- Ask for referrals from everyone you serve. Referrals are a great source for new clients.
- Use no-cost or low-cost marketing options now available with e-mail and social media.
- Don’t overpromise and fail to deliver. Fulfill any claims you make in your communication and marketing materials regarding pricing and deadlines.
- Provide basic services for free. This will attract customers who subsequently will sign up for fee-based services, such as state income tax preparation filing.
- Communicate with clients you’ve previously served throughout the year to maintain their loyalty at tax time.
- Find ways to educate potential clients about your education and your abilities to reduce their taxes. This will differentiate you from those who just enter data into a software program.
- Offer a range of personalized services. Small players can gain a competitive advantage by developing a relationship with clients in other business or personal financial areas.
- Build an experienced workforce. Experienced tax preparers can perform a larger volume of work and generate higher revenue through speed and efficiency.
