How a Tax Relief Firm Became AI's Go-To Recommendation for TrustFirst Decisions

How a Tax Relief Firm Became AI's Go-To Recommendation for TrustFirst Decisions

As AI-powered search began reshaping how people compare tax relief providers, this firm faced a dual mandate: improve competitiveness on Google page 1 while also strengthening visibility inside AI-generated recommendations.


CiteWorks Studio deployed a measurable AI visibility program, grounded in Citation Architecture and AI Share of Voice measurement, to strengthen how the brand appeared across both traditional search and AI answers where high-intent decisions now happen.

As AI-powered search began reshaping how people compare tax relief providers, this firm faced a dual mandate: improve competitiveness on Google page 1 while also strengthening visibility inside AI-generated recommendations.


CiteWorks Studio deployed a measurable AI visibility program, grounded in Citation Architecture and AI Share of Voice measurement, to strengthen how the brand appeared across both traditional search and AI answers where high-intent decisions now happen.

100+ cited pages

influenced,

improving the brand’s

presence in the sources

AI systems refer to

2,791 keywords ranked

in Google’s top 10

Key Outcomes

Key Outcomes

71% increase in brand

mentions in AI Overviews

Optimized 500+ online

community threads

strengthened to improve

brand context in

AI citations

Ranked for 9,984

keywords in

Google’s top 10

Drove a 112.5%

month-over-month

lift in AI Overview

brand mentions

What Changed in the Market

When trust risks shape Google rankings and AI recommendations


In tax relief, a single prominent forum thread questioning legitimacy of a firm can dominate AI comparisons for months. This firm's citation architecture was largely uncontrolled and exposed to competitive and reputational risk at the exact moment buyers were deciding whether to call. Additionally, the client was seeing competitors rank above them on Google page 1 and wanted to secure a stronger position in traditional search results.


Organic visibility still mattered, especially for high-intent searches where users were actively looking for tax relief options. But the discovery journey was also shifting. As Google AI Overviews, Gemini, and ChatGPT became common tools for researching and comparing tax relief providers, more prospects began relying on AI-generated summaries that surfaced recommendations in a single answer.


In this landscape, visibility isn't driven just by rankings and paid ads, it also depends on the sources AI tools pull from and reference, including third-party websites and public discussions that influence how trust and credibility are framed. That meant the firm needed to compete on two fronts: page-1 performance in Google and presence inside AI answers where decisions were increasingly being made.

Brand discovery was moving to AI, without them


When it comes to hiring, trust issues surface

fast and public conversations

about fake listings,

scams, and poor candidate experiences

can spread widely.

That made the platform’s citation

footprint (the sources AI systems relied on to

summarize and compare brands) a real risk

point at the decision moment,

when employers were choosing

where to post roles.


Employers increasingly turned to tools

like Google AI Overviews, Gemini, and ChatGPT

when choosing a job posting platform.

These systems don’t just rank pages;

they synthesize

recommendations from across the web,

drawing heavily on high-authority public

forums and online communities.


The platform recognized a structural risk:

even a handful of prominent negative threads could

disproportionately shape what AI systems repeated.

Meanwhile, positive sentiment buried in

low-visibility corners of the internet

had no influence at all.


The core problem wasn’t brand

reputation in the traditional sense.

It was citation architecture i.e. which

sources were being pulled into

AI answers, and what those sources said.

What the Brand Needed

What the Brand Needed

Make visibility measurable across Google and AI

In a highly competitive tax relief category, the client needed a clearer way to understand and improve how it showed up across both traditional search and AI-led discovery.


To do that, they needed a repeatable measurement system that could track:

Win visibility in AI answers

The brand needed a clearer way to diagnose and improve how it appeared across both traditional search results and AI-driven product discovery.


To do that, they needed a repeatable measurement framework that could track:

A reliable way to measure and strengthen AI visibility.

The team needed a repeatable measurement framework to track:

How often the brand

is named in AI-generated

answers

Brand Mentions

The URLs and sources

AI platforms reference

while generating

responses,

including online

community forums

where real users

discuss pain points

and comparisons

Citations

The brand’s share of

appearances

relative to tracked

competitors

across AI answers

AI Share of Voice

Which websites

and pages AI

systems referenced

when describing

the firm

Citations

How frequently

the firm was

mentioned compared

with competitors

AI Share of Voice

The brand’s share of

appearances

relative to tracked

competitors

across AI answers

AI Share of Voice

How often the

firm was named in

AIgenerated answers

Brand Mentions

What the Brand Needed

The goal wasn't just stronger organic visibility on Google page 1. It was also to build consistent LLM visibility, where more high-intent comparisons and decisions were increasingly happening in the moment.

