CONSULTING
The vision I can deliver on
In Houston I told you I was moving forward and would return with what I am building. Here is the plan I have devised for EnrolledAgent.com.
You mentioned lead generation as the near-term, immediate priority, and this plan does just that. I take the two people you already engage, the software engineer and the content creator, off your plate and point them at one goal: turning EnrolledAgent.com into a source of qualified leads for enrolled agents. Nothing new is spent where they are concerned; the team is in place. What changes is where their effort lands and who carries the weight of directing it. You stay free to focus on the firm, stay on top of the acquisition, and do the work only you can do.
Six years of your time and investment built real assets: the trademark, the brand, a library of over a thousand articles, and a directory that already carries the entire profession. What the platform has not yet had is one repeatable path from a taxpayer with a problem to the right enrolled agent who solves it. This blueprint builds that path. It will be deliberately small at first, and proven before it is packaged and marketed to the masses.
Why strong assets fail to capture revenue
Here is the problem. The platform's two strongest assets both let people leave without ever making a connection.
The front door today is the search page. A visitor arrives, searches by zipcode, city, state, or name, and receives a list. From there, the page hands the hard part to the visitor: read the profiles, judge the expertise, ask about years of experience, compare the fees. The person least equipped to evaluate tax credentials is asked to do all of the evaluating. And whenever they leave, whether they found someone or gave up, they leave without a trace. Nothing is captured. No lead exists. The directory behind that page carries its own quiet problem. It already holds the whole profession, tens of thousands of records imported from the IRS roster, while only around a hundred agents are truly active. A visitor who persists may reach a profile that no longer answers.
The library has the same problem. Six years of publishing built more than a thousand articles that draw real readers. But an article answers the question and ends. There is no aimed next step, no niche the library concentrates on, and no way to turn a reader with a real problem into a captured inquiry. The traffic arrives, gets its answer, and goes.
The site does offer one way to make contact, a request-a-callback form. But it is generic. It takes a name and a message, then routes them to no one in particular. The platform has the assets of a marketplace and the behavior of a brochure. It can take a generic message but cannot turn a problem into the right agent. It connects people to a list, but never to a person. The plan exists to close that gap.
Steps toward success
The engineer works on the front door. The content creator works on the library. I point both at the same goal.
The engineer builds the front door, a short intake built around the situations taxpayers most often bring (an IRS notice, back taxes owed, an audit, a business or farm return), with room to describe anything else in plain language. Behind it sits a matching layer that surfaces two or three best-fit enrolled agents with the reasons stated. The aim is to confirm, not browse. The visitor is guided to a confident choice among a few explained matches. They are never left to search a long list alone.
Two front doors would compete for attention, so the intake becomes the main way in. It takes the problem in the visitor's own words, returns two or three matches with the reasons stated, and captures the lead so it can be delivered. The search page stays one step back, for the visitor who would rather browse.
AI assists the matching from day one. It reads each inquiry as it arrives and drafts the proposed match. In this first phase I am the one who confirms every match before it reaches the taxpayer, and the confirmed match goes out within one business day. Quality stays protected while the system learns.
The content creator turns the library into demand. Over a thousand articles already exist. The work is finding the ones that attract people with a real tax problem, refreshing them around the chosen wedge, and giving each a clear next step into the intake. The same work makes those pages easier for search engines and AI assistants to surface, which is where more and more people now start.
Bringing in paying agents starts with something already built. Thousands of enrolled agents have a profile on the site and have never claimed it, so we reach out and tell them. But agents do not pay for a listing, they pay for clients. So we deliver the first appointments free to a small group, then go back with what we delivered and an offer. That gives us paying agents and real close-rate data at the same time.
From there your standing in the state societies and enrolled agent groups can do some of the heavy lifting, because by then there is something delivered to point to. Underneath all of it, the AI lead generation I bring through GZD Consulting keeps the taxpayer demand coming, which is what makes the free appointments possible. Listing stays free. An agent pays only when the platform delivers.
I direct both weekly. You receive a short note each week that reads in two minutes, and it posts to your dashboard so the current state is always one click away. Nothing sits on your desk.
Here is what that front door looks like. The marks show what matters.
Tell us about your situation. We match you with two or three enrolled agents suited to it, each with the reason they fit.
Choose what best describes your situation
The intake, as it will appear on EnrolledAgent.com. A taxpayer's situation becomes a short, explained shortlist.
A twelve-week journey in three phases
Weeks 1-2: the baseline and the wedge
We start with an honest read of where the platform stands today, covering how many of the listed enrolled agents are truly active, how much traffic the articles actually bring in and which ones, whether agents have ever paid to be listed, and how many hours each contractor has free. Then we select one wedge, a single niche where demand is real and the platform holds the leverage to secure the first wave of wins. Candidates to consider first include strategic tax planning, the most lucrative of the group and the work you are most eager to grow, along with oil and gas representation in Texas, taxpayers facing IRS notices and back-tax problems, and the farm and complex-investment ground you know deeply. We make that choice only after the baseline read is in, so the numbers make the decision, not a guess. From the baseline we also draft the routing rubric, the written rules for pairing each kind of inquiry with the right kind of enrolled agent. You confirm it in minutes, so your expertise steers the matching without your time being spent.
Weeks 2-6: the concierge proof
The minimal intake goes live on the wedge. AI reads and classifies each inquiry and proposes the match; I confirm each one against the rubric before it is delivered to a verified, active enrolled agent, and anything genuinely ambiguous is flagged for your two-minute read. The milestone is one qualified lead, delivered and documented end to end. One real lead proves the path works. Volume comes after that proof.
Weeks 6-12: the packaging
What proves to work well becomes repeatable. By the end of the twelve weeks four things exist: the intake live and solidified; the matching workflow documented and facilitated by AI; a log of every lead delivered and what became of it; and a drafted offer to enrolled agents, covering the price of a qualified lead, the response standard they commit to, and the terms, all set from the observed numbers rather than guesses. Enrolled agents are the paying side of this platform. Taxpayers pay nothing to be matched. The proof phase exists to make that offer easy to say yes to.
The calendar. The few things I need from you all happen in the first two or three weeks. The introductions, the walkthrough, the wedge decision, and your sign-off on the routing rubric. After that your season narrows in late August, and the plan is built so the work continues without you. The weekly note keeps you current in two minutes.
How the platform earns
The platform earns from the enrolled agents. Taxpayers pay nothing to be matched, and listing as an enrolled agent stays free. What an agent pays for is delivery, a qualified taxpayer matched to their situation and booked onto their calendar. That is worth paying for, because it is not a name on a list. It is a client in a chair.
The charge always sits below the value it produces. Higher-value work, planning and resolution, can carry the higher price. Three plans cover the range, from the agent testing the water to the firm that wants volume and priority.
Starter
Pay as you go
Pay only when a qualified taxpayer books time with you.
Growth
A steady pipeline
Up to 10 booked appointments a month, with priority matching.
Scale
Volume and priority
Up to 25 appointments a month, with featured placement.
Filling those calendars is what the AI lead generation described earlier is for. I carry that cost myself while the platform proves itself. Once revenue arrives, EnrolledAgent.com pays GZD Consulting a fee for providing it.
The climb to the first million
Revenue grows with two things, how many agents pay and how many booked appointments the platform can feed them. Both milestones depend on recruiting. Around a hundred agents are active on the platform today, so even the first target means converting a real share of them while bringing in new ones alongside. The second needs a roster several times larger, which is why it takes longer and why recruitment runs from the first month.
Yearly revenue pace, months 0 to 30
An example of the yearly revenue pace over the first 30 months. Slow, then compounding.
The schedule behind that curve is a quarterly goal that starts small and rises, from roughly one new agent a month at the outset to a dozen or more a month by the second year. Growth is the $600 plan, Scale the $1,200 plan. Run rate is the yearly pace one month of income implies. Collected is the cash actually taken in along the way.
Quarterly targets, Q3 2026 to Q4 2028
| Quarter | New agents to secure, by tier | Total paying | Annual run rate | Collected to date |
|---|---|---|---|---|
| Q3 2026 | 2 Growth | 2 | $14,000 | $2,000 |
| Q4 2026 | 2 Growth, 1 Scale | 5 | $43,000 | $9,000 |
| Q1 2027 | 3 Growth, 1 Scale | 9 | $79,000 | $24,000 |
| Q2 2027 | 4 Growth, 2 Scale | 15 | $137,000$100K pace | $51,000 |
| Q3 2027 | 7 Growth, 3 Scale | 25 | $230,000 | $97,000 |
| Q4 2027 | 12 Growth, 4 Scale | 41 | $374,000 | $173,000$100K collected |
| Q1 2028 | 19 Growth, 7 Scale | 67 | $612,000 | $296,000 |
| Q2 2028 | 32 Growth, 12 Scale | 111 | $1,015,000$1M pace | $500,000 |
| Q3 2028 | 32 Growth, 12 Scale | 155 | $1,418,000 | $804,000 |
| Q4 2028 | 32 Growth, 12 Scale | 199 | $1,822,000 | $1,209,000$1M collected |
Each quarter's target rises. The highlighted quarters mark where the yearly pace crosses $100,000 and $1,000,000, and where the cash collected does the same.
That pace is set by delivery, not by selling. Every agent on the $600 plan is owed 10 booked appointments a month, so 15 agents means 150 qualified taxpayers a month. Signing agents faster than the platform can feed them is how a marketplace loses the people it just recruited. Agent growth is paced to appointment supply, and when demand grows faster, the agent count moves with it.
Worth knowing what that means against the size of the profession. The IRS counts 66,503 enrolled agents.*
Share of the addressable market
Even the level that draws a buyer is 5% of the market. The room above it is the point.
*IRS Return Preparer Office, federal tax return preparer statistics, data current as of March 1, 2026.
These numbers show the shape of the climb rather than a promise. The real rates come out of the proof phase, once live close data exists. And a million a year is a pace, not a total. The platform reaches that pace around month 24, and the cash actually collected passes a million about six months later.
Where you come in
Two things. An introduction to the engineer and the content creator, and your go. Their cost to you does not change; they are already on your team. The walkthrough of the site, hosting, and analytics will happen naturally over the course of the first several weeks of conversation with the engineer. The engineer and the content creator do the building. The direction, the quality, the matching, and how AI enhances the outcome are mine to carry.
“Where Your Success Is Our Satisfaction!”
—Georges Dumaine
Founder's Operator
GZD Consulting