Fees and retainers, not enquiries
Rank channels by the revenue they produced rather than the forms they filled.
For Tax Resolution
Which channels produced retained resolution cases?
Match retained cases and the fees they earn to the calls and campaigns that produced them, in a market where most callers never engage.
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Tax Resolution workspace FY2026
Fees traced to a channel
$372,000 62% of $600,000 paid
- Google Ads $246,000 · 41%
- TV & radio $78,000 · 13%
- Meta Ads $48,000 · 8%
- Direct / Unknown $228,000 · 38%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$3,900
Matched · high confidence
The blind spot
What's actually happening
Tax resolution advertising is expensive and produces enormous call volume from people in distress. A minority retain, and call counts cannot tell you which channel produces them.
What you get
Built for Tax Resolution.
Long decisions, credited properly
An enquiry that becomes a client months later still credits the campaign that produced it.
Defensible to a partner or board
Only exact matches count automatically; anything weaker is flagged rather than assumed.
A worked example
The number you can take into a budget meeting.
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
Total revenue$600,000paid fees
Attributed to a channel$372,00062% of revenue
Average deal$3,900per paid sale
Match rate64%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 62 | $246,000 | 41% | |
| TV & radio | 21 | $78,000 | 13% | |
| Meta Ads | 13 | $48,000 | 8% | |
| Direct / Unknown | 58 | $228,000 | 38% |
01
Call volume is the metric most likely to mislead you here
This category produces calls at scale and retains a small fraction of them. A channel can look outstanding on cost-per-call and produce almost no engaged cases.
Ranking on retained fees rather than calls is the difference between a defensible budget and an expensive assumption, and in this category the gap between the two rankings is unusually wide.
02
Fee collection is staged, and that matters
Resolution fees are commonly collected over months. A case that looks small on the day it is signed may earn several times that by the time it closes.
Exporting collected fees rather than signed amounts, with the match held on the client, gives a ranking based on money actually received.
Why it matters
What changes when you can prove it.
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
The pushback we hear from Tax Resolution.
They say
Most callers never retain.
We say
Which is why retained fees are the measure. Unconverted calls appear as unmatched leads and cost nothing against your allowance.
They say
Fees are collected in instalments.
We say
Export collected fees with their dates — later payments keep crediting the channel that produced the client.
They say
Our clients are in a sensitive position.
We say
Only a contact detail, a fee and a date are needed. No balances, no notices, no case detail.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most tax resolution and IRS representation firms land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
Most popular
Growth
A business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Questions
Questions we get about Tax Resolution.
Anything else? Talk to us — a person answers, usually the same day.
Retained cases or collected fees: a client email or phone, the amount, and a date.
Yes, and for this category that is usually the better measure.
Only where an enquiry was captured — a tracking number or landing page list works.
No, but their export works as the second file if you use them.
Yes, with a case-type or balance-band column.
Encrypted, isolated per workspace, deletable, DPA available.
Yes. Nothing had to be installed at the time.
Case or fee rows analysed in a calendar month. Call rows do not count.
Nearby
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See how it worksStart today
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