The goal wasn't just stronger organic visibility on Google page 1. It was also to build consistent LLM visibility, where more high-intent comparisons and decisions were increasingly happening in the moment.

This could help the brand remain

a top choice for employers and hiring managers.

The final requirement was identifying an

agency partner that could deliver this

as a measurable,

repeatable program.

What We Did

  1. Mapped AI Visibility and Citation Sources

    We assessed how AI platforms referenced the

    brand and which sources

    most consistently influenced those answers.

    Our reporting tracked citation and mention patterns

    across AI Overviews, ChatGPT, Gemini, AI Mode,

    Perplexity, and Copilot, identifying

    the domains and discussion environments

    shaping AI-generated recommendations

    in the category.


  2. Tracked Momentum Month-Over-Month

    We tracked month-over-month movement

    to understand whether new activity increased

    brand mentions in AI answers and

    by how much. This helped identify which

    topics, discussion formats, and source types

    were being referenced more frequently across AI

    Overviews, ChatGPT, and Gemini.

    We also monitored whether citations were

    consolidating around more accurate, higher

    trust sources over time. Based on performance,

    we scaled what delivered measurable lift and

    paused approaches that didn’t.


  3. Focused on the Channels LLMs Were

    Already Pulling From

    In the employment sector, conversation volume is

    enormous. Popular social forums were

    among the brand’s top cited domains,

    so we focused our efforts on building positive

    perception on these platforms to influence the

    way LLMs talked about the brand.


    Instead of producing run-of-the-mill blog posts,

    CiteWorks Studio implemented an

    AI citation strategy focused on improving

    the brand's representation in high-intent,

    public discussions tied to top employment queries.

    By strengthening high-authority

    community conversations and references,

    we shifted the sources LLMs drew from

    when generating answers about the client.

    Over time, these discussions became

    the most trusted context LLMs surfaced, helping

    shape brand perception more positively.


    “The shift wasn’t just in our rankings but in what AI systems

    were recommending when employers searched

    without knowing our name. That was a different kind of

    visibility, and it’s the kind that matters now”


    — VP of Marketing, Job Posting Platform

  1. Audited How AI Answers Were Being Formed Around the Brand

    We began by analysing how major AI tools described the tax relief firm and what sources they relied on to generate those responses. Our visibility reporting captured the citations and reference patterns across AI Overviews, ChatGPT, Gemini, AI Mode, Perplexity, and Copilot, showing which sites and discussions were most frequently shaping how the brand appeared in AI answers.


  2. Set up monthly measurement and iteration

    We tracked month-over-month changes to see whether new activity translated into more brand mentions, stronger citations, and improved share of voice. This made it easier to identify which topics and content angles were gaining visibility. We then refined execution based on performance, scaling what worked and pausing what didn’t deliver measurable lift.


  3. Strengthened the Sources AI Systems Were Already Pulling From

    In the tax relief space, competitive comparison queries are high-intent and highvolume, and AI tools often echo what's most visible and consistently referenced. Since third-party sources and online community discussions were already influencing AI answers, we focused on improving the accuracy and strength of the brand context in those places.


    Rather than relying only on generic blog production, CiteWorks Studio executed an AI citation strategy designed to increase the quality and consistency of references tied to common tax relief searches.


    We improved the quality and accuracy of brand context across the sources AI systems were already referencing. This helped the brand appear more credibly and consistently in AI-generated comparisons over time.


    “The shift wasn’t just in our rankings but in what AI systems were recommending when employers searched without knowing our name. That was a different kind of visibility, and it’s the kind that matters now”

    — VP of Marketing, Job Posting Platform

The Outcome

Measurable gains in both rankings and AI visibility

These results reflect improved visibility across traditional search and AI-generated answers for high-intent tax relief queries.

Measurable gains in both rankings and AI visibility

These results reflect improved visibility across traditional search and AI-generated answers for high-intent tax relief queries.

Importantly, the gains were not a one-time spike.

By building a durable base of credible citations,

the firm now has a self-reinforcing foundation,

one that continues to influence

AI answers as new queries emerge.

Improved citation context across

100+ high-authority pages and

discussion sources influencing

AI answers

2,791 keywords appearing in the

top 10, covering

406,000 in combined monthly

search volume and ~$5,262

in paid search benchmark value

(keyword volume × cost per click)

71% increase in brand

mentions in AI Overviews

in a month, measured

across 30,000+

tracked prompts.

