Marketing Admin
Manage strategies, recommendations, and affiliate plans.
100 strategies
List Your Tax Business on Google Business Profile
Claim and set up your free Google Business Profile so people in your area find you in Search and Maps.
$0
Recommended budget: $0 · One-time, then monthly upkeep
List Your Business on Apple Maps
Claim your free Apple Maps listing so iPhone users can find, call, and get directions to you.
$0
Recommended budget: $0 · One-time, then monthly upkeep
List Your Business on Bing Places
Add your business to Bing Places for free to capture Bing and Yahoo local searches.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Create Local Business Directory Listings
Get listed on Yelp, Yellow Pages, Nextdoor, and other free local directories where people search for tax help.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Improve Existing Business Listings
Audit and upgrade the listings you already have with photos, services, and keywords.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Keep Business Hours Updated
Keep your hours current everywhere so clients never show up to a closed office.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Add Business Photos to Local Profiles
Add real photos of you, your office, and your team to your business profiles.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Add Services to Business Profiles
List your services explicitly on your profiles so searchers know exactly what you offer.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Add Tax Preparation Service Descriptions
Write clear, plain-language descriptions of each tax service you offer.
$0
Recommended budget: $0 · One-time, then monthly upkeep
Ask Clients for Business Reviews
Ask every happy client for a review on Google and your other profiles.
$0
Recommended budget: $0 · After every client
Create a Client Referral Program
Design a simple program that thanks clients for sending new clients your way.
$1-$50
Recommended budget: $50 · After every client, plus monthly pushes
Ask Every Satisfied Client for One Referral
Make asking for one referral part of every happy-client conversation.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Create Family Referral Campaign
Encourage clients to bring family members in for one appointment.
$1-$50
Recommended budget: $50 · After every client, plus monthly pushes
Create Friend Referral Campaign
Run a simple give-a-friend offer your clients can share.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Create Past-Client Referral Campaign
Reach out to former clients and ask them to refer people in their network.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Create Referral Cards
Print simple cards clients hand to people who need a preparer.
$1-$50
Recommended budget: $50 · After every client, plus monthly pushes
Create Referral Tracking System
Track who sent each lead so you can thank and reward your top sources.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Reward Top Referral Sources
Thank the people who send you the most clients.
$1-$50
Recommended budget: $50 · After every client, plus monthly pushes
Ask Business Clients for Employee Referrals
Ask your business clients to offer your services to their employees.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Create Affiliate-to-Affiliate Referral Strategy
Swap overflow and out-of-area leads with other Tax Max affiliates.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Contact Last Year's Clients
Call or message every client from last season to book this year.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Returning Client Campaign
Create a welcome-back message and offer for returning clients.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Send Tax Season Opening Announcement
Announce you're open for the season to your list and followers.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Send Appointment Reminder Campaign
Set reminders so booked clients actually show up.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Missing-Documents Follow-Up
Systematically follow up with clients whose documents are still outstanding.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Contact Clients Who Did Not Return
Reach out to clients from prior years who didn't come back last season.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Former Client Win-Back Campaign
Run a targeted offer to win back clients who left for another preparer.
$1-$50
Recommended budget: $50 · Pre-season, then in-season follow-ups
Create Early Filing Campaign
Encourage clients to file early with a deadline-driven push.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Tax Season Countdown Campaign
Count down to key tax deadlines to drive booking urgency.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Post-Filing Follow-Up Campaign
Follow up after filing to confirm acceptance, thank clients, and ask for referrals and reviews.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Tax Tip Videos
Post short videos with one practical tax tip each.
$0
Recommended budget: $0 · Weekly
Create Filing Status Videos
Explain filing statuses in plain language for confused taxpayers.
$0
Recommended budget: $0 · Weekly
Create Dependent Education Videos
Cover who counts as a dependent — one of the most-asked client questions.
$0
Recommended budget: $0 · Weekly
Create Tax Credit Education Videos
Explain common tax credits people miss, educationally and accurately.
$0
Recommended budget: $0 · Weekly
Create Deduction Education Videos
Explain common deductions in simple, accurate videos.
$0
Recommended budget: $0 · Weekly
Create Schedule C Videos
Teach side-hustlers and freelancers about self-employment taxes.
$0
Recommended budget: $0 · Weekly
Create Tax Document Checklist Videos
Show clients exactly what documents to bring to their appointment.
$0
Recommended budget: $0 · Weekly
Create Tax Myth vs Fact Content
Debunk common tax myths in a myth-vs-fact format.
