To tackle tax preparation marketing ideas, let’s back up a sec and take a peek behind all the receipts, spreadsheets, filings, and forms that we typically associate with tax prep. And what do we find, you ask? We find you and your clients talking sports, school plays, and Sunday brunch. This connection with your client is your key advantage.
When you’re advertising tax services among new and existing clients, it pays to keep in mind the personal nature of the relationship. After all, your clients trust you with their most confidential information. Stuff they wouldn’t tell their best friend. Maybe not even their mom. Financial matters are sensitive. And you’re privy to and trusted with all of it.
When it comes to tax preparation marketing ideas, this is an important area to leverage. Your work is as much about trust as it is about taxes, as much about communication as it is about calculation. Given that tax accounting is at its core a business of relationships, promotional items aimed at marketing for a tax preparation business should focus on the relationships as much as the numbers, the warm and fuzzy as much as the 1040.
To get the creative juices flowing around tax preparation marketing ideas, a few suggestions follow. Some tend toward the warm and fuzzy, and some toward the bottom line. Maybe you bundle one of each for a complete package that retains current clients and wins new ones as well. Check out these 17 go-to tax and accounting promotional giveaways that will be welcome by any client and reinforce a long-term relationship year over year:
Tip: See all our custom blue ink pens.
4. Celebrate end of tax season with a gift that’s sure to make every client feel loved: 8 Piece Truffle Box w/ Chocolate Centerpiece
5. Stay top-of-mind off-season and on with personalized sticky notes: 3×3 Adhesive Die-Cut Notepads, Thumbs Up
6. Share pre-tax desktop fun with this silly stress reliever: Relax Talking Stress© Reliever
7. After-tax desktop fun starts with this congratulatory guy: Feel Great Pre-Recorded Talking Stress© Reliever/p>
8. You’ve helped them through the deluge of tax prep stress. Now get them prepared for spring showers with this innovative no-drip umbrella: Collapsible Umbrella with plastic cover
9. If it goes on the fridge or filing cabinet you’re top of mind all year long: Business Card Magnet
10. If your clients appreciate your approachable side, give them something hand-made to reinforce the vibe: Hand-Dipped Mug
11. They’ll think of you fondly every December – just before tax-prep time, with this attractive ornament: Shatter-Proof, USA-Made Ornament
12. When you send in their tax returns, send them off with a “Thank You” gift that advertises your awesome brand everywhere they go. This best-selling tumbler’s made to keep beverages hot and cold, and keep your name top of mind all around town: Grande 16 oz. Ree Stainless Steel Tumbler with Lid
13. Organizer bags remind your clients you’re their tax prep partner every time they save a receipt: Document Organizer with Snap Closure
14. Because there’s no need to deny your compulsive side when it comes to tax accounting: Spinning Fun Fidget Cube
15. Here’s to some year-round branding – and bills and credit cards at the ready: Cell Phone Wallet
16. Every time they highlight a receipt they’ll think of you: Custom 4 Color Mr. Highlighter with Computer Sweeper
17. If in doubt, always offer cookies, and this cookie gift comes with a personalized tin so your name stays on the counter, in the cupboard, and top of mind well after the goodies are gobbled up: Mrs. Fields® Sweet Delights Cookie Tin
Metaphorically speaking, yes! So for giveaways with more imprint space, how about including a little accounting joke? Like:
Your tax preparation marketing ideas can go down the traditional route as well. For more 1040-themed promotional giveaways, check out our Tax & Accounting Promotional Items page.
Ben Franklin may not have recognized the power of a promotional gift, but we sure do. Offer a branded giveaway during a face-to-face client meeting or deliver it by mail. Leaving your clients with a reminder of your service – and your personal side – sets you up for long-term client relationships and recurring revenue. When advertising tax services with a promotional giveaway, pick your favorite product, imprint your logo, a slogan or other messaging, and get ready for year-round tax prep promotion with a personal touch.
CamelBak® or CORKCICLE®? Klean Kanteen or Koozie®? When it comes to branded drinkware, the options are truly limitless! There are so…
Whether you’re choosing your company colors or just creating a seasonal promotion, your choice of color has a major influence…
Is your perception of recycled or waste-reducing related products stuck in the past? Let’s face it, recycled and waste-reducing promotional…
After the ever-perilous April Fool’s Day passes, what’s left to keep the laughs rolling through the month? Actually, there are…
A high-quality logo is essential for any company that is looking to establish their own brand. However, not everyone is…
Make smaller occasions unforgettable with custom gifts in small batches! Our low minimum promotional items leave a lasting impression while…
We use cookies to provide you with the best experience possible.
Learn more