AI Search Visibility for Tax Professionals · SEO / AEO / GEO

A taxpayer with an IRS notice just asked AI who can help. Was it you?

Forever Cited measures how often ChatGPT, Google AI, Claude, Gemini, and Perplexity name your firm when taxpayers ask for resolution, planning, and representation — then builds the cited authority those engines draw on. Measured weekly. Proven against a baseline. One firm per specialty, per market.

Free · Two minutes to request · No sales call before you see your numbers

  • Your 0–100 score
  • The actual AI answers, named
  • Your three biggest gaps
  • Whether your market is still open

“I just got a CP504 notice and I owe more than I can pay. Who near me actually handles this?”

For IRS collections matters in your area, three firms are frequently recommended:
1 A firm listed in the IRS Directory of Federal Tax Return Preparers
2 A firm listed on the NAEA Find an EA directory
3 A firm with strong reviews and a clean Better Business Bureau record
Your firm — not named

Every signal that put those three in the answer can be built. None of it is luck.

Taxpayers in a panic don’t compare ten links. They call the first name they trust in the answer.

Built for tax professionalsCircular 230 by construction
One firm per specialty, per marketyour competitors can’t hire us
Baseline-verified reportingevery claim measured, weekly
You approve every wordnothing publishes without you

The problem

Tax demand arrives in spikes. Visibility decides who absorbs them.

Your business doesn’t flow evenly — it surges. Filing season. The notice waves that follow IRS processing cycles. Quarterly deadlines. And when the surge hits, taxpayers don’t browse. They type the whole problem into ChatGPT or Google — best tax preparer for a small business, who can help with an IRS audit letter, enrolled agent or CPA for back taxes — and call whoever the answer names.

The cruelty of the spike is that you can’t catch up inside it. The firms named in February’s answers were the ones who built their authority in October. If your firm isn’t in the answer, the season goes to whoever is — and you never even know the call existed.

Ledger and calculator on a clean desk in soft light
Reputation you can verify. That is what AI systems cite — and what we build.

45%

of consumers used AI tools like ChatGPT to find a local business in the past year — up from 6% the year before.

BrightLocal, Local Consumer Review Survey, 2026

1.2%

of those businesses is all ChatGPT recommends. The answer is two or three names, and the rest are invisible.

SOCi, Visibility Index, 2026

Weekly

The same prompts, re-asked on five engines every week and scored against a frozen baseline — so you see your firm move, or see that it hasn’t.

The Forever Cited method, published at /methodology

Be the firm AI names when the next client asks. Measured every week. Proven against a baseline you can check.

That is the whole offer. Everything below is how we do it for your specialty, and what we will never do.

What we measure

The questions taxpayers ask AI — and that we measure for your firm

These are the prompts your audit runs, in your market, on all five engines. They are the questions people type before they ever call a tax professional. Your score is how often your firm is in the answer.

  • best tax preparer near me for a small business
  • tax professional for an irs audit letter
  • enrolled agent vs cpa for back taxes
  • tax planning advisor for self-employed [city]
  • how to respond to an irs notice
  • best tax preparer reviews [city]
  • tax advisor for a small business s-corp election
  • who can represent me in front of the irs

Your audit uses your market’s version of these. The weekly run re-asks every one, on every engine, and shows you the answers.

Which of these name your firm today? The free audit runs every one in your market and shows you the answers, word for word.

See my AI answers — free

Guardrails built in

Written to Circular 230. Every piece, every week.

Treasury Circular 230 §10.30, plus your state’s rules. Every piece we publish for you is written to Circular 230 §10.30 — no false, fraudulent, coercive, or misleading solicitation — and to the additions your state has made. You approve every word before it goes live. Most agencies hand you a draft and hope. We hand you a draft that already passed the rule.

What we will never publish for you:

  • Promise a guaranteed refund
  • Imply government affiliation
  • Promise “pennies on the dollar”
  • Create false urgency

The record AI checks

The directories AI checks before it names a tax professional

When an engine decides whether you are who your site says you are, it reads these first. We claim, correct, and verify every one — same name, same specialty, same office, everywhere.

IRS Directory of Federal Tax Return PreparersThe government-maintained record engines treat as authoritative for preparer credentials.
NAEA Find an EAEnrolled agent credential data engines cross-check against your site.
Better Business BureauComplaint history and accreditation status engines weigh as trust signals.
Google Business ProfileThe record engines pull hours, location, and review signals from first.

Is your record consistent on every one of these? One mismatch is enough to drop you from the answer. The audit checks each profile against your site.

Check my record — free

Method

How your firm becomes the answer

No jargon, no black box. Three moves, run every week, with the evidence in your inbox.

01Measure

Know exactly where you stand

We score your firm 0–100 across the questions real taxpayers ask in your specialty and market — resolution, planning, international, sales and use — on ChatGPT, Google AI, Claude, Gemini, and Perplexity, plus classic search, directories, and reviews. That score is frozen as your baseline. Everything after gets proven against it.

