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Best tax tips to help gain new clients for tax season - Part 2

More Leads aka Clients

The purpose of this blog series is to share creative ways to attract and gain new clients (more leads), so that you can use them in your own business. Our previous post touched on tax tips to help market your tax services , and as we continue to gather leads, it's important that we work together in seeing what works and what can be improved. That way, tax professionals can be more effective and focus on the strategies that will help you improve your tax business.

Offer an Early Bird Special

This is a good way to start advertising your office now, by offering an early bird special to any customer who comes in to prepare their taxes before a certain deadline. Make sure to give people plenty of notice about the early bird special and when it ends. Not only can you attract new customers, but you can help so many people avoid that April 17th* mad dash!

*Tax filing season will end on April 17th, 2018. Next year, April 15th lands on Sunday and Emancipation Day — a legal holiday in the District of Columbia — lands on  that Monday (April 16), which pushes the nation’s filing deadline to Tuesday, April 17, 2018. 

Reach out to Local Businesses

One of the main reasons people are turning to online tax preparation software is because they don't have time to leave work to go to an office and have a professional help them. While adding "after hours" appointments is certainly one way to tackle this obstacle, another is to offer to set up "pop up" services in an office nearby for a day. Work with companies that employ a lot of people, set up a certain day (or days) when you will come and prepare taxes for their employees, maybe even just document intake and the rest can be handled via a mobile app, if you use one. People are more likely to take advantage of your services when you are sitting in the break room, ready and willing to work!

Help out the students

If your business is near a college campus, reach out to the students. Many undergraduates (or even graduates) will be filling out their taxes for the first time, and can use all the help they can get. You can advertise student rates, or even reach out to campus and offer another one of those pop up days for staff and students. You can even ask if the accounting majors would like to set up a clinic with your guidance! Students can also be a good lead source since they can refer their own parents to you, who more than likely also need to file a tax return.

For more tips on how to become an expert tax pro, subscribe to our blog, and be well-informed of any industry updates or creative strategies to help your tax business grow. Communication is key, so let's figure out what things work and what things don't!

Let us know in the comments if there is a specific topic you would like to learn about and we'd be more than happy to cover it. 

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Topics: tax season, tax professionals, tax pros, tax tips, new clients


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