<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1633986543543221&amp;ev=PageView&amp;noscript=1">

Best tax tips to help gain new clients for tax season - Part 1

small-business-tax-tips.jpgIt might seem like tax season just finished, but it's already time to start gearing up for next year. Now is the perfect time to start looking for new clients to boost your next tax season. Starting now gives you time to reach out, establish relationships, and set a plan in motion for next year's tax clients. If you are stuck on ways to reach out to new customers and let them know about your services, check out these tax tips!

Market on Social Media

The first thing you should do, if you haven't already, is set up Facebook and Twitter accounts for your business. Invite your friends and family to like your page, and start extending your network. Facebook also provides incredible resources to help your marketing efforts, and create a pipeline of new clients. Almost everyone uses Facebook, so use it to your advantage. Add pictures of your employees and introduce your staff to the world!

Preparing taxes can be an intimidating process, but a friendly face and a kind word can go a long way to bring people in the door. You can also use social media to update customers on new tax laws, or tips and hints about your taxes. Using social media to engage your audience will help you understand what your customers are looking for. All you need to do is listen, create, and repeat. Sooner or later you will find yourself creating lasting connections with your clients. Consider hosting a Facebook AMA (Ask Me Anything) with one of your tax experts to answer questions and encourage people to come in to your office for more help!

Hold a Word of Mouth Promotion

Word of mouth is the best way to gain new clients, because while many people don't trust advertisements, we all trust our friends and family for recommendations! Get your clients talking about your services by offering them a discount/cash back/ prize for every new client who mentions their name when they come in for an appointment. You'd be surprised how many people love talking about their taxes when they can get a little reward!

We encourage tax professionals to think outside the box and be more aware of the different platforms that can help grow their business. We'll continue adding some tips along the way, and feel free to comment on anything that works for you, so more tax pros can take advantage of different ideas.

 Need a business loan to get to tax season? Apply Today!


Topics: tax season, tax tips, new clients


Subscribe to email updates

Mobile app for your tax office

Most Popular