Preparing for Tax Season: Strategies for Newsletters, Paid Ads, and Client Retention

August 13, 2024

–

Podcast

This video is sponsored by Sieben Cybersecurity: Refundo's new cybersecurity solution for tax professionals. For more info go here: https://refundo.com/sieben

‍

Welcome back to the Marketing for Tax Professionals podcast! In this episode, hosts Emely Roman and Jesse Arroyave dive into essential strategies to help you prepare for the upcoming tax season. From sharing newsletters and running effective paid ad campaigns to offering additional services, we've got you covered.‍

‍

In This Episode:👇👇‍

‍

✅ Newsletter Strategies: Learn how to keep your clients informed and engaged year-round with effective newsletter content.

‍

✅ Client Retention Tips: Discover best practices for retaining at least 90% of your clients even during the off-season.

‍

✅ Content Ideas: Get insights on what to include in your newsletters beyond IRS updates.

‍

✅ Simplifying Complex Topics: Tips on how to make complicated tax updates easy for your clients to understand.

‍

✅ Running Paid Ad Campaigns: Understand the importance of building your list in the off-season and how to allocate your ad budget effectively.

‍

✅ Niche Marketing: Learn why going niche-specific can help you compete on value rather than price.

‍

✅ Consistency is Key: Why it's crucial to start your marketing efforts now and stay consistent.‍

‍

Key Takeaways🔥‍

‍

🔥 Retention and Engagement: Keep your clients engaged with regular, valuable content.

‍

🔥 Niche Down: Specialize in a specific area to stand out and provide more value.

‍

🔥 Experiment and Learn: Use the off-season to test and refine your marketing strategies.

‍

🔥 Start Today: Block out time in your calendar to start implementing these strategies immediately.

‍

Join the Conversation:

‍

Continue the discussion in our Elite Tax Pros Facebook Group! Connect with over 500 tax professionals, access valuable resources, and get expert advice to grow your business.

‍

🔗 Join the Elite Tax Pros Facebook Group: https://www.facebook.com/groups/elitetaxpros

‍

Don't forget to like, comment, and subscribe for more tips and strategies to elevate your tax business!

‍

World of Opportunities

The Marketing For Tax Professional Podcast Is Just The Beginning

Explore a world of opportunities beyond the podcast. Our ecosystem is tailored to foster growth, connection, and continuous learning for every tax professional.

Refundo Tax Software

For a limited time, you can purchase CrossLink, Drake, 1040 Online, and RushTax software directly from Refundo which also includes a 100% Money Back Guarantee.

Learn More

The Waitlist ForRefundo Academy

Join the waitlist for Refundo Academy to gain early access to exclusive, in-depth training and resources designed to elevate your tax business.

Coming Soon

Free Downloads To Elevate Your Tax Game

Free Guide

2024 Social Media Content Calendar

Maximize your online presence with our 2024 Social Media Content Calendar! Designed specifically for tax professionals, this comprehensive calendar provides a year’s worth of strategic content ideas, key dates, and planning tools to help you engage your audience, build your brand, and attract more clients.

Download Now!

Steal Our Highest Performing Lead Magnet

How To Write Off Almost Anything

This high-performing lead magnet reveals the strategies and tips used by tax professionals to help their clients save thousands on taxes. Learn how to identify and leverage eligible expenses, turning everyday costs into valuable tax write-offs.