Marketing Your Tax Practice

by | Marketing

As the end of the year approaches, it’s time to think about how to get profitable new clients to know, like, and trust you for the upcoming tax season. Here are some tips to help you get your marketing ship in shape so you can enjoy your most profitable tax season ever.

Have something unique to say – How are you different from everyone else who says they prepare taxes? Reasonable rates and years of experience are not differentiators – they are table stakes. If you cannot stand out from the crowd, you will be forced to compete solely on price, not a good place to be in the day of Internet-based tax preparation services.

Have a specific audience in mind – This goes hand in hand with #1. If you can be the “go-to” tax specialist for a specific group of people, such as those with a particular need or problem, your job as a marketer becomes easier. Remember that trying to be all things to all people will make you special to no one.

Update your website – You do have a website, don’t you? While you might not gain new tax clients just because you have a website, chances are you will lose potential clients if you don’t. Your website is often the first point of contact with a potential client – don’t drive prospects away with a website full of outdated content.

If you have a blog on your website, posting about changes in the tax law and how those changes impact your audience is a great way to demonstrate your expertise.

Make sure people can find your website – More people these days are starting their search for local services using the Internet. In addition to optimizing your website with keywords that are important to your ideal customers, make sure that your site is registered in the local search engines.

Have a referral system in place – While most tax accountants admit that referrals played a key role in growing their tax practice, few of them have a system in place for consistently generating referrals. Identify your potential strategic partners and begin building relationships before the tax season starts.

Live by the calendar – Consistency is key in marketing your practice. Set appointments with yourself to work on your marketing. Give these appointments the same respect you give appointments with your most important clients.

Tax season will be here before you know it. Start working on your marketing plan today!

Bill Brelsford

Bill Brelsford

B2B Marketing Copywriter & Consultant

Hi, I’m Bill Brelsford, author of “The Boutique Advantage: How Small Firms Win Big With Better Messaging.”

I’ve worked in professional services since 1990 – first as a CPA, then as a custom software developer, and since 2006 as a marketing consultant specializing in direct marketing and sales enablement copywriting for professional services.

My career path gives me unique insight into B2B sales. I understand what CFOs question (from my accounting background), how complex projects are sold (from software development), and what content actually moves deals forward (from 19+ years helping professional services firms close premium clients).

My copywriting and consulting focuses exclusively on what I call the Core4 Outcomes: increasing authority, generating leads, driving sales, and improving client retention.

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