As we look ahead to the start of 2023, now is the perfect time to try some new tax preparation marketing ideas to grow your tax preparation business. If you’ve been wondering how to get more tax preparation leads, we’ve got a ton of things you can try—and it all begins with your tax preparation website design.

It’s important to try a variety of things when it comes to marketing for tax preparation services. Why? Because every tax preparation business needs tax preparation leads to survive—no matter your location or how long you’ve been serving for your community. Without a good flow of new tax preparation leads, it becomes impossible to grow your tax preparation business.

But, if you create a system that attracts new customers and delivers new tax preparation leads to your business like clockwork, that’s a recipe for:

  • More high-paying tax preparation jobs
  • Increased revenue for you and your crew
  • A dependable way to grow your tax preparation business

We know why tax preparers need to generate tax preparation leads, but how can you do it affordably and efficiently? The answer is: a good tax preparation website with good tax preparation website design. If you’ve ever wondered how to get more tax preparation leads, follow the steps below—and consider working with a tax prep marketing company to grow your tax preparation business!

1. Get More Tax Preparation Leads Through Your Website

If you don’t yet have a tax preparation website, one of the best things you can do for your business is to create one. A tax preparation website acts as your business’s online storefront—it’s the cornerstone of your online presence and gives potential customers a place to:

  • Learn more about your tax preparation business
  • Read about the tax preparation services you provide
  • See your service area
  • Get in touch with you about tax preparation jobs
  • Become a quality tax preparation lead for your business

Without a tax preparation website and professional tax preparation website design, how are your potential customers going to find your business on Google? How will they know where to contact you? They won’t.

Without a website, your business might as well not exist at all. Tax prep marketing companies can help you get set up.

2. Use Pay-Per-Click (PPC) and Search Engine Marketing (SEM)

A good PPC and SEM campaign is one tax preparation advertising idea that’s been proven time and again to generate quality tax preparation leads and grow your tax preparation business. So, if you’ve been wondering how to get more tax preparation leads, give this a shot!

While Google is the most popular search engine for these types of campaigns, thanks to its widespread popularity, don’t sleep on Bing. PPC and SEM are great ways to bring in tax preparation leads.

Still on the fence? Check out these stats:

  • For every $1 spent in Google Ads, businesses make an average of $2.
  • About 41% of clicks on a search results page go to one of the top 3 paid ads.
  • More than 85% of people use the internet to find local tax preparers.
  • Visitors who come to your website via PPC or SEM are 50% more likely to make a purchase.

Sounds good, right? Reach out to us to learn more about how we can help you create a powerful PPC and SEM campaign that will help you with tax preparation lead generation. Tax prep marketing companies can also set you up with a professional tax preparation website design and share other ideas for marketing for tax preparation services to help grow your tax preparation business.

3. Always Use Local SEO to Generate Tax Preparation Leads

Search engine optimization (SEO for tax preparers) is still king in tax preparation digital marketing, which is why SEO for tax preparers is so popular. SEO for tax preparers is what moves your tax preparation business to the top of page 1 on Google and keeps it there. If your campaign is robust enough, SEO for tax preparers alone can generate the majority of your tax preparation leads (but we still recommend reading the rest of these tax advertising marketing ideas)!

A good first step is setting up your Google My Business account. From there, you can advance to backlinking and content marketing.

It’s always a good idea to work with a tax prep marketing company and let an expert in SEO for tax preparers get you up and running.

4. Get More Tax Preparation Leads Through Facebook + Instagram

Still wondering how to get more tax preparation leads? Advertising on Facebook and Instagram can be a cost-effective method for marketing for tax preparation services, provided you put the right strategy in place and know how to navigate the ad builders on these platforms.

You can target your ideal tax preparation customers by their location and other pages they’ve liked—such as your competitors’ pages.

Displaying ads to this audience has the added benefit of creating and boosting awareness of your business. If people see your logo and your ads all over the place, they’re more likely to remember you when they need a tax preparer in the future. If you’ve been wanting to try social media advertising for your business, this is one tax prep marketing idea worth trying.

Paired with SEO for tax preparers and professional tax preparation website design, this is a powerful way to grow your tax preparation business. Tax prep marketing companies can get you set up.

5. Content Marketing = Tax Preparation Marketing

Creating content for your ideal customers is a great way to get more tax preparation leads. Consider writing blog posts and articles that you can post on your tax preparation website, and make it easy for your audience to share that content on social media.