02Build

Publish the authority AI cites

AI systems cite practitioners who explain the process honestly — what a CP504 means, how an offer in compromise actually qualifies, when an installment agreement beats a levy fight. We draft that authority with your credentials front and center, free of outcome promises, and you approve every word before it publishes. Directories, entities, and reviews get fixed alongside it.

03Prove

See your name appear

Every week: the same prompts, re-asked. The actual answers, side by side with your baseline. Which engines name you now that didn’t. What moved, what’s next. If a number didn’t move, you’ll see that too — measured honestly or not at all. How we score.

The engagement

One engagement. Everything handled.

This is done-for-you. Your total time commitment is approving content and reading a five-minute weekly report.

Know exactly where you stand.Baseline audit: a Visibility Audit and 0–100 score, frozen as your fixed benchmark
Never guess what AI says about you again.Prompt-level monitoring across ChatGPT, Google AI, Claude, Gemini, and Perplexity
Become the source engines quote.Authority content — for your specialty — collections, planning, representation — you approve every word
Circular 230 care built in.Advertising review built into every piece; no promised outcomes, ever
Match everywhere AI looks.Directory, entity, and profile fixes across the sites AI systems trust
Grow the reviews engines weigh.Client reviews — email-only, no review gating, timed around your deadlines
See the proof every week.Your score, the actual answers, and the deltas vs. baseline, in a five-minute report
Keep your confidences where they belong.Private client portal with two-factor security; we never touch client files
Need the site and the data layer first?Foundation builds the site, brand, entity record and intake AI can verify — then this program runs on top of it

Pricing is shared in your audit readout.

Month-to-month. One firm per specialty, per market — when your market is taken, it’s taken.

Check if your market is open — free audit

Risk, reversed

Built so hiring us is the low-risk move

Month-to-month

No annual contract. The weekly proof keeps the relationship, not a signature.

Market exclusivity

We will never work for a competing firm in your specialty and market. In writing. Check if your market is open →

Circular 230, respected

No false, fraudulent, or misleading claims — no “pennies on the dollar” promises. Nothing publishes without your approval, and designations are used exactly as prescribed.

Taxpayer data, untouched

We never access returns, transcripts, or taxpayer records. Your confidentiality obligations stay exactly where they belong — with you.

You own everything

Every article, page, and profile we build belongs to your firm. Leave anytime; it all stays yours.

No fake promises

Nobody can guarantee what AI will say. Anyone who does is lying to you. We guarantee measurement, transparency, and work you can verify.

Questions

Questions tax professionals actually ask

What exactly is AEO and GEO, in plain English?

SEO ranks you in the list of links. AEO — Answer Engine Optimization — gets you named in the answer AI gives instead of the list. GEO — Generative Engine Optimization — gets you cited as a source those engines trust. A taxpayer with a levy notice reads one answer, not ten links, so being the answer is the whole game.

My work is seasonal. When is the right time to start?

Before the spike, not during it. Authority that changes AI answers compounds over 60–90 days, so the firms named in filing-season answers built their footprint in the fall. Starting in the off-season means the surge arrives while your name is already in the answer — and it keeps working every season after.

Is this compliant with Circular 230’s advertising rules?

By construction. §10.30 prohibits false, fraudulent, or deceptive claims, so nothing we draft promises refunds, guarantees outcomes, or overstates credentials. You approve every word before publication, and enrolled agent designations follow the prescribed wording. Your compliance review happens before anything is public.

I’m up against national tax-relief advertisers. Can a local firm actually compete?

In AI answers, yes — often better. Engines increasingly weigh verifiable credentials, local presence, substantive published expertise, and corroborating reviews over ad spend. A credentialed local firm that publishes honest, specific answers is exactly what these systems are built to surface.

Do you need access to client returns or IRS transcripts?

Never. We work entirely from public information — your website, directories, review profiles, and what AI engines say about your market. Returns, transcripts, and taxpayer records stay inside your firm.

What does an engagement cost?

We share exact pricing in your audit readout, after we’ve seen your market and scope. What you should know now: it’s a done-for-you engagement with market exclusivity — we turn away every competing firm in your market — billed month-to-month with no long-term contract.

What do I get in the free audit — and what’s the catch?

Your 0–100 score, the real prompts taxpayers use for your specialty and market, the actual AI answers showing which firms get named, and your three biggest gaps — delivered in a 30-minute readout. The “catch”: we take one firm per specialty per market, so the audit is also how we decide fit, on both sides.

The free audit

Find out what AI says when the next notice lands.

Get your free Visibility Audit Scheduling link within one business day

What you get, free, in a 30-minute readout. One audit per firm.

Your 0–100 Visibility Score — frozen as the baseline if you go ahead
The actual AI answers for your market — which firms get named, and why
Your three biggest gaps — in order, with what closes each one
Whether your market is still open — one firm per specialty, per market

Free. No credit card, no contract, no pitch before you see the numbers. If the audit shows you are already the answer, we will tell you so.