Each tool gives the prospect a genuinely useful result — and hands you a profile that tells you exactly which package to sell them. Below: four working tools, a mockup of the full generator, and the whole suite shown in your brand.
Lighter tools pull more leads and spread further; heavier tools pull fewer but hotter leads. Many operators run a light tool at the top of the funnel and the Roadmap generator as the deeper qualifier.
Prospect enters returns, average fee, and hours. Sees their realistic solo income ceiling versus a leveraged bureau model. The gap between the two numbers does the selling.
A short assessment that scores where the prospect is actually stuck — team, systems, marketing, licensing, or software — and returns a personalized fix-it map with the package that solves it.
The full generator: stage, goals, budget, and tone produce a six-section business roadmap ending in a matched package. Highest perceived value, hottest leads.
Try it. Enter a few numbers and watch the gap between “as much as one person can do” and “what the same effort earns under a bureau model.”
Illustrative model. Solo ceiling caps sustainable solo effort at ~65 hrs/week. Bureau income assumes each preparer files at your current volume and you keep a 25% bureau override (mirrors a 75/25 split). Real economics vary — adjust for your numbers.
Ten quick taps. The tool scores where the prospect is stuck and returns the order to fix it — plus the package that addresses their #1 constraint.
A preview of the full generator and a sample of the personalized roadmap it produces. The live build steps through stage, details, bottleneck, goal, package, and tone — then writes all six sections.
Solo preparer · Atlanta, GA · ~120 returns/season · Goal: build a bureau · Tone: direct & no-nonsense
At ~120 returns you've nearly maxed what one person can do in a season. Every return, deadline, and client question routes through you. The path forward isn't more hours — it's becoming the owner of a system other preparers run.
Georgia requires no separate state preparer registration beyond a federal PTIN, which lowers the barrier to adding preparers fast. Most local competitors are solo shops with no branded software — an opening for a bureau that looks established from day one.
Activate a structured referral network, claim and optimize your local listings, and use the calculator above as your own top-of-funnel lead magnet to recruit both clients and preparers.
This is a static sample. The full Tier 3 build generates this live from each prospect's answers and ends with a matched package + CTA.
Six quick questions return a readiness percentage, a verdict, and the exact pieces standing between her and adding preparers. Gamified, screenshot-able, and it primes her to want the thing that closes the gap.
She picks the states she wants to operate in and gets back the licensing reality for each — the part most preparers get wrong, and the part that positions you as the one who knows the multi-state game.
General guidance compiled for planning — not legal advice. State rules change; always confirm current requirements at the official agency link before operating. A federal PTIN is required in every state, and an EFIN is required to e-file.
Here's how any of these tools looks embedded on your site — your logo, your colors, your domain, your packages, your call to action. The same tools above, wrapped for the CEO.
Find out where you stand and which package gets you there. Keep 100% of your fees, with live U.S.-based support, training, and a branded client portal.
BRAND block at the top of the file — drop in the real logo and any client is live in minutes.