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Buy Tax Optimization Leads
Qualified & Exclusive.
Connect your brokers with future highly-taxed taxpayers and pre-retirees doing LPP buy-backs. Concrete Tax Optimization projects with pre-qualified budget.
Tax optimization in Switzerland: an ultra-competitive market.
With the increasing complexity of Swiss tax law and cantonal tax pressure, taxpayers are actively seeking to optimize their tax return to reduce their annual tax burden.
Tax optimization is often a major decision. Individuals compare, simulate, and demand responsiveness. This is where the traditional prospecting model runs out of steam: the client wants to be advised at the exact moment they express their need.
By buying tax optimization leads qualified, you guarantee your brokerage firm a steady flow of cases (Tax audit or Buy-back strategy), with the certainty of dealing with people who have already validated the size of their tax potential.
What a lead contains
- Project type Tax audit / Buy-back strategy
- Targeted savings > 2,000 CHF/year
- Planned LPP buy-back available. Yes (e.g., 50,000 CHF)
- Taxable income Validated
- Tax canton Vaud
A strict qualification funnel
The tax optimization sector demands solid cases. We filter intent through smart calculators and targeted advertising.
Google Ads (Intent)
Capturing the direct intent of users searching for transactional keywords such as "swiss tax optimization rate", "swiss tax optimization" or "LPP 3a buy-back deduction".
Meta Ads
Demand generation through targeted advertising: Swiss tax optimization, deductions, and tax return planning.
Tax qualification questionnaire (Calculator)
The prospect goes through an interactive tool (a calculator) ensuring they have thought about their income and assets.
Two types of prospects for your firm
We don't send you mere "window-shoppers". Each contact corresponds to a specific stage of the tax optimization cycle in Switzerland.
Annual Tax Audit
Taxpayers who already have a complex tax return (entrepreneurs, property owners) seeking an annual audit to identify possible optimizations.
- Existing tax return
- Annual income above CHF 100k
- Assets to optimize
First Optimization
Future clients discovering the stakes of tax optimization (3a, LPP buy-backs, deductions) and looking for support with their next tax return.
- Confirmed taxable income
- Size of tax potential (LPP, 3a, Cash)
- Willingness to deduct
Connected directly to your work tools.
In tax optimization, responsiveness makes the difference: the first accounting firm to contact the prospect wins the mandate in 78% of cases. Stop wasting time with manual exports. We automate the delivery of every tax optimization lead in real time.
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Instant Google Sheets Export A live-updated spreadsheet, ideal for your phoning or level 1 qualification teams.
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Connection to your CRM via Webhook, Zapier or Make
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Email notification with the tax data
What tax experts say
They chose to structure their client acquisition with us.
"The filter on the 20% tax potential is a huge time-saver. Before, I spent my days turning down unviable cases. Now, we talk directly about rates and strategies."
"We integrated these leads to complement our network of accounting firms and tax advisors. The volume is steady, and the quality of appointments allowed us to increase the agency's revenue by 35% this year."
"What I appreciate is the transparency. If they can't deliver in a specific canton in a given month, they say so. A true partner for our growth in German- and French-speaking Switzerland."
Estimate your tax volume.
The Cost Per Lead (CPL) in the tax optimization sector varies greatly depending on your criteria: targeted cantons, First optimization vs Annual audit, filters on income and canton.
- Define your target budget
- Our team analyzes the market (search rates)
- You receive a precise projection (Volume/CPL)
We answer your questions
Everything you need to know about our Tax Optimization leads.
Ready to grow your tax optimization portfolio?
Schedule a strategy call