Winning new clients is one of the most challenging parts of running a successful tax preparation business. Having years of experience and attention to detail is not enough. You need to establish a rapport with potential clients and expand your practice to numerous platforms.
Here are four expert tips you can follow to attract new clients:
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Optimize Your Local SEO Profile
More than 80% of U.S. consumers search for a local business at least once a week. This is called local SEO, and it is one of the most effective ways to boost visibility. With local SEO efforts, your business will show up every time someone in your vicinity searches for tax preparation services.
Here’s how you can rule local SEO:
- Optimize your Google Business Profile. Add correct information about your business, compelling descriptions of services, and positive reviews to optimize your profile.
- Focus on local citations. Get your business featured on other relevant websites to build authority.
- Target local keywords. This will help you reach clients who are looking for services similar to yours in your area.
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Boost Your Online Presence
Another effective way to attract new clients is to boost your online presence. If you’re in the early stages of starting a tax prep business, make a professional and user-friendly website. Ensure clear navigation, fast loading time, and robust customer support to attract customers.
If you’ve already got a website, make these three changes to boost conversion rates:
- Highlight how your service addresses pain points. Make it obvious what your website offers and why visitors should choose you.
- Include clear calls-to-action. Guide visitors throughout the process. Buttons like “Book Your Initial Consultation Call” and “Get Your Tax Prep List” can attract visitors.
- Give visitors free resources, such as a tax documentation checklist.
You can also boost your online presence by crafting valuable content. Informational blogs and articles can give your business authority and help you build a sustainable client base.
Don’t limit yourself to one platform. According to an informational guide by Intuit, marketing yourself is one of the best ways to expand your tax business. Leverage platforms like LinkedIn to build connections.
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Arrange Q&A Sessions
As mentioned earlier, providing value to potential clients is beneficial in the long run. Hosting Q&A calls is an easy way to demonstrate your expertise and grow your client base.
You can arrange weekly sessions over YouTube and Facebook, where visitors can ask tax-related questions, such as how to save money on tax returns. Inviting other industry professionals and collaborating with them can also help you win new clients.
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Leverage Client Testimonials
As of 2024, nearly 80% of consumers check Google Reviews to evaluate a business. Moreover, people are more likely to trust the opinion of a previous customer than they are to trust flashy marketing campaigns.
If you’ve existing clients who appreciate your tax preparation services, ask them to leave a review on your Google business profile, website, or any third-party review site. Follow these tips when you’re requesting a review:
- Be direct and concise.
- Send them an email. Thank the client for trusting you and ask if they would be willing to share their thoughts.
- Share a review link to make things easy for your clients.