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How Tax Professionals Can Win New Clients
- 05 July 2022
- Blogs
- Skylight Digital
How To Get New Clients as a Tax Professional
There’s no doubt that starting your own tax practice can be a daunting task. But with the right strategies in place, winning new clients doesn’t have to be so tough. In this article, we’ll share some tips on how tax professionals can win new clients.
Get involved in your community
One of the best ways to get your name out there and attract new clients is to get involved in your community. There are many ways to do this, such as volunteering for local organizations, joining Chamber of Commerce committees, or speaking at local events. Not only will this help you build relationships with potential clients, but it will also show that you’re invested in your community.
Develop a niche
While it’s important to be well-rounded as a tax professional, developing a niche can also be helpful in attracting new clients. This could involve specializing in a certain type of tax return, such as small business tax returns, or focusing on a specific industry. By developing a niche, you’ll be able to position yourself as an expert in that area, which will make potential clients more likely to choose you over another tax preparer.
Stay up to date on tax law changes
Another way to attract new clients is to stay up to date on the latest tax law changes and be informed about current developments. This way, when clients come to you for help, they’ll know that you’re up-to-date on the latest information and can provide them with the most accurate advice. You can stay informed by reading trade publications, attending monthly webinars or conferences, or taking continuing education courses.
Leverage social media
Social media is a powerful marketing tool that tax professionals can use to attract new clients. When used correctly, social media can help you build relationships, share your expert knowledge, and promote your business. Be sure to post regularly and interact with your followers to get the most out of social media.
Offer free consultations
Offering free consultations is a great way to introduce potential clients to your tax preparation services. During these consultations, you can learn about the client’s needs and see if you’re a good fit for each other. This is also an opportunity for you to showcase your expertise and build rapport with the client.
Get referrals
Referrals are one of the best ways to attract new clients. When you provide excellent service to your current clients, they’ll be more likely to refer you to their friends and family. You can also offer incentives for referrals, such as discounts or free services.
Networking
Networking is another effective way to win new clients. There are many networking opportunities available, such as trade shows, business events, webinars and seminars, and joining professional organizations. Attend these events and get to know people in your industry. You never know when a potential client might come from one of your connections.
In Conclusion
By following these tips, you’ll be on your way to attracting new clients and growing your tax practice. Just remember that it takes time and effort to build a successful business. But with persistence and the right strategies, you can achieve your goals.
Boost your tax career with online tax courses or CPD subscription plans
If you’re looking for ways to further your tax career, consider enrolling in online tax courses or attending CPD webinars ensuring you remain current in the tax environment. And when you complete a course, you can add it to your CV or website to show potential clients that you’re always learning and expanding your expertise.
If you just need to fill a gap in your skillset and remain professionally competent as an existing tax practitioner, take a look at our range of CPD subscription plans (including live webinars, on-demand webinars, and access to technical content in our knowledge centre).