ProspectorBuddyBooked Appointments for Tax Professionals

Apply for a founding slot

For certified public accountants (CPAs), enrolled agents (EAs), tax attorneys, and resolution firms. We onboard a limited number of firms so every client gets real delivery. Tell us who you are; we reply within two business days, usually faster, with a short call to set up your calendar.

Founding Firm offer: your first booked appointment is free. Limited to the first 10 firms we onboard.

Your name

Firm name

Phone

(we call to set up your calendar)

Your credential

CPA Enrolled agent Tax attorney Resolution firm (mixed)

States you serve

Enrolled agents can take prospects from any state; attorneys are matched only to states where you're licensed.

Prospect sizes you'll accept (pick all that apply)

Standard · under $25k · $150 Plus · $25k to $75k · $250 Premium · $75k+ · $400

All three are on by default; the tier is set by the prospect's confirmed debt, and each showed appointment draws that tier's price from your retainer. Change your mix anytime in the portal.

How many appointments can your firm actually take per week?

Honest capacity gets you better routing. Overcommitting and no-showing hurts your delivery priority.

Anything we should know? (optional)

No card, no commitment. If your free appointment shows and you want more, you open an account then. If not, there's no further obligation either way.