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Calling all tax business owners! Are you looking for more creative ways to market your tax company?

As a tax professional, you’re likely an expert at filling out complicated forms and filing tax returns. But being a tax business owner is not just about doing the work. You also have to figure out the most effective way to reach new clients. Every Door Direct Mail (EDDM), advertising, and networking are great tools but don’t forget about social media. 

Instagram, Facebook, TikTok, Snapchat, and YouTube are powerful marketing platforms. Digital advertising is a necessary evil in today’s business world. It’s also a fantastic way to drive traffic to your website and turn visitors into paying customers.

I’ll tell you a little secret though. To keep up, you must be creative and write a lot. We understand how it feels to be at a loss for new ideas. So, with that in mind, I’ve come up with 10 brilliant social media ideas to help make marketing your tax business a little easier.

…While you’re here, register for my exclusive FREE online training, ‘Teach Me The Tax Game’ to learn how to increase your income with a new career in the tax industry, and make $100K in just 90 days!


1: Informative Articles


Using social media to communicate tax news or relevant updates to your clients is a great way to keep them informed about important tax topics. Think about what websites you frequent to stay up to date. Share them often by bookmarking them as resources. 

Here are four to get you started:


2: Blogging


There are two major reasons why blogging is just as important as social media. For starters, it establishes you as an expert in the tax field. Secondly, it boosts your SEO, which organically drives traffic to your tax business website. 

Is there any advice you can give clients? Is there any important tax information they need to know? Are there questions that are frequently asked? Social media is an excellent place to start, so be sure to share your posts there.


3: Infographics


Visuals work beautifully on social media. In addition to being eye-catching, infographics are an excellent way to relay complex information in an easy-to-read format. Furthermore, they occupy more space in social news feeds! 

If you need ideas for what to make, you can find tax-related infographics on Google or create your own. And before you think you aren’t capable; I promise that you are! Graphic designers and fancy software aren’t required. All you need is a Canva account, and you’re set. 

It’s easy to create stunning infographics with Canva’s preloaded templates, design elements, and features. Put together visual representations of some of your frequently asked questions, IRS information, or your blog or other articles. You should share them frequently once created.


4: Use The Go Live Feature


Live streaming is now available on most social media platforms. The following social media platforms provide the option to go live to your fans and followers: Facebook, Instagram, YouTube, LinkedIn, Twitter, and Snapchat. Furthermore, they typically notify your followers when you go live which increases activity and engagement. 

You’ll generally get higher engagement rates with live videos, so try it! You shouldn’t miss any chance to interact with your followers, whether it’s a short stream or a planned show.


5: IRS Resources


In recent years, the IRS has become quite social media savvy. Including YouTube, they’re available across all platforms. Even better, subscriptions are emailed daily. This begs the question: are you subscribed to their email list? You definitely should be.

Take advantage of the IRS content that’s available for use! Utilize the content that has already been written and repurpose it for your benefit by reposting their releases on your blog and sharing their tips and YouTube videos. Simply put, it’s free, relevant content.


6: Publish Memes


Adding a little humor to your feeds is easy with Internet memes. It’s ok to use the content since it’s user generated. Find some fun memes you can incorporate into your content by doing some good old-fashioned Googling.


7: Communicate Your Product or Services


You should also include information about your services among the helpful articles and funny memes. What sets you apart from your competitors? Is there anything people should know about you? Engage your customers and promote your services 1-2 times a week.


8: Tax Preparer Profiles


Making connections and building relationships is the essence of social media. If your tax business has multiple preparers, highlight them. What is their specialty, where are they from? Do they have a favorite tax joke? Why did they become a tax preparer? Create content that humanizes you and your staff so that fans and followers can become acquainted with you.


9: Utilize Client Reviews


Posting reviews from satisfied clients on your website, Google Business Profile (GBP), and social media is an excellent way to market your tax business. You can utilize Canva to create a reusable template that allows you to showcase various reviews while keeping within your branding guidelines. 


10: Check Out What Your Competitors Are Posting


Everyone borrows ideas. One of the easiest ways to get ideas for upcoming content is to look at what your competitors are posting on their social media. It’s not necessary to be 100% original. 

What brand in your field do you admire that does well on social media? Take a look at their social media. You will become more inspired as you spend more time looking at other content sources.


More Help For Tax Business Owners


These are 10 effective ways to generate engaging content for your tax business, but there’s more to operating a successful company. If you’re ready to dive in, I’m ready to teach you what I’ve learned during my 10+ years in the tax industry.

Don’t wait for another second. If you’re ready to take your tax preparation business to the next level, I’m here to help. Contact my team today to get started!


…And don’t forget! Do NOT sleep on this offer! Register for my FREE online training, ‘Teach Me The Tax Game’, and learn how to make $100K in just 90 days as a tax preparer!



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