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How to Attract New Clients to Your Tax Preparation Business

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More than 70 percent of people rely on social media to guide their purchasing decisions. That astonishing number tells you the importance of using the internet to market your business.

Are you a new entrepreneur starting up a tax preparation business? Here are some easy ways to find new clients.

Build a Professional Website

If you’re asking how to get tax accounting clients, consider creating a website. Most people spend time online doing their research before they make a purchase. Make it easy for a potential client to contact you.

Place your contact information on every page in an easy-to-find location. Optimize your website for mobile devices, and ask for customer reviews. They’re a great source of fresh content that will help optimize your site.

Be sure to follow up with a helpful response to all positive and negative reviews. Create other social media accounts to help you share your website with a broader range of people.

Create Several Packages

How to get new tax clients is a legitimate question when you’re starting a new business. When clients face an hourly rate, they may not be comfortable hiring you to prepare their taxes. One great marketing idea is to create a package.

They don’t know how long the process will take and won’t want to commit to an unknown cost. A package is a defined product with a fixed cost attached. There are lots of ways to package tax preparation services.

If you create fixed rates for basic income tax preparation, a customer will be more likely to decide to hire you. You can define a basic package with a certain number of slips, then allow for expansion by adding additional costs for more complex returns.

Ask For Referrals

When it comes to most professional services, a referral from a trusted friend or family member goes a long way. When you’re starting out, you might wonder how to get new tax clients. One way is to tap into your network.

Once you’ve done some work for a professional customer, don’t hesitate to ask them for a referral. If they are satisfied with your services, they will be happy to help you out. This technique will compound over time, and you will have many return customers.

Become a Certified Tax Preparer

Anyone can advertise tax preparation services, but many people don’t have the education and skills to get the best results. Having the right education distinguishes the certified individual. It also gives their clients confidence in their abilities.

The tax code is complex and constantly changing, so it’s essential to be able to keep up. A reputable course provider will ensure that your education uses current legislation. These qualifications will boost your confidence.

Promote Your Tax Preparation Business

There are a lot of different ways to promote your tax preparation business. The key is to be creative and stand out from the crowd by providing excellent service. That will attract clients who will be happy to give you a great reference.

Did this article help you understand the ins and outs of marketing your business? If so, use the simple search feature to find more information.


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Alfred Williams, a distinguished business writer, navigates the corporate landscape with finesse. His articles offer invaluable insights into the dynamic world of business. Alfred's expertise shines, providing readers with a trustworthy guide through the complexities of modern commerce.