$0
Recommended budget: $0 · Weekly
Create Frequently Asked Question Videos
Answer the questions your clients actually ask, on camera.
$0
Recommended budget: $0 · Weekly
Create Tax Season Countdown Content
Post deadline countdowns during the season to drive bookings.
$0
Recommended budget: $0 · Weekly
Create Behind-the-Scenes Tax Office Content
Show your office and process so prospects feel comfortable before they book.
$0
Recommended budget: $0 · Weekly
Create Meet Your Tax Preparer Content
Introduce yourself — your story, your credentials, your why.
$0
Recommended budget: $0 · Weekly
Create Client Education Graphics
Share simple, accurate educational graphics your clients can repost.
$0
Recommended budget: $0 · Weekly
Create Tax Preparation Checklists
Post checklists clients can screenshot and save.
$0
Recommended budget: $0 · Weekly
Create Community-Focused Content
Spotlight local happenings and your community ties.
$0
Recommended budget: $0 · Weekly
Create Small Business Tax Content
Create content for small business owners' tax questions.
$0
Recommended budget: $0 · Weekly
Create Self-Employed Tax Content
Create content for gig workers, freelancers, and 1099 earners.
$0
Recommended budget: $0 · Weekly
Create Weekly Tax Q&A Content
Answer real client questions once a week, every week.
$0
Recommended budget: $0 · Weekly
Create Educational Carousel Posts
Turn one topic into a swipeable multi-slide explainer.
$0
Recommended budget: $0 · Weekly
Create Tax Season Story Posts
Use stories for polls, countdowns, and daily booking prompts during the season.
$0
Recommended budget: $0 · Weekly
Distribute Flyers in Target Neighborhoods
Hand-deliver flyers in the neighborhoods you want to own.
$50-$300
Recommended budget: $150 · Monthly
Place Flyers at Approved Local Businesses
Place flyers and cards at businesses that give you permission.
$1-$50
Recommended budget: $50 · Monthly
Distribute Business Cards
Keep cards in hand everywhere you go and leave them where allowed.
$1-$50
Recommended budget: $50 · Monthly
Attend Community Events
Show up where your community gathers and be visible.
$0
Recommended budget: $0 · Monthly
Sponsor a Community Event
Put your name on a trusted local event for visibility and goodwill.
$300+
Recommended budget: $400 · Monthly
Host a Tax Education Workshop
Teach a free session on tax basics to educate and capture leads.
$1-$50
Recommended budget: $50 · Monthly
Host a Tax Question-and-Answer Session
Hold an open Q&A where anyone can ask you tax questions.
$0
Recommended budget: $0 · Monthly
Partner With Community Organizations
Build relationships with local organizations that serve your community.
$0
Recommended budget: $0 · Monthly
Join Local Business Networking Events
Attend local networking groups to build referral relationships.
$1-$50
Recommended budget: $50 · Monthly
Attend Small Business Events
Attend events where small business owners gather.
$1-$50
Recommended budget: $50 · Monthly
Partner With Barbershops
Build a flyer-and-referral relationship with local barbershops.
$1-$50
Recommended budget: $50 · Monthly partner check-in
Partner With Beauty Salons
Cross-promote with salons whose clients match yours.
$1-$50
Recommended budget: $50 · Monthly partner check-in
Partner With Nail Salons
Place materials and swap referrals with local nail salons.
$1-$50
Recommended budget: $50 · Monthly partner check-in
Partner With Childcare Centers
Reach parents through the centers they already trust.
$1-$50
Recommended budget: $50 · Monthly partner check-in
Partner With Real Estate Professionals
Partner with agents who meet new homeowners — a top tax-change audience.
$0
Recommended budget: $0 · Monthly partner check-in
Partner With Insurance Professionals
Swap referrals with insurance agents who share your client type.
$0
Recommended budget: $0 · Monthly partner check-in
Partner With Bookkeepers
Be the preparer local bookkeepers hand their tax questions to.
$0
Recommended budget: $0 · Monthly partner check-in
Partner With Payroll Professionals
Build referral relationships with payroll providers.
$0
Recommended budget: $0 · Monthly partner check-in
Partner With Small Business Owners
Build direct relationships with local business owners.
$0
Recommended budget: $0 · Monthly partner check-in
Partner With Local Retail Businesses
Cross-promote with retail shops in your area.
