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Tax Planning Firms Stop Chasing Referrals. Install an AI Infrastructure That Books $500K+ W-2s and 7-Figure Business Owners for You.

We build and deploy a fully automated growth engine inside your firm in 45 days...guaranteeing! 10–15 qualified tax planning appointments or we work for free.

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Is This for You?

TAXFLOW AI™ is built exclusively for tax and accounting firms that:

  • Sell Tax Planning: You lead with high-value strategy, not just compliance.
     

  • Target High-Net-Worth: You want business owners ($1M–$5M revenue) or high-income W-2 earners ($500K+).
     

  • Value Systems Over Hustle: You want a predictable asset, not more manual labor.

This is NOT for: Compliance-only firms, low-ticket/high-volume models, or firms unwilling to turn away unqualified prospects.

From $38K to $68K in a Month — and Still Climbing

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We don’t talk theory. We build systems that add tangible revenue fast... like Mia, who’s now tracking toward $100K/month using our process.

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Most Firms Don't Have a Lead Problem.

 

They Have a Conversation Quality Problem.

 

Relying on referrals is unscalable

 

And hiring junior staff to "filter" leads

Often results in your calendar filling with people

 

Who can't afford your advice​

 

High-net-worth prospects don’t want to be sold​

 

They want to be filtered

 

Through a professional, immediate, and intelligent process.

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Introducing:

TAXFLOW AI™ Infrastructure

This is not software you "log into."
It is a done-for-you growth infrastructure built inside your firm that:

  • Engages Automatically: Immediate interaction with every prospect.
     

  • Qualifies Intelligently: Uses AI logic to filter out poor-fit leads before they reach your desk.
     

  • Books High-Quality Calls: Only "A-Player" prospects get onto your calendar.
     

  • Follows Up Relentlessly: Ensures high show-up rates without manual staff effort.

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In 45 days, we deploy your fully automated system.
You own the assets - the funnels, the copy, and the AI logic stay with you forever.

What You Get:

  • Messaging & Offer Engineering: Hooks and qualification flows designed for HNW clients
     

  • The Vault: Landing pages, booking systems, and CRM integration.
     

  • Traffic & Management: AI-assisted outreach and managed campaigns.
     

  • The Guarantee: If you don't receive at least 10 qualified appointments in 45 days, we work for free until you do.

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Founder
Yuvraj Amhore

The Guy Who Guarantees What Others Won't

Most marketing agencies will promise you "leads" and "awareness."

I promise you booked appointments or I work for free.

Why? Because I've spent 2 years obsessing over one thing!

 

Cracking the code on how tax planning firms attract high-value clients without begging for referrals or wasting hours on LinkedIn.
 

The result? An AI-powered system that's generated over 500 qualified appointments for firms just like yours.
 

My clients don't wonder if they'll hit their revenue goals.

They plan around the appointments flooding their calendar.

If I can't deliver 10 qualified appointments, you don't pay.

 

That's not confidence - it's certainty.
 

Ready to stop guessing and start growing?

© 2025 Shivanga Consultancy Private Limited. All Rights Reserved.

BookedFirms™ is a brand owned and operated by Shivanga Consultancy Private Limited, registered under the Companies Act, India.

Disclaimer:This site is not a part of the Facebook™ website or Facebook Inc. Additionally, this site is not endorsed by Facebook™ in any way.

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