Marketing Strategies for Your Tax Business During Tax Season – Dallas, TX

Marketing Strategies for Your Tax Business During Tax Season – Dallas, TX

Tax season is upon us and millions of Americans across the country are looking to complete and file their returns as soon as possible. As a tax professional who owns a small business, you’re competing with some heavy hitters in the industry who poor millions of dollars into television, radio and Internet advertising campaigns.

You don’t have to spend nearly as much money as they do to promote your business. Use the following marketing strategies during this tax season to help grow your business and turn a profit from completing your clients’ returns:

Marketing My Small Business: Identify Your Target Market

Targeting a broad audience of taxpayers is near insurmountable task that should be left for the big boys. As a small business owner, try to focus on one key consumer base, and expand your marketing efforts on them.

The two main categories to look into are individual taxpayers and businesses. Businesses will require a significant amount of time and you’ll therefore be able to garner a higher profit per client, while individual taxpayers will likely have much less complicated tax returns that need to be completed and will bring in less revenue for each return completed.

Weigh the pros and cons of each and determine which category you want to focus on.

Marketing My Small Business: Network Like Crazy 

Like any other business, networking with individuals in your community is one of the best ways to get tax clients.

Begin the networking process by handing out your business cards to friends and family members, and have them pass along your information to anyone who is interested. Join local small business groups and offer free advice on how to save on tax payments and how to solve specific tax issues.

Remember to keep in touch with any clients you gain during the tax season by offering additional CPA or notary services, and by building an email list that you can use for a monthly email newsletter.

Marketing My Small Business: The Power of Social Media

Over the past five years, social media has become an integral part of marketing strategies for both small and medium sized companies alike.

Using social media is the easiest way to expand your customer base in a particular geographic area. Invite potential clients to follow you on Facebook or Twitter, post relevant stories about taxes and offer discounts to your most loyal fans.

Social media is the easiest way to grow your customer base because happy customers often share posts they like with their friends, and recommend quality businesses that they use to their friends via a variety of social media outlets. Your followers are your greatest tools for word-of-mouth marketing.

Marketing a small tax business is essential during the first few months of the year. Contact us today for more information about how you can effectively market your business at


Dr. Chandler George


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