Average ranking

position of

#6 forall high-intent

keywords

in the Google SERPs

Close to 400

citation-bearing

engagements

delivered in 4 months

Average ranking

position of #6

secured for all

high-intent keywords

related to tax relief

112.5% increase in

brand mentions in

AI Overviews.

This growth was

witnessed in just a

month across

19 high-intent

tax-related queries

Brand context

strengthened across

500+ high-impact

community sources

and cited pages

influencing AI answers

9,984 keywords appearing in the

top 10 results, covering 1.4M

in combined monthly search volume

and ~$13,562 in paid-search

benchmark value

(keyword volume × cost per click)

These gains weren't just a short-term spike. They created a stronger foundation for sustained discovery across both Google and AI answers.

Measurable, Repeatable

Programme

Build a durable

foundation of credible

citations that compounds

over time and continues

to influence AI answers

as newqueries emerge

Measurable, Repeatable

Programme

Build a durable

foundation of credible

citations that compounds

over time and continues

to influence AI answers

as newqueries emerge

Citation Architecture

Review


Identify which high-

authority community

sources are and aren't

working in your favour

across AI platforms.

Citation Architecture

Review


Identify which high-

authority community

sources are and aren't

working in your favour

across AI platforms.

Want to understand your AI citation

footprint?

Want to understand your AI citation

footprint?

AI Visibility Audit


Understand exactly how

LLMs are referencing

your brand today and

which sources are

shaping those

answers.

AI Visibility Audit


Understand exactly how

LLMs are referencing

your brand today and

which sources are

shaping those

answers.

We start every engagement with a full audit.

We start every engagement with a full audit.

AI Visibility Audit


Understand exactly how

LLMs are referencing

your brand today and

which sources are

shaping those answers.

AI Visibility Audit


Understand exactly how

LLMs are referencing

your brand today and

which sources are

shaping those answers.

Measurable, Repeatable

Programme

Build a durable

foundation of credible

citations that compounds

over time and continues to

influence AI answers as

new queries emerge.

Citation Architecture

Review


Identify which high-

authority community

sources are and aren't

working in your favour

across AI platforms.

Citation Architecture

Review


Identify which high-

authority community

sources are and aren't

working in your favour

across AI platforms.

Understanding AI Search Visibility

Understanding AI Search Visibility

AI search experiences create answers by pulling

information from many places online and

then summarizing it into a single response.

Large language models like ChatGPT, Gemini,

Claude, and Perplexity review signals

from websites, articles, and public

conversations to respond to questions.

The concepts below explain how organizations

can track and improve how often they

appear inside those AI-generated answers

and recommendations.

AI search experiences create answers by pulling information from many places online

and then summarizing it into a single response. Large language models like ChatGPT,

Gemini, Claude, and Perplexity review signals from websites, articles, and public

conversations to respond to questions. The concepts below explain how organizations can track and improve how often they appear inside those AI-generated answers and recommendations.

—————————————————

What Is AI Citation Intelligence?

AI citation intelligence is the process of measuring where AI platforms source their information and how frequently a brand is mentioned or referenced in AI-generated responses. Because LLMs synthesize across multiple sources, the sites and brands that appear repeatedly tend to influence how a topic or company is framed. This practice focuses on identifying which sources shape AI

outputs and tracking brand visibility

across different AI systems.

——————————————————

What Is Citation Architecture?


Citation architecture describes the set of sources that consistently inform how AI systems talk about a brand, product, or topic. LLMs draw from websites, articles, forums, and public discussion, and the sources they rely on most often become the backbone of their answers. Building strong citation architecture means ensuring that accurate, credible, highauthority sources are the ones most likely to shape the way AI tools summarize and recommend a brand.

—————————————————

What Is Generative Engine Optimization?

Generative engine optimization (GEO) is

the practice of improving the chances that AI systems use and cite your brand or content when generating answers. While traditional SEO is centered on ranking pages in search results, GEO focuses on how LLMs retrieve, interpret, and combine information when responding to a question. The objective is to strengthen the content and sources AI systems rely on, so your brand is treated as a trusted reference in AI responses.

——————————————————

What Is AI Share of Voice?


AI share of voice tracks how often a brand appears in AI-generated answers compared with competitors in the same category. It reflects visibility across AI platforms such as ChatGPT, Gemini, Claude, and Perplexity. Monitoring AI share of voice helps organizations see whether AI systems consistently include and recommend their brand for key queries or whether competitor brands are showing up more often.

—————————————————

What Is AI Citation Intelligence?

