
The challenge
Before working with me, TaxSlayer faced rising acquisition and retention costs in a market dominated by large competitors. Each tax season added pressure to drive registrations and increase completed e‑files while keeping costs down. Key metrics such as registrations, cost per registration, completed e‑files, and cost per e‑file were not improving enough to support continued growth.
The website didn’t guide users effectively through the research, comparison, and filing stages. Heavy dependence on short‑term paid efforts limited long‑term scalability. High‑value tools such as the refund estimator weren’t fully leveraged for discoverability or retargeting. Opportunities to move users into premium plans remained largely unused because segmentation and targeting were too broad.
TaxSlayer needed a multi‑channel strategy that lowered acquisition costs, increased industry authority, and converted more users into paying customers with stronger lifetime value.