multi-Location Tax Firms
EAs & CPAs
Liberty Tax Franchise Owners
Remote Tax Preparers
Accounting & Bookkeeping Firms
Real Results

Over the Past Few Seasons, Our Callers Have Helped Tax Offices

40-60%
Of non-returning clients brought back to file again
25-35%
Of incomplete-document clients recovered and completed
2x
Returning client rate doubled compared to previous seasons
4 mo
Calendars filled consistently for January, February, March, and April
Testimonials

Real Results From Real Tax Offices

We were fully booked the entire season. InnovaGrow handled thousands of calls, worth every dollar.
Tina
Liberty Tax · Franchise Owner
We brought back so many old clients we thought were gone forever.
Marcus
Independent ERO
InnovaGrow helped Diamond Eagle Tax stay fully booked all season. Reliable, consistent, and absolutely worth it.
Rangy Page
Diamond Eagle Tax
What You Get

Everything Is Done For You

Dedicated calling agent
Dedicated project manager
Daily spreadsheet updates
End-of-day summaries
Weekly and monthly reports
Full-season calling and follow-ups
Reminders and confirmations
CRM and calendar management
Everything done for you
Case Studies

Real Results From Real Tax Campaigns

See how InnovaGrow has helped tax offices across the country fill their calendars and reactivate their customer bases.

Flatlands Avenue Tax Plus
Brooklyn, New York
200+
Appointments
179
In-Person
Reactivated returning and non-returning customers to generate 200+ appointments in a single tax season.
View Case Study
Liberty Tax
3 Locations
440
Appointments
3
Locations
Multi-location campaign with tailored scripts generating 440 appointments across three offices.
View Case Study
Diamond Eagle Taxes
Multi-Season Campaign
560
Appointments
3
Filing Options
Incentive-driven reactivation with in-person, drop-off, and virtual options generating 560 appointments.
View Case Study
Wolf Ventures
4 Locations in NY
780+
Appointments
4
Locations
Coordinated multi-location outreach across four New York offices generating 780+ appointments.
View Case Study
Tailored Plan

Your Tax Office Is Unique, So Your Plan Is Tailored

Every tax office has different goals, client volumes, and follow-up needs. On the strategy call, we'll review your requirements and recommend the exact support structure that will deliver the best results for your season.

Book a Free Strategy Call
Ready to Start?

Ready to Fill Your Calendar
This Tax Season?

Let's walk you through how our agents can contact your entire list and get your clients booked. Your calendar stays full, or we work extra at no additional charge.

Book a Free Strategy Call