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New research indicates that the demand for tax services is only increasing, and people are looking for tax preparers who can provide them. Of course, this presents an opportunity for new and seasoned tax professionals to get the word out about their tax preparation business. Knowing how to effectively market yourself as a professional tax preparer makes all the difference.

In this article, I’ll be covering exactly how you can make the most of your qualifications and experience as a professional tax preparer and grow your tax preparation business, simultaneously. 


And, for or a LIMITED TIME ONLY register for my 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: Create an SEO-Friendly Website


If you expect other people to take your tax preparation business seriously, you need to have a company website. I’m not talking about a Facebook business page or an Instagram business profile, I’m talking about a real website with its own URL. 

Sure, social media is great, I’ll get into that next. But nothing compares to having an actual website to get the word out about your business.

With platforms like WordPress and Wix, it’s easier and more inexpensive than ever to create and manage a professional-looking website. All you need to do is add important stuff like your services, hours, and contact information.

In addition to having a website, you also need to make sure that it’s optimized for search engines. Keywords, SEO blogs, meta tags, alt texts—these are all things that are important for search engine optimization and driving organic traffic to your page.

If you’re not sure where to start, consider hiring a digital marketing expert from Upwork or Fiverr.


2: Leverage Social Media


If you don’t have your tax preparation business set up on social media, do it now. Start with Facebook and Instagramdepending on how much you know about your target audience, consider expanding to other platforms like TikTok and Twitter. Doing this casts out a net to potential customers and the more involved you are, the bigger the return.

Once you’ve created your business Facebook page, it’s time to start focusing on your followers and target demographic. You can do this by fine-tuning the details on your page, creating engaging posts, interacting with the public, and using ad campaigns.

Pro tip—read this article next: Five Tips For Marketing Your Business On Facebook.

Social media can be overwhelming. If you’re not sure where to start, consider hiring a social media manager to help.


3: Print Business Cards


Things always seem more legit when there’s a business card involved, right? Everyone knows that a snazzy business card always gets a second look, so why not create one for your tax prep business?

You can be creative here! Make sure to include a link to your website and your contact information. If you want to be extra boujee, you can even add a custom QR code that people can scan with their phone camera and be taken directly to your tax preparation business website.


4: Employ Direct Mail Campaigns


Direct mail marketing is one of the most effective ways to advertise to consumers. Not only is it inexpensive to do, but it also offers a great return on investment with the average ROI being $4.09 for every $1.27 spent.

Personalized postcards, quirky mailers, cards, if you can think of it, you can mail it! And with 73% of consumers saying they prefer to be contacted by mail versus email, it’s kind of a no-brainer.


5: Stay Engaged with Your Target Audience


This goes back to social media. 

One of the most important things you can do as a professional tax preparer is interact with your followers (in a positive way). Whether it’s answering questions or giving advice or simply engaging in the comments, it builds a relationship with the public. It also shows that you care about your clients, and that’s always a good look.


6: Create Your Google Business Profile


If you have a business and haven’t yet created your Google Business Profile, also known as GMB, you’re doing yourself a huge disservice. 

Google is the most popular search engine in the world, performing 8.5 billion searches a day. Creating a GMB account for your tax preparation business will help you connect with the people in your background and direct them to your tax and bookkeeping services.


It’s Easy To Become A Professional Tax Preparer


Do you want to start a career as a professional tax preparer? There’s never been a better time to start! Knowledge is power—visit The Wealth Connect for countless resources designed to help entrepreneurs become successful business owners.

Let’s build something together, y’all! Contact my team to get started.



…And don’t forget! Register for my FREE online training, ‘Teach Me The Tax Game’, and learn everything you need to build a successful career in the tax industry!



Discover the Wealth Building Secrets That Made Me a Millionaire!

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