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Home » Effective Ways to Market your Tax Preparation Business

Effective Ways to Market your Tax Preparation Business

  • Aug 26, 2022
  • Posted By: Robert Duke
  • Category: Articles
Tax Preparation Business Marketing Strategies That Work

Taxes are among the most mundane yet feared activities for businesses. The complications, numbers, and even the formulas and calculations can send an individual spiraling down a rabbit hole they do not know how to navigate.

In such a scenario, a tax filing agency or a tax preparation business is a savior to all handicapped by the inability to crunch numbers.

Given the extreme importance of such a service, one would think that marketing a tax preparation business would be a piece of cake. However, most tax preparation agencies struggle to build a client base due to a lack of advertising and marketing knowledge. Nonetheless, this is possible if we look at tax preparation as an indispensable commodity.

So, if you’re wondering how to market a tax business, here are 7 great ways to get started!

#1. Build an effective website

A website is essential for all small businesses, including tax firms. Hence, it is crucial to devote resources to creating an accessible and visually appealing website. Additionally, ensure that your site is mobile-friendly. After all, 58.26% of internet traffic comes from smartphones.

Besides, a tax business will need to monitor the website’s operations. And while this may necessitate the assistance of an expert digital marketing agency, it is a long-term investment that can prove extremely useful.

Another critical factor to consider is registering the company with Google My Business. Further, it can be useful to enable the click-to-call option and make it simple for prospects

to obtain contact information while looking for your services online.

#2. Fully leverage social media

2. Fully leverage social media

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Did you know that 68% of clients hail social media as the reason they can interact with brands and companies? It’s a massive number that can work wonders for a local tax preparation business.

Hence, it is prudent to explore marketing your tax preparation firm online using social networking sites, discussion boards, and classified ad websites like Craigslist. It can be beneficial to advertise on Facebook, Instagram, LinkedIn, and Twitter. These various social media platforms can help boost reach among other demographics.

#3. Start offering discounts

As human beings, we are all drawn to good deals, especially if these deals entail a good discount or a free service. Leverage this part of human psychology and consider applying it to your tax preparation business. To summarize, try offering a special discount to new clients.

You might, for example, offer a half-off promotion. Alternatively, provide a free tax consultation service to anyone coming into your offices. It might seem like you’re losing money, but instead of focusing on this immediate loss of money, consider the genuine worth of the offer in the long run.

After all, if the new client enjoys your preparatory services, they will return yearly. Moreover, most will be more than willing to pay you the full fee for your assistance.

#4. Embrace cold emailing

Embrace cold emailing

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The age-old marketing adage states that cold emailing is effective. Not everyone will come back to avail of your services, but a significant percentage will. Hence, it is crucial to make cold emailing a vital piece of your tax preparation marketing puzzle.

Reaching out to fresh and old clients via email lists is critical in encouraging them to return every year to employ your tax services. Today, everybody has an email account, so advertising to the online masses should be a cakewalk.

Using an email list to establish your internet presence is direct. Simply encourage website visitors to sign up using a pop-up. Sign up for an email list for your company as an alternative. With so much useful information at your disposal, cold emailing should be a breeze!

#5. Optimize your blog content for SERPs

5. Optimize your blog content for SERPs

Source: Selective

If you have a website, you need to have content on it. Further, you must ensure that this content is well-optimized to help you rank at the top of the SERPs.

Tax experts generally answer the same queries whenever they meet a new client. Making them into articles or blog posts on the existing website can help not only eliminate those queries but also your business generation online.

Everyone likes FAQs since they are easy to understand, direct, and informative. However, it can also be useful in exhibiting your firm’s understanding of the tax law and its various subparts.

Offering e-brochures, tax organizers, guidelines, and any other content from the entire list of concepts and material would be a fantastic idea to further improve on these tax marketing ideas.

#6. Adopt bulletin boards and word-of-mouth advertising

These might sound like outdated ideas, but if you want to expand locally (something you ideally should), bulletin boards and word-of-mouth advertising are essential.

Community bulletin boards are the most local form of marketing. Bulletin boards with advertisements for local companies are regular sightings at community centers and supermarkets.

Put your information on the board once you’ve received permission to post your business card or flyer. Further, take a few minutes to scribble down the information for other local small businesses that have posted their fliers. Then, utilize this data to advertise your services to other companies.

#7. Use alternative old-school approaches

If you’re still wondering how to market a tax business because the resources that you have at hand aren’t serving, try approaching things the old-school way. These can include:

  • Spinning signs
  • Non-spinning signs and posters
  • Handing out flyers at the supermarket or church
  • Delivering postcards
  • Advertising in the local newspaper
  • Attaching discount vouchers with the daily newspaper

These are easy and effective ways to advertise your tax preparation business to target clients that may opt for other methods to get their taxes done. They yield results a little slow, but their impact is enormous!

Wrapping Up

Implementing these basic, low-cost solutions will transform how you promote your tax services and bring in the leads you seek. Reaching out to the local businesses with relevant information demonstrates to the prospects that you are prepared to walk the extra mile to meet their tax requirements.

Furthermore, you can opt for b2b email lists to reach more non-local businesses. So, why not forego costly television advertisements in favor of low-cost alternatives such as email lists and outdoor marketing?

Believe us when we claim that implementing these things will significantly impact your business and assist you in getting started with marketing a tax preparation business. So, what’s the hold? Hurry and begin developing an advertising strategy right away!

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