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    Virtual Tax Business: 4 Marketing Strategies That Work

    Jun 15, 2020 - 4 min read

    Strategies To Grow Your Virtual Tax Business

    Adding a virtual tax business will be a great compliment to your already existing physical tax location. In order to achieve gradual success with your virtual tax business, you need to make sure you target the right people, position yourself as the expert, get them on a quick call, and consistently follow up throughout the year.

    In this post, we are going to dive deeper into each component and show the immediate impact your virtual can have on your overall tax business.Virtual Banner Updated

    Choosing Your Niche

    If you are adding a virtual tax business, choosing a specific niche is helpful for many reasons. Let's say that you wanted to only focus on teachers as your niche. Here is the strategy of focusing on a specific niche.

    1. Easily find potential prospects on Linkedin and Facebook. By simply typing "high school teacher", I ended up getting over 2 million search results. If you want to narrow your search and go more niche specific, you can type kindergarten, special ed, or even principal.

    Tax Marketing on Linkedin


    2. Become a tax expert for teachers. In the case for teachers, some of them have a problem with their year end bonus and get paid depending on how well the school performs, or they get an additional income for working over the summer. They also have problem with their W9 and love claiming exempt on them.

    If you didn't know this, how do you manage to set yourself apart? You can't just say:

    "Hey Sarah, I am professional tax expert and would love to help you do your taxes this year. Let me know if you have some time to chat".

    Instead of a generic message, think about whats important to teachers. For instance, if I say:

    Hey Sarah, I am tax expert specializing in helping teachers pay the least amount of taxes, but also pocket more money on every paycheck. Is that something that might interest you"?

    3. Once you help one teacher, more teacher referrals will come. Then, the process to help more teachers becomes much easier. Since you're consumed by all things teachers, you'll know exactly how to help, and personalize their experience because its specific to their problems.

    Tax Marketing on Facebook

    Position Yourself As The Expert

    After your initial outreach has spurred up some conversations that lead to connections, you want to constantly position yourself as the expert. Once you gain that connection on Linkedin or follow on Facebook, you will ALWAYS be able to advertise to them. With a good content strategy, you can create infographics and videos to help show your expertise.

    Position yourself as the tax expert

    Like in the example above with teachers, you need to help identify all the tax questions related to that niche. For other businesses, you can be focusing on how to solve a cash flow problem, payroll, or even a debt issues. The goal is to understand the niche well enough to actively find solutions to all of their problems and needs.

    Get Them On A Call

    While you're reaching out to new prospects, don't be afraid to get them on a call. Remember, you are solving a big problem for them, and if you position the call properly, it will feel more like a casual conversation. In the call you can consider asking simple questions like:

    1. What is important to you when it comes to your taxes?

    2. How have you done your taxes before?

    3. Did you know about these 3 things you can do to get more deductions?

    The goal of the call is too solidify the relationship, and share some specific knowledge of how you solve their problem. After the call, you will continue to notify them of any updates through your Facebook page (They will see your content because you are now friends), and continue building the relationship as you head into tax season.

    Be Consistent In Your Follow Up Throughout The Year

    Tax Marketing Follow Up Strategy

    By this time, you have cultivated a growing relationship, and all that's left to do is consistent follow up. The follow up can be in the form of tax advice that you post on your page, updates to tax law that could affect your niche specifically, or simple follow up texts on certain holidays. You want to be able to stay top of mind with all your prospects, and that involves making sure they know who you are and what you as you lead into tax season.


    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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