Here are some topic ideas:

  • Important Tax Updates
  • FAQs for Tax Preparation
  • Benefits of Professional Tax Preparation

As you write these articles, plug your tax preparation services. Suggest that readers use a tax preparer they can trust to do the job correctly the first time, and—if you possess any certifications or other unique qualifications—talk them up!

6. Create Helpful YouTube Videos About Tax Preparation

YouTube is a popular platform, so why not use it to your advantage? Make an account (it’s free!) and start posting helpful tax preparation videos. The videos can document your day-to-day activities, follow a particular task from start to finish, or answer common questions surrounding tax season. These videos will build your credibility as a tax preparation business and make it easier for viewers to see that you know what you’re doing and build trust.

In the video description, include your contact information and a link to your tax preparation website so they can learn more.

7. Email Marketing = Tax Preparation Marketing, Too!

Email marketing is one of the oldest forms of digital marketing, and there’s a reason it’s stuck around so long: it works. For every dollar you spend on email marketing for your tax preparation business, you’ll make (on average) a $40 return on your investment.

Because most tax preparation businesses overlook the benefits of email marketing, it’s a great lead generation option for your business. For instance, businesses that stay in touch with their ideal customers via email generate 50% more sales-ready tax preparation leads and spend 33% less money on making sales.

8. Get Tax Preparation Marketing Ideas from Your Chamber of Commerce

If you haven’t already joined your local chamber of commerce, attend their next meeting and start networking with other local business owners. In particular, try to connect with employers and small businesses—they’re likely to send more tax preparation leads your way!

9. Give Telemarketing a Chance to Generate Tax Preparation Leads

Though telemarketing was once a good channel for generating tax preparation leads, many people now block unwanted calls. However, there are still companies out there that will telemarket for you and set up appointments with potential tax preparation customers.

While this is a viable solution for marketing for tax preparation services, it would be wise to evaluate how the cost compares to other tax preparation advertising ideas to see if it’s worth the expense for your business. In busy seasons, it might be extremely effective!

10. Reputation Management Affects Your Tax Preparation Business

Did you know 85% of people search online to find local tax preparers? Those same people are also researching your reputation—what are your past customers saying about the quality of your work? Were your prices fair? Did you deliver the results you said you were going to?

Offline, you can use word-of-mouth to your advantage. Ask your satisfied customers if they can think of any neighbors, friends, family, or acquaintances who might need your tax preparation services. Give them plenty of business cards to pass around, and ask if you can put a temporary sign in their yard with your business name and phone number.

Online, list your tax preparation business on review websites and ask your happy customers to leave a review on Google. Doing so makes it more likely that you’ll get more tax preparation leads.

11. Ad Retargeting Is a Fresh Tax Preparation Advertising Idea

Have you ever searched for a product online then noticed ads for it following you around the internet? That’s retargeting, and you can do it to help grow your tax preparation business.

Retargeting is a great way to keep your tax preparation business and tax preparation website in front of potential customers who have already shown interest by visiting your website. This is one tax preparation advertising idea well worth trying, especially if you’re already getting good traffic to your tax preparation website. Throw in some SEO for tax preparers for an extra visibility boost!

12. Make Your Tax Preparation Advertising Stand Out with a Unique Selling Point

If you want to stand out from your local competitors, your tax preparation ads need a unique selling point. That could be your level of service, your experience in the industry, your competitive prices, your reputation, your employees, your guarantees—anything that sets you apart. Once you’ve figured out your USP, use that selling point in your tax preparation ads and tax preparation advertising materials!

If you’re not sure where to start, take a look at how your competitors are generating tax preparation leads. What’s their USP, and how can you beat it? What would matter more to your customers and the community you serve? Here are some ideas to get you started:

  • Response time
  • Specialized services
  • Guarantees
  • Level of service

Can you think of something else that’s unique to your business? Maybe your origin story or how you got started? Use it!

13. Use Google’s Local Service Ads to Get More Tax Preparation Leads

Google’s Local Services ads are a type of pay-per-lead ad, and they appear at the top of the search results page. These ads get about 13.8% of clicks—that means if 50 people in your area search for tax preparers, at least 7 of them will click one of those ads and turn into a tax preparation lead.

