Think beyond compliance – tax season is a prime opportunity to attract, engage and convert prospects into clients. According to a CEG Insights study, 92% of clients expect tax planning advice from their advisor, but only 22% reported that they’re actually getting it.
If you provide tax services – you’re ahead of the curve and this should be reflected in your marketing. Try differentiating yourself with these four simple marketing tips.
1. Make Your Website a Resource for Tax Expertise
Your website should clearly communicate your value and tax planning expertise by providing useful insights.
Here are some things you can do on the site to guide clients and prospects:
- Create an FAQ page that answers the top tax-related questions. Not only will that help prospects find you, but you’ll also be ranked in AI-driven search results.
- Highlight the tools and software you use to streamline tax preparation and financial planning.
- Adding a short, engaging video explaining the value of your service can significantly enhance engagement.
- Incorporate lead magnets such as free tax checklists or webinars in exchange for an email address. Send follow-up emails to keep them engaged and nurtured beyond tax season.
View some of the best examples of advisors showcasing tax services on their websites.
2. Use Email Marketing to Deliver Real Value
A well-rounded email strategy goes beyond simple tax deadline reminders. Use email to showcase how your tax planning helps clients make better decisions across their entire financial picture.
Share timely updates and valuable information. For example, send emails with clear guidance on key dates, tips to avoid common tax mistakes, or what a tax return can reveal about financial health.
Regular, helpful emails position you as a proactive resource – not just someone they hear from during filing season.
3. Engage Niches on Social Media with Tax-Savvy Content
Tax season is stressful – address your audience’s pain points by sharing helpful social media content. Simply tailor your content to your specific niche (business owners, executives, high-net-worth individuals, etc.) to address their tax concerns more directly.
Educational posts are great for engagement, but short explainer videos on tax-saving tips or industry-specific tax strategies will drive even more engagement and help you establish yourself as an expert who can help them.
4. Host Events That Educate and Convert
Educational events – whether online or in person – give you the chance to build trust, deepen relationships, and generate leads.
Try hosting a webinar with a CPA partner to maximize your reach and expand your audience. Or you could host a “Shred Day” event post-tax season for clients and prospects to safely dispose of sensitive documents – this is a low-cost, memorable way to connect.
Even if you don’t have emails for prospects, you can send them an event invite via LinkedIn.
Turn Tax Season Into A Marketing Win
Your tax planning expertise is more than a service – it’s a strategic advantage. With the right approach, this busy time of year can become your most powerful marketing season yet.
Related: The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites