Sequoia Tax & Financial Services is a leading tax and accounting firm based in Hacienda Heights, CA. With their innovative CountingWorks PRO platform, they empower tax professionals to revolutionize their firms by leveraging AI-powered marketing automation tools to reshape the client experience from end to end. From building a search engine optimized website and generating leads to streamlining client work and delivering a modern experience, Sequoia Tax & Financial Services provides an all-in-one practice marketing platform that saves time and helps firms grow.
Trusted by over 8,000 CPAs, Enrolled Agents, and Tax Professionals, Sequoia Tax & Financial Services has replaced multiple software, saving hundreds of hours per month and thousands of dollars per year. Their clients have seen significant impacts, including increased website traffic, new keyword rankings, and a steady flow of prospects and new clients. With CountingWorks PRO, tax professionals can build their online presence, convert prospects into clients, manage client work efficiently, and retain clients for life, all while demonstrating their value and staying ahead of the competition.
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