AI citation intelligence is the process of measuring where AI platforms source their information and how frequently a brand is mentioned or referenced in AI-generated responses. Because LLMs synthesize across multiple sources, the sites and brands that appear repeatedly tend to influence how a topic or company is framed. This practice focuses on identifying which sources shape AI

outputs and tracking brand visibility

across different AI systems.

—————————————————

What Is AI Citation Intelligence?

AI citation intelligence is the process of

measuring where AI platforms source their

information and how frequently a brand is

mentioned or referenced in AI-generated

responses. Because LLMs synthesize

across multiple sources, the sites and

brands that appear repeatedly tend to

influence how a topic or company is

framed. This practice focuses on

identifying which sources shape AI outputs

and tracking brand visibility across

different AI systems.

——————————————————

What Is Citation Architecture?

Citation architecture describes the set of sources that consistently inform how AI systems talk about a brand, product, or topic. LLMs draw from websites, articles, forums, and public discussion, and the sources they rely on most often become the backbone of their answers. Building strong citation architecture means ensuring that accurate, credible, highauthority sources are the ones most likely to shape the way AI tools summarize and recommend a brand.

——————————————————

What Is Citation Architecture?

Citation architecture describes the set of

sources that consistently inform how AI

systems talk about a brand, product, or

topic. LLMs draw from websites, articles,

forums, and public discussion, and the

sources they rely on most often become

the backbone of their answers. Building

strong citation architecture means

ensuring that accurate, credible, high-

authority sources are the ones most likely

to shape the way AI tools summarize and

recommend a brand.

—————————————————

What Is Generative Engine Optimization?

Generative engine optimization (GEO) is

the practice of improving the chances that AI systems use and cite your brand or content when generating answers. While traditional SEO is centered on ranking pages in search results, GEO focuses on how LLMs retrieve, interpret,and combine information when responding to a question. The objective is to strengthen the content and sources AI systems rely on, so your brand is treated as a trusted reference in AI responses.

—————————————————

What Is Generative Engine Optimization?

Generative engine optimization (GEO) is

the practice of improving the chances that

AI systems use and cite your brand or

content when generating answers. While

traditional SEO is centered on ranking

pages in search results, GEO focuses on

how LLMs retrieve, interpret, and combine

information when responding to a

question. The objective is to strengthen

the content and sources AI systems rely

on, so your brand is treated as a trusted

reference in AI responses.

——————————————————

What Is AI Share of Voice?

AI share of voice tracks how often a brand appears in AI-generated answers compared with competitors in the same category. It reflects visibility across AI platforms such as ChatGPT, Gemini, Claude, and Perplexity. Monitoring AI share of voice helps organizations see whether AI systems consistently include and recommend their brand for key queries or whether competitor brands are showing up more often.

——————————————————

What Is AI Share of Voice?


AI share of voice tracks how often a brand

appears in AI-generated answers

compared with competitors in the same

category. It reflects visibility across AI

platforms such as ChatGPT, Gemini,

Claude, and Perplexity. Monitoring AI share

of voice helps organizations see whether

AI systems consistently include and

recommend their brand for key queries or

whether competitor brands are showing up

more often.

About the author

About the author

AI search experiences create answers by pulling

information from many places online and

then summarizing it into a single response.

Large language models like ChatGPT, Gemini,

Claude, and Perplexity review signals

from websites, articles, and public

conversations to respond to questions.

The concepts below explain how organizations

can track and improve how often they

appear inside those AI-generated answers

and recommendations.

Founder and Head of Agency

Mark Huntley

Mark brings over a decade of high-stakes marketing experience, merging deep expertise in performance media with a hands-on understanding of global e-commerce. His vision for CiteWorks Studio was simple: create an agency where creativity meets systems thinking, and where AI isn’t a gimmick — it’s the baseline.


Prior to founding SBM, Mark led digital campaigns from break out startups to fortune 500’s across the world, architecting strategies that reached millions and converted attention into tangible results. Today, he drives the strategic direction of our work, ensuring every campaign is dialed in, data-backed, and built to perform.

Mark brings over a decade of high-stakes marketing experience, merging deep expertise in performance media with a hands-on understanding of global e-commerce. His vision for CiteWorks Studio was simple: create an agency where creativity meets systems thinking, and where AI isn’t a gimmick — it’s the baseline.


Prior to founding SBM, Mark led digital campaigns from break out startups to fortune 500’s across the world, architecting strategies that reached millions and converted attention into tangible results. Today, he drives the strategic direction of our work, ensuring every campaign is dialed in, data-backed, and built to perform.