Table of Contents:
- Tip 1: Create and Optimize Your Website for Lead Generation
- Tip 2: Leverage Content Marketing to Build Authority
- Tip 3: Build a Social Media Presence
- Tip 4: Leverage Email Marketing to Nurture Leads
- Tip 5: Host Webinars or Virtual Workshops
- Additional Digital Marketing Tactics for Tax Advisors
Building a thriving tax advisory business goes beyond providing excellent tax planning services. To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. Online platforms and tools can help you expand your client base, position yourself as an expert, and ensure clients view you not just as a seasonal tax preparer but as a trusted partner for their long-term financial well-being.
Here are digital marketing tactics to consider, tailored to tax advisors looking to grow their firms by offering comprehensive tax planning services:
Tip 1: Create and Optimize Your Website for Lead Generation
Your website is the foundation of your digital presence, and it can do more than list your services—it can clearly communicate the value you offer. It’s also an important touchpoint to introduce your tax practice’s staff to potential clients, giving you to potential build a personal relationship from the start.
Key Elements Of A High-Performing Tax Advisor Website
- Clear Site Structure: Clearly lay out your website with one topic or service per webpage and implement simple navigation to guide site visitors in an intuitive way.
- Lead capture forms: Include clear and enticing call-to-actions (CTAs), like “schedule a call,” paired with forms to collect client information.
- SEO optimization: Optimize your website for search engines like Google by focusing on keywords that resonate with your target audience. For example, “comprehensive tax planning” or “long-term tax strategies for small businesses” can, over time, help you attract the right visitors.
- Mobile-friendly design: Ensure that your site is responsive and loads quickly on all devices, as potential clients will likely access your site via smartphones or tablets.
Tip 2: Leverage Content Marketing to Grow Traffic
A blog or video series can answer common tax-related questions relevant to prospective and existing clients, and can be an effective way to demonstrate your areas of knowledge or focus.
Examples Of Valuable Tax Advisor Content
- Articles: Blog posts like “5 Year-End Tax Planning Tips” or “How to Prepare Your Business for New Tax Laws” can show your areas or focus to clients.
- Audience-specific Guides: E-books or whitepapers such as “The Ultimate Guide to Small Business Tax Deductions” can offer content in a variety of formats.
Regularly posting and distributing content across multiple platforms, including your website, social media, and email newsletters, can help grow exposure and traffic to your website over time.
Tip 3: Build a Social Media Presence
Social media is a powerful tool for engaging with current and prospective clients. Focus on platforms where your target audience spends the most time, such as LinkedIn, Facebook, or Instagram.
Social Media Tips For Tax Advisors
- Educate: Share information about certain areas of taxation that you focus on and are knowledgeable of.
- Engage: Engage with your followers by responding to comments and questions and starting conversations about common tax issues.
- Pay for Targeted Ads: Consider running ads that will be shown to individuals or businesses looking for tax planning services in your area. Social media platforms allow for highly-targeted ad campaigns, ensuring your message reaches those most likely to need your services. You can even “boost” your organic social posts to give them more visibility.
Tip 4: Leverage Email Marketing
Email marketing can be a powerful tool for staying connected with prospects and current clients. By sending newsletters, or one-off messages, you can stay connected with your contacts throughout the year.
Email Marketing Best Practices for Tax Advisors
- Be Relevant: Divide your email list to send personalized messages. For example, send one type of email to small business owners and another to individual taxpayers looking for tax-saving strategies.
- Diversify Your Content: Include a mix of content in your emails—such as helpful tax planning tips, important tax deadlines, or updates on tax law changes.
- Automate Emails: Use automation to follow up with potential leads who’ve filled out forms on your website but haven’t yet scheduled a call.
Tip 5: Host Webinars or Virtual Workshops
Offering webinars or virtual workshops can be an effective way to share information while building relationships with your community. Topics can range from year-end tax planning strategies to understanding the new tax laws affecting businesses.
How To Make Tax Webinars Effective
- Promote your webinars through your email list and social media channels. Even better, hold a joint webinar with a wealth management firm or tax attorney to build a larger audience.
- Record your webinars and offer them as free downloads on your website in exchange for contact information. This can serve as a valuable lead-generation tool.
- Follow up with attendees by offering a free consultation or providing additional resources.
Additional Digital Marketing Tactics for Tax Advisors
As part of a comprehensive marketing strategy, you may want to invest in paid advertising or managing reviews across websites like Google or Yelp. These can be managed internally; however, leveraging the expertise of a marketing specialist or agency may help you manage these efforts more effectively.
Paid Ads
While organic search, like content marketing, may take time to show results, paid search ads (e.g., Google Ads) can help you get traffic to your website in less time. By building ad campaigns around search terms such as “tax planning services near me” or “small business tax consultant,” you can strive to attract prospects actively searching for tax help.
Prioritize Your Digital Marketing Efforts
By optimizing your online presence, sharing valuable content, and leveraging email and social media marketing, you can position your firm as a tax planning resource for prospects to consider working with.
But you don’t have to invest in all of these digital marketing activities at once. Instead prioritize your marketing investments by what will help you attract new clients and retain existing ones, paving the way for sustained growth and success for your tax advisory firm. Every tax firm is different, so focus on what will drive the best results for you.
Ready to Grow Your Tax Firm?
Schedule an intro with Harness today to see how our modern software, in-house concierge team, curated high-value client introductions, and professional community can support your tax practice.
Tax related services provided through Harness Tax LLC. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness”. Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser. This article should not be considered tax or legal advice and is provided for informational purposes only. Please consult a tax and/or legal professional for advice specific to your individual circumstances.
