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    Local Marketing Strategies For Tax Businesses

    Jun 02, 2020 - 4 min read

    Why are Local Customers Important For Tax Businesses?

    In order for small tax businesses to thrive, you need local customers. For tax businesses whose tax preparation services are rendered locally, it is especially important to have a local physical presence. 

    Without local customers, a locally-based tax business will not be able to succeed. The stronger your brand and more recognized your tax business name is in your community, the more sustainable your growth will be.Top 10 Refund Transfer Posts Banner

    Find Where Your Local Customers Spend Their Time

    The first and arguably most important step of attracting more customers is finding the people who will be most interested in your products or services. These people make up your target market, or the group of people who are the best match for your business.

    Find Your Target Audience

    You know your tax business and your community well. Where do the people who will be your best customers live, work, play, or otherwise spend their time? Use this knowledge to reach these people where they already are. Here are some places you may be able to reach local customers in person.  

    Attend Local Events

    Attending local events can help you get customers in the community. In many towns and cities across the country, community events are happening weekly. If your tax business is located in a metropolitan area, there are often craft and trade shows going on near you, too.

    Networking Event For Tax Preparers

    Sign up for events you think your target audience will attend, and promote your business at these functions to the attendees. Local events draw local crowds, which can help your tax business gain more customers in the area. Be friendly, offer incentives for interacting with you and your tax business, and meet as many potential customers as you can!   

    Host Local Events

    Don’t wait for an event to happen; create one!  A small and simple gathering at your location or hosted by your tax business can go a long way in the community. These events don’t always have to be directly related to your products or services either. Simply providing an opportunity for people to gather, meet, learn, and eat is a way of adding value and showing the community that you care about them.

    If you are struggling to come up with ideas or themes, take advantage of holidays and locally relevant events. Even if you get a low turnout, meeting new people and connecting with your community can help you learn a thing or two about the area. You might even learn a few ways to improve your services.

    Posting in Facebook Groups

    Another way to use Facebook to get local customers is with Facebook Groups. Search Facebook for local groups including business networking groups, industry related groups, or even parent or yard sale groups!  Joining groups that your target market is in and posting your content in them makes group members more likely to engage with your tax business.

    Facebook Group Strategy For Tax Pros


    The most traditional form of marketing, word-of-mouth-marketing, still brings in customers to this day. Spreading word throughout the community about your tax business, your products, and your services can get people more engaged and talking about your business. Be friendly and encourage customers to share their experiences with your business in hopes of getting their social circles interested in your tax business as well.

    Word Of Mouth Marketing For Tax Business


    Flyers aren’t just for yard sales and finding your missing pet—they are another quick and easy local marketing strategy that can help attract more local customers. Print out as many copies as you think you’ll need and hand them out in an area with a lot of potential customers. Local supermarkets, festivals, and sporting arenas are good locations for getting your local community to learn more about your tax business.  

    Customer Reviews

    Reviews from previous customers can help you get more local customers. Both good and bad reviews can spread quickly through the community, so try your best to make sure your current customers are satisfied with your tax business.

    Importance Of Customer Reviews For Tax Business

    If they aren’t, ask them why and maybe even offer them an incentive to come back and give your business another chance. Many people check customer reviews before purchasing (Reviews can make or break), which means that you should do everything in your power to get positive reviews online.

    Roger loves utilizing technology to solve problems tax preparers face on a daily basis. When he's not writing, he enjoys spending time with his family, playing Fortnite, and updating his Pinterest board for new home projects.

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