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    Tax Preparation Business: 9 Local Marketing Ideas We Love

    Apr 02, 2020 - 5 min read

    Local Marketing Ideas For Tax Preparation Businesses

    Chances are that your tax business is primarily, if not entirely, dependent on the support of your community. That being the case, you need to pay special attention to its members, investing in marketing that will attract them.

    Do you need some local marketing ideas to get you started? Consider 9 things you can do to boost awareness of your business local and get more customers through your doors.

    1. Create a Google My Business Profile

    Every year, taxpayers rely on Google to find tax businesses close to them. If you want to get found by customers in your local area, you need to make sure your tax preparation business is showing up on Google Maps results as well as the local results section of Google Search. How do you do that? With a Google My Business profile.

    Google My Business Profile For Tax Businesses

    This free listing will not only give you greater visibility in local search, but it will also help you to obtain more clients during tax season. This is because the listing contains everything a consumer needs in order to make a decision about and even engage with your business.

    2. Encourage Word of Mouth

    Word of mouth is also a highly effective local marketing tactic for tax businesses. The best thing you can do to promote word-of-mouth in your local area, of course, is to provide outstanding customer service. You should also be proactive by asking for reviews, in person, via email, or on social media

    Another idea is to have your promotion easily shareable email or social media post. If your audience members feel that someone they know could benefit as well, they’ll be happy to forward along to family and friends, increasing your tax preparation business’s local exposure.

    3. Distribute Business Cards, Brochures & Flyers

    Though we live in an online world, printed material is still widely successful with local marketing . Make sure your collateral is eye-catching, clearly explains what you do or offer, and contains all necessary contact information. You can then set them out at your tax preparation business, pass them out to potential customers and partners, or leave them in popular local go-to’s such as coffee shops.

    Promoting Tax Business

    These too will keep your business top of mind and may also end up in the hands of potential customers you previously hadn’t reached.

    4. Do A Giveaway

    A lot of things may change, but one remains the same: People Love Free Stuff! Therefore, a great way to attract locals to your tax preparation business is to run a contest or giveaway.Tax Office Facebook Contest and IG Giveaway Ideas

    You could advertise through social media, the local paper or a nearby radio station. To get people through your doors, you might even require in-store pickup or redemption. Doing so, will give you an opportunity to introduce yourself and demonstrate your value as the tax expert. People will buy from people they know and trust, and creating small events like this, allow you to do that.

    5. Offer Referral Incentives

    Kill two birds with one stone by offering referral incentives such as discounts and other coveted perks. Not only do they keep past customers coming back to you, but they also reel in new ones. Need we mention that these new customers—the family, friends and professional connections of current buyers—may also refer you, increasing your reach even more? This is, without a doubt, one of the most rewarding local marketing tactics you could use for your tax preparation business!

    Tax Referral Incentives


    6. Become a Local Sponsor

    Could you sponsor a local sports team, hold a fundraiser for a local youth club or support some other project or organization? Doing so would put your business on the radars of people who are involved with (or at least aware of) those projects and organizations. This might just lead to more business to you.

    7. Do Some Volunteer Work

    What if you’re not quite in a position to become a sponsor? You can still do some volunteer work within your community. No matter where you’re based, there’s surely something helpful you can do. You might consider helping out a local non-profit or charity event. This will give you the opportunity to meet and interact with locals and may also move the organizations you help to promote your tax preparation business in some way.

    8. Form a Local Partnership

    Make it a practice to network with local business owners. As you do you’ll learn about their products and services, as well as their core values, mission, and customer base. If you find that their businesses complement yours and you’re targeting a similar demographic, a partnership might be worth considering.

    Form Tax Partnership For Community

    You can then think of creative ways to promote one another’s businesses. This can be an effective way to go because you’ll have the credibility and good reputation of your partners working in your favor. Plus, their “vote of confidence” will give consumers all the more reason to trust and do business with you.

    9. Join Your Local Chamber of Commerce

    There are many resources available today for local tax business owners. Have you considered registering with your local chamber of commerce?  A chamber of commerce is one of many a sort of business network with a focus on furthering the interests of local businesses.

    Local Tax Chamber of Commerce

    Regardless of whether you’ve heard of or considered joining this type of organization before now, one fact remains. You should register as soon as possible so you don’t miss out on any opportunities available to you as a member.

    Jesse loves marketing and writing posts that focus on adding value to tax businesses across the country. In his spare time he enjoys playing soccer, loves to travel, and eat strange cuisines!

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