How To Become A Tax Preparer Part 3: Advertising Your Tax Preparation Office


Advertising Your Tax Preparation Office

When starting your tax preparation business, some of your major priorities include staying up to date with new tax codes and regulations, choosing the proper tax software and hiring the most qualified preparers for your business. While these are all very important priorities, another thing you need to keep in mind is marketing your tax preparation business/ service. You want to be in the forefront of your potential customers’ minds when tax season rolls around. There are a few things you can do to get your name and face out in your community, in addition, to your normal radio/TV ads and passing out flyers.

Join The Chamber Of Commerce

Joining your local Chamber of Commerce is a great form of advertising for you and your business. They can help you promote your services by allowing you to leave behind flyers and business cards for potential customers that may come into their office. Each local Chamber of Commerce offers different perks for members, so be sure to see what your local chamber has to offer.


Set Up A Website

Setting up a website for your tax preparation business is important in today’s society. As more and more people look to the internet for information, you want to make sure your business has a presence online. Your website does not have to be complex, but be sure to offer information on the services you offer, location information, contact information and about us information.


Use Social Media

Social media is a great way to engage not only your current customers, but potential customers as well. Social media, such as Twitter and Facebook, are useful in offering your customers a complete service experience. They can ask you questions and keep up to date with any important tax information. By part-taking in social media, you will be able to engage clients all year long, not just during tax season.


Consider Discounts For First-Time Customers

Getting new customers in the door is very important to growing your tax preparation business.  If you can get new customers to try and like your service, they will continue to come back year after year. Offering a special discount for new customers can help bring in more business and increase revenue in the long run. Think of it as investing in your future clients instead of losing current revenue.


Customer Service Is Crucial

Once you get your customers to try your tax preparation service, it is important to make sure that you exceed all of their expectations. Remember that if your business has multiple employees, make sure that they are all properly trained on how to meet with a client. It is important that each of your tax preparers make your clients feel at ease and comfortable. Assuring that you and your employees interact well with your customers is a crucial part of your business’s growth.


When marketing or advertising your business, focus on your professionalism and competency as a tax preparer, assuring your potential clients of your tax knowledge and skill.


Tune in next week for part 4 of the
How to Become a Tax Preparer Series: Bank Products.