How much more money would you make per month with 7 more tax preparation jobs? For an extra boost, consider investing in tax preparation digital marketing, then use SEO for tax preparers and a professional tax preparation website design to hook your potential customers.

14. Co-Market With a Relevant Business

Co-marketing means you’re teaming up with another business to share lead generation opportunities. For example, you might want to partner up with a complementary service provider and offer a discount to customers who use both of your services. In the end, this kind of combined marketing can help grow your tax preparation business since you’re both working to generate new tax preparation leads.

15. Send Out Direct Mailers to Get More Tax Preparation Leads

Here’s another tax preparation marketing idea that’s stood the test of time: direct mailers. Compared to the chaos that is most email inboxes today, old-school mailboxes are seeing a lot less action, which means your letter or postcard is much more likely to be seen and read by potential customers.

According to the Direct Marketing Association, direct mail has an average cost per lead of $51.40 for a general mailing list and $54.10 for postcards. Compare that to what you’re paying on average for tax preparation leads from other sources to determine if this is a viable solution for you.

16. Canvass the Area to Generate Tax Preparation Leads

Canvassing an area to generate tax preparation leads might seem like an old-school marketing tactic, but it’s a tax preparation advertising idea worth trying. After all, consumers are more likely to work with you when they can put a face to your business.

Follow these tips for the best results:

  • Always be polite and courteous, even if you don’t get the reaction you want.
  • Set a goal for each interaction: set an appointment, get their contact information, or make a sale.
  • Have a script ready, so you’re better prepared.
  • Follow up with potential customers after getting their info.

When you’re prepared for a constructive interaction, you’re much more likely to get a favorable result. In this case, that’s a tax preparation lead!

17. Increase Referrals to Get More Tax Preparation Leads

Referrals are a great way to capitalize on word-of-mouth marketing. Offer your existing customers an incentive to refer their friends, families and neighbors to your tax preparation business, and give them a discount in return. Since people are far more likely to use a business that a friend recommends to them, this is one tax preparation marketing and tax preparation advertising idea you shouldn’t pass up.

18. Use LinkedIn to Attract Tax Preparation Leads

LinkedIn is more than a great place to establish yourself as a tax preparation expert and tax preparation business owner—it’s a great place to generate tax preparation leads, too. How? Do a search for local businesses and employers you can connect with and talk about the tax preparation services you provide.

19. Hunt for Tax Preparation Leads on Craigslist

Craigslist might seem like a dated suggestion, but tons of people still use it when they need to find someone for their tax preparation. Take a quick scroll through the classifieds and see if anyone is looking for a tax preparer. Write down their names and numbers, then get in touch with them to discuss their specific needs. More often than not, people searching for tax preparers on Craigslist are ready to work with you now and pay for your services.

20. Don’t Pay for Tax Preparation Leads If You Don’t Need To

We’ve talked about using HomeAdvisorAngiThumbtack and CraftJack for leads before, and all of them should be treated with caution. While they might deliver a lot of leads to your tax preparation business, the quality of those leads often isn’t up to par. Whenever possible, you want to attract quality leads to your tax preparation website that will turn into paying customers. All too often, lead generation services like HomeAdvisor and Angi just don’t deliver on quality. You’re likely to spend your time chasing down bad leads instead of talking to good ones.

A better alternative for helping grow your tax preparation business is using tax preparation digital marketing. Combined, SEO for tax preparers and professional tax preparation website design can increase your online visibility and win you more tax preparation leads.

Sign Up With Townsquare Interactive to Maximize Your Tax Preparation Marketing Budget

Website design isn’t the only element of an effective tax preparation marketing campaign, but it is the most important. One of the best things you can do for your business is to make sure your website has everything it needs to continuously generate tax preparation leads using the steps above.

Adding other elements to your marketing campaign, such as SEO for tax preparers and reputation monitoring, can strengthen your tax preparation marketing campaign and help you to generate more tax preparation leads.

The team at Townsquare Interactive specializes in creating tax preparation websites and marketing campaigns that generate tax preparation leads for businesses across the country. All of our tax preparation website designs feature the elements mentioned above, and our dedicated marketing specialists and teams of experts can provide personalized suggestions for how to take your tax preparation marketing campaign to the next level.

Click the button below to learn more about our tax preparation marketing packages and how to grow your tax preparation business.

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