Plan around the calendar
Tax preparation marketing follows a predictable calendar. Early in the year, people look for preparers. Mid-season, they look for help with complicated situations. Later, they look for extension help. AI can help you build a marketing plan that matches each phase.
Content that helps
- Checklists of documents to gather
- Explanations of common life changes that affect taxes
- Reminders about important dates
- Tips for staying organized throughout the year
Keep content general, review it for accuracy, and update it when rules change.
Referral requests
Satisfied clients are your best source of new business. AI can help you write a short, friendly referral request to send after you file a client's return.
Returning client reminders
AI can draft reminder messages inviting last year's clients to book early. Returning clients are easier to serve and often appreciate a personal invitation.
Local visibility
AI can help write your Google Business Profile description, posts, and responses to reviews. Make sure everything is accurate and professional.
Avoid overpromising
Never let AI promise refund amounts or specific outcomes. Tax marketing should focus on accuracy, convenience, and expertise.
Year-round contact
A few helpful emails during the off-season keep you top of mind. AI can help plan topics like mid-year check-ins or year-end reminders.
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