Marketing Ideas for Accountants that Deliver Big Returns During Tax Season

Wondering how to get clients for your tax preparation business? Our marketing ideas for accountants will help during tax season and all year round! The key to getting more tax clients is to implement these tax marketing ideas off-season as well as on.  

Point of Sale: The tax-themed promotional mug you hand your clients with their tax return will remind them with every sip of coffee that’s it’s you they’ll be speaking to when tax season comes around again. (Check out a few of the templates you can choose for your mug, below!)  

All Year Long: Implement off-season marketing ideas for tax preparers that help your clients to stay organized, prepared, and ready to file with a smile (and with YOU!) when the time comes. Like death and taxes, increasing traffic to your small business is a sure thing with these marketing ideas for accountants: 

Be Present When They Panic

Keep your name top of mind as “call accountant” creeps to the top of every client’s to-do list, with newsletters, tax preparation flyers, direct mail, and local ads. Focus on filling up your calendar early with tax preparation marketing at the beginning of the year. Mail a tax newsletter with a promotional pen that your prospects can pocket to remind them to get on your calendar.  

Online and In-Person, Conferences and Events Build Credibility

If your tax prep services focus on a specific industry, sponsor or attend an industry event. Hand out a customized pen or sticky notebook that includes your logo and a reference to their industry, e.g., XYZ Accounting & Tax Services: If you serve food, we serve YOU.  

Start and Finish Every Meeting with a Treat

Watch heavy sighs and nervous knee tapping give way to a collaborative “we got this” attitude when you kick off a tax prep meeting with a stress ball, chocolate, or other lighthearted little something.  And whether they end up owing money or expecting a refund, make sure they leave your office or your Zoom call with a tax prep giveaway like a document holder, notebook, or calculator

Give Back

Taxes are personal and connecting your tax services to the local community helps build trust and familiarity between you and your customers. Plan your tax preparation marketing to include sponsoring a local youth sports team or donating to a homeless shelter, and let your clients know your favorite local (tax deductible!) charities. 

Take the Pain out of Tax Prep with Giveaways

No one likes taxes and everyone likes freebies. Keep your customers feeling good about the inevitable notetaking, form-filling, and paper-filing of tax season with promotional gifts that lift their spirits and promote your brand. Following are our favorite mugs, stress balls, pens, chocolate, and more:  

Promotional Pens:

Choose the tax/accounting template for the background of these Design Wrap pens and add your logo and contact information. These winners use a wraparound imprint style so your CPA business is front and center no matter which way they turn! 

Design Wrap Contour Pen 

Design Wrap Colorama Pen 

Design Wrap Superball Pen 

Organizers and Journals:

Send clients off with a head start for next tax season with folders and note caddies to help them stay organized all year long.  

Good Value™ Gloss Paper Folder 

Bright Slice Note Caddy & Soft Touch Pen 

Design Wrap Spiral Flip Note Pad 

Full Color Soft Touch Note Caddy & Pen Set 

Totes:

Deliver tax preparation marketing all year long with customized totes for clients and prospects.  

Non Woven Sports Pack 

Economy Tote 

Drinkware:

Keep your brand in their hand with customized drinkware, and you’re top of mind when tax season comes around: 

11 oz. White Ceramic Coffee Mug 

Grande 16 oz. Two-Tone Maren Ceramic Bistro Mug 

Magnets:

Get your name on their fridge for low cost and high visibility: 

Design Wrap Jumbo Calendar Magnets 

For endless options and designs, check out all our tax season giveaways

File Early for Big Returns with These Marketing Ideas for Accountants and Tax Preparers

Tax season comes but once a year but just like a good filer keeping track of receipts, it pays to stay on top of your marketing all year long. For even more tips and ideas, see our blog, Taxes Are Personal. Marketing Your Tax Business Should Be, Too. 

 

Karleen Wise Andersen

From marketing tips to product recommendations, I’m here to help small businesses be their best.

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