AI-Powered Growth for Tax Advisors

The Growth Operating System Built for Tax Advisors

Tax Wealth Hub automates your marketing, amplifies your authority, and delivers a steady pipeline of high-value clients — without adding headcount.

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The Platform

Everything a tax advisory practice needs to grow — fully automated.

AI Digital Twin

A trained AI persona that speaks in your voice — engaging prospects 24/7 across your website, through email, social media and phone channels.

Done-For-You Content Engine

LinkedIn posts, YouTube scripts, email newsletters, podcast episodes, and webinar assets — generated, scheduled, and published automatically.

Lead Generation System

Automated outreach to your ideal clients via LinkedIn — AI-powered sequencing that identifies, qualifies, and books appointments on your calendar.

Authority Book Publishing

A professional, advisor-branded authority book produced entirely by the platform from your expertise — the ultimate credibility asset.

Who It's For

Built for advisors ready to stop trading time for clients.

Tax Wealth Hub is designed for CPAs, EAs, tax attorneys, and financial advisors who deliver premium proactive planning — and want a predictable, automated pipeline of ideal clients.

The platform handles marketing, content, and outreach so you stay focused on what you do best: delivering exceptional tax strategy.

  • CPAs and EAs running advisory-model practices
  • Tax attorneys expanding into proactive planning
  • Financial advisors adding tax strategy as a differentiator
  • Multi-advisor firms seeking scalable marketing infrastructure
4Social Platforms Automated
2–3×New Engagements / Month
$360K–$540KNew Annual Revenue
1Platform. Complete System.

Membership Plans

Simple, transparent pricing. No annual lock-in.

Every plan includes Done-For-You Starter Content — advisor-specific templates and a pre-built micro-book lead magnet ready to brand and publish. No starting from scratch.

Content Engine

$197

per month · cancel anytime

Tools + Templates

  • Authority One-Pager
  • Authority Micro-Book (onboarding title + a new title each quarter)
  • S.T.A.R. Script Framework Kit™
  • Client Email Template Pack
  • AI social content for 4 platforms (approval-gated)
  • Weekly client newsletter
  • Basic email sequences
  • LinkedIn Quick Wins Audit on-demand
  • Client-Ready IRS Alert Digest
  • Tax Season Content Kit
  • 30-Day Strategic Content Calendar
  • Platform modules: profile, CRM, dashboard, content vault, approval gates
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Authority Engine

$497

per month · cancel anytime

Content Flywheel

  • Everything in Content Engine
  • AI Automation Engine
  • LinkedIn optimization system (guided onboarding audit)
  • YouTube Creator (AI video avatar + voice clone)
  • Webinar & Workshop Engine
  • Email Campaign & Sequence Writer
  • Champion Sequence (book-powered prospect campaigns)
  • Podcast Engine (content repurposing + solo series)
  • Pre-built webinar template + slide deck
  • 5-part email nurture sequences
  • Digital Twin Lite (24/7 Q&A, lead capture, consultation booking)
  • Content scheduler (approval-gated)
  • Voice identity file (trained to your brand & tone)
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Authority Empire

$1,497

per month · cancel anytime

Full Growth OS

  • Everything in Authority Engine
  • Lead Generation & Outreach (enriched research + personalized sequences)
  • Guest podcast series (prospects as guests)
  • Flagship authority book (150–200 pages, Amazon KDP)
  • Micro-book library (ongoing topic-specific lead magnets)
  • Content multiplier (book → every channel)
  • Digital Twin Full (chat + real-time voice + email autoresponder)
  • Always on — on your website, in your inbox, around the clock
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The Authority Engine ROI Benchmark

A fully operational TWH Authority Engine system generates 2–3 new tax planning engagements per month.

At a $15,000 average engagement value — consistent with our founder's experience and that of leading advisory practices — that's $360,000–$540,000 in new annual revenue — for $497 a month. Over 5 years, at $75,000 client lifetime value, the platform creates over $13M in practice value against less than $30K in total cost.

The platform pays for itself with one client engagement. Everything after that is compounding return.

Calculate Your ROI →

Charter Membership

Launching September 15 — Join the Waitlist.

Tier 1 launches September 15, 2026. Submit your email to join the waitlist and be first in line.

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