Take These Steps to Reactivate Past 1040 Clients

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This article is about to reveal a secret that many know but do not put in action. A secret that will increase your client pool and bring in more profits. A secret so mysterious, but so efficient, it will quickly get you clients without running a new advertisement, asking for referrals or even networking!

Can you guess what it is?

Drum roll please… Reactivate your past clients.

Who knows how good you are at what you do than the people who have already worked with you? These clients don’t require a huge marketing campaign, they just need a little extra push.  

Some clients may have used your firm for one tax season and didn’t return the following year, which could happen for many reasons:

  1. Moved out of the area.
  2. Decided to prepare and file their own taxes.
  3. Switched accountants.
  4. Or any of the thousands of other reasons!

No matter the reason for leaving, give them a reason to return.

There is always an opportunity to reconnect with old clients and offer an incentive for them to work with you.

You can take these sure-fire tips to get a lost client back on your roster.

To Begin, Take Advantage of Tax Season.

These coming months are your opportunity to be the supply to their demand because most are looking for a tax preparer. Their situation may have changed since the last time you worked together and tax season is the perfect opportunity to get back on their radar and give them an irresistible offer.

Reach Out and Be Personal

It depends how big your contact list is, but a cold form-letter is not the best option because you want to keep it personal.

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About Salim Omar

salim omar

Salim Omar is the author of The Million Dollar CPA Firm. He is also a successful business owner of Straight Talk CPAs, an accounting firm, and President of CPA Marketing Genius. He has a passion for helping CPAs engage in personal growth and professional development. While he is not working he enjoys trying an eclectic fare from an Indian restaurant or catching up on some reading on the Florida coast. 


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