Tax Season Marketing Opportunities You May Have Overlooked

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Tax season may strike some practitioners as something to successfully “get through” without compromising their minimal service standards (or their sanity). But the growth-oriented firms will be agile enough to take advantage of the season’s unique marketing opportunities.

Does that sound like the kind of savvy firm you want to be part of? Great. Read on.

Tax season is the time to leverage your relationships with existing clients in order to grow the practice. You’ll want to reach out to personal tax clients now.

Now is the perfect time to remind current clients of the benefits of your services. Don’t let them forget why they hired you, instead of the firm down the road. Without this subtle annual reminder, clients could easily be seduced away by the competition. Benjamin Franklin said that “a penny saved is a penny earned.” Likewise, a client kept continues to be a valuable brick in the foundation of a thriving practice.

So, in order to deliver the subtle reminder of how you benefit the client, feel free to swipe what I do in my firm, StraightTalkCPAs, for your own use. During the first week in January, we send out a package to our personal tax clients. In my office, we refer to it as the “tax pouch”, and it’s something our clients repeatedly rave about and deeply appreciate.

The tax pouch consists of a 10” x 12” envelope affixed with a 2” x 3” white label that reads as follows:

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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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