ACCOUNTANT & TAX
MARKETING MATERIALS

File Away Our Best Accountant & Tax Marketing Ideas

While you may have clients you work with year-round, there is a greater number of businesses and individuals who will only seek out a CPA for help with filing their taxes. Tax season is a source of great stress for many due to the extreme complexity of tax law, and most people have no idea what sort of tax benefits and savings they are eligible for. That’s why it is essential that you invest in dedicated marketing initiatives during tax season.

One of the best ways to tackle your tax marketing is through accounting promotional giveaways and gifts. Creating custom merchandise offers a physical reminder of your business that can remind customers of your business every year as tax season approaches. Popular products used in tax marketing include:

• Promotional Pens: Whether they’re writing a check or filling out a form, your brand will remain fully visible in the most important moments when you share your own custom pens.
• Custom Notepads: Tax filing and budget prep both involve lots of note taking, so keep your brand visible by giving them custom branded stationery to write on.
• Business Calendars: Help customers remember you at tax season by putting your logo on a custom calendar.
• Branded Calculators: Who can figure out their gross income without a calculator? When they’re doing math they need a calculator for, that’s the perfect time to remind them there’s a CPA available.
• Promotional Stress relief products: Tax season is stressful, so make the experience more relaxing with your own custom stress balls, fidgets, and more.
• Folders with Your Company Logo: What better place for clients to keep their tax documents than in a folder carrying your brand?

FAQ

When Should I Offer Accounting Promotional Items?

There are a lot of great opportunities for sharing your brand with customers, including:

• Trade shows: Any time your company has a sales display, you’ll find greater success when sharing something tangible for potential customers to take home. Offer products that are easy to carry and frequently used, like pens, notepads, and calculators.
• At the front desk: When customers come into your place of business, don’t send them away empty handed! A pen, notepad, or magnetic calendar are great gifts to help them remember to come back.
• During consultations: Nothing makes people fidgety and cranky than a lengthy tax prep session, so make it something to look forward to! Offer custom folders to stay organized, stress relief products, and custom pens to click.

What Products Make the Best Tax Marketing Materials?

If you really want to make the best impression with your tax marketing, here are some of the most popular products that CPA’s use:

Promotional Blue Ink Pens

Blue ink pens are used for official signatures, making it easier to distinguish between a real signature and a photocopy. With this in mind, why give your customers any other kind of pen to use when signing their tax returns? Share your own personalized blue ink pens so they remember you every time they sign something important.

Custom Squishy Stress Relievers

Custom foam balls, stars, and other shapes are a great gift to give during a grueling tax session. If reading tax law makes you want to crush something in your fist, think of how frustrating it is for your clients! These gifts are a great way to relieve their stress and keep your brand visible before, during, and after their tax filing appointment.

Branded Sticky Notes and Flags

The best kind of notepad is the kind that lets you stick your notes to things. With sticky flags and tear off note sheets, customers can stay organized while gathering and reading their tax documents. Customers can also use these at home for personal use, reminding themselves of your services every time they take notes to remember anything else.