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 14 go-to giveaways that will be welcome by any client and reinforce a long-term relationship year over year:
And 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.
Offer a branded gift 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!
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