ZeroTax Pro · For CPA firms
The return is free. The plan is the product.
Give away the return. Sell the advice. AI does the prep work. Your CPAs review, run the reports, and give the advice.
The model
One loop. Three parts.
- 01
Free returns
Taxpayers get their return prepared at no charge through a ZeroTax Pro firm.
- 02
Advisory revenue
AI flags returns with planning opportunities. The target: about 20% move into paid, year-round advisory.
- 03
Funded acquisition
ZeroTax funds the next wave of clients out of the advisory economics. The loop keeps turning.
How it works for firms
Three steps from application to advisory.
Apply
Tell us about your firm, your licenses and your capacity for new clients this season.
Review AI-prepared returns
Returns arrive prepped. Your team reviews, signs and runs the planning reports.
Offer advisory
The AI flags clients who may qualify for planning. You evaluate, model and advise.
Economics
What the loop could look like for one firm.
Illustration using default inputs (300 free returns, 20% conversion, $6,000 fee, 4 hours saved). Not a projection.
Change the inputsWorks with your stack