$0
Recommended budget: $0 · Monthly partner check-in
Create Employee Tax-Preparation Partnerships
Offer group tax prep to a business's employees.
$0
Recommended budget: $0 · Monthly partner check-in
Create Apartment/Residential Community Partnerships
Post approved materials or host sessions where people live.
$1-$50
Recommended budget: $50 · Monthly partner check-in
Create Church or Faith-Community Outreach Strategy
Build respectful relationships with faith communities in your area.
$0
Recommended budget: $0 · Monthly partner check-in
Create Nonprofit Community Partnerships
Support local nonprofits and become their recommended preparer.
$0
Recommended budget: $0 · Monthly partner check-in
Create Entrepreneur Networking Partnerships
Network with local entrepreneurs and startup communities.
$0
Recommended budget: $0 · Monthly partner check-in
Call Previous Clients
Work the phone list — calls convert better than any message.
$0
Recommended budget: $0 · Weekly
Text Previous Clients With Proper Consent
Text past clients who've opted in to hear from you.
$0
Recommended budget: $0 · Weekly in season
Email Previous Clients With Proper Consent
Email past clients who've agreed to hear from you.
$0
Recommended budget: $0 · Weekly to monthly
Follow Up With Old Leads
Re-contact leads who never booked from earlier seasons.
$0
Recommended budget: $0 · Weekly
Follow Up With Unconverted Prospects
Follow up with prospects who asked questions but didn't book this season.
$0
Recommended budget: $0 · Weekly
Create Weekly Lead Follow-Up Day
Block one recurring day each week just for follow-up.
$0
Recommended budget: $0 · Weekly
Create Appointment Follow-Up Process
Define what happens after every inquiry until they book or decline.
$0
Recommended budget: $0 · Weekly
Create No-Show Follow-Up Process
Define how you rebook clients who miss their appointment.
$0
Recommended budget: $0 · Pre-season, then in-season follow-ups
Create Referral Follow-Up Process
Follow up with every referred lead fast, and thank the referrer.
$0
Recommended budget: $0 · After every client, plus monthly pushes
Create Lead Reactivation Campaign
Run a campaign to re-engage leads who went cold earlier in the season or last year.
$1-$50
Recommended budget: $50 · Weekly
Host a Tax Season Kickoff Event
Launch the season with a local event that gets you noticed.
$50-$300
Recommended budget: $150 · Monthly or seasonal
Host a Client Appreciation Event
Thank current clients with an appreciation event that sparks word of mouth.
$50-$300
Recommended budget: $150 · Monthly or seasonal
Create an Early-Bird Promotion
Reward clients who book early in the season.
$1-$50
Recommended budget: $50 · Monthly or seasonal
Create a Family Filing Campaign
Promote family appointment slots — one visit, multiple returns.
$1-$50
Recommended budget: $50 · Monthly or seasonal
Create a Small Business Tax Day
Host a dedicated day for small business tax questions and signups.
$1-$50
Recommended budget: $50 · Monthly or seasonal
Host a Tax Document Preparation Day
Help clients get organized — and capture appointments in the process.
$1-$50
Recommended budget: $50 · Monthly or seasonal
Host a New Taxpayer Education Event
Teach first-time filers — young clients stay for years.
$0
Recommended budget: $0 · Monthly or seasonal
Create a Tax Season Giveaway Campaign
Run a simple, compliant giveaway to create buzz and capture leads.
$50-$300
Recommended budget: $150 · Monthly or seasonal
Create a Community Appreciation Campaign
Give back visibly — goodwill marketing that compounds.
$1-$50
Recommended budget: $50 · Monthly or seasonal
Host a Virtual Tax Workshop
Run a webinar so anyone can attend from home.
$0
Recommended budget: $0 · Monthly or seasonal
Get Professional Business Photos
Get one great headshot and photo set that works everywhere.
$50-$300
Recommended budget: $150 · One-time, then quarterly audits
Get Professional Tax Office Photos
Photograph your office so clients see a real, credible place.
$1-$50
Recommended budget: $50 · One-time, then quarterly audits
Create Branded Tax Checklists
Give clients checklists with your logo — useful marketing that travels.
$1-$50
Recommended budget: $50 · One-time, then quarterly audits
Create Branded Educational Guides
Publish simple PDF guides clients share with friends.
$1-$50
Recommended budget: $50 · One-time, then quarterly audits
Create Consistent Business Branding
Match your name, colors, and message across every platform.
$0
Recommended budget: $0 · One-time, then quarterly audits