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Marketing Tips for a Tax Preparation Business

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    Website

    • Surprisingly, some tax preparation businesses still rely on fax, mail and phone calls to market their services. It's imperative to have a website for your tax preparation business in this day and age. If you don't have a website, hire an experienced web designer and copywriter to help you create a website that will help you attract customers. Be sure to communicate the biggest benefits that you offer customers on your website -- the "reasons why" they should hire your tax preparation firm over another. Some of these reasons can be the speed at which your company prepares tax returns, your excellent customer service or your low prices.

    Newsletter

    • Create a print newsletter or an email newsletter to market your services to your customers. It's a great way to keep in constant contact with your customers and it helps keep your business in mind whenever your clients need tax-related services. Offer your customers something of value to sign up for your newsletter, such as a free report offering "5 Money-saving Tax Tips" or something similar. Each month, send your customer database a newsletter about important tax topics, and include special offers and incentives for them to utilize your tax services.

    Referrals

    • Create a customer referral program as a way to market your tax preparation business. Offer your current customers a deal in return for referring a customer to you. For example, you could give a current customer $25 off his tax return for referring a customer who signs up for your services. This is a great way to take advantage of word-of-mouth marketing, which is marketing that is spread "virally" through conversations between your customers.

    Print Ad

    • Since tax preparation businesses rely largely on local clients, try creating a print ad or coupon in a local magazine, flier or coupon book. Again, hire a graphic designer and copywriter to help you create a compelling ad that will help sell your prospective customers, and then buy ad space in a local publication to market your tax services.

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