Tax Marketing HQ

Tax season client reactivation process

Do you lose tax preparation clients each year? Some tax offices experience a higher rate of client turnover than others. Depending upon your target market, business model, and fee structure, your turnover rate can vary quite widely. There are offices out there that experience turn rates in excess of 20%. For some of you reading […]

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Do you have a pre-season tax prep marketing plan?

This week, founding members of my brand new Platinum Inner Circle program received the detailed pre-season marketing plan for my new tax office in Washington state. (If you’re a Platinum member and didn’t see that yet, you can find it in the members area under “Marketing Materials”). Over the past couple days since releasing that […]

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How to skyrocket your tax business

Revenue growth. Do you want that? Everything I write about in these Tax Marketing Tips… Everything I discuss on our Premium member Q&A calls… Every book, every course, every seminar… It’s all about helping you to achieve revenue growth. If growing your client base…increasing your fees…and making more money are NOT your objective, then please […]

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Maximizing tax office efficiency

When your tax practice operates at maximum efficiency, you are leveraging your strategic assets to produce maximum profits. Most of us are in this business for the sake of creating profits. Otherwise, what would be the point of driving ourselves crazy with tax code and clients, right? In my experience, when you are operating at […]

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What’s *actually* important in your tax practice?

“Lately it occurs to me: What a long, strange trip it’s been.” –Robert Hunter, “Truckin’” Going to Burning Man is like spending a week in an alternate universe. It’s an event that is almost indescribable to somebody that hasn’t been there, and it’s even more difficult to define exactly what it’s all about. Having been […]

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Making a million bucks, by the numbers

One of the tasks I’ll be embarking on after settling down in Washington state next month is the updating, revision, expansion, and editing of all of my published books. Before the end of the year, I’ll have new editions of each book done. The first of these to get the update treatment will be my […]

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Have you written your book yet?

It’s the final few hours of the NAEA national convention here in Las Vegas. It’s been a blast getting to meet some long-time Tax Marketing Tips readers face to face, plus being introduced to many new readers as an exhibitor here in conjunction with NTPI. Many thanks to everybody that has dropped by to chat! […]

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How To Expand Your Tax Practice

Expanding into new realms is one of the best ways to expand your tax or accounting practice. In this article, we will discuss how to do exactly that. When it comes to market expansion of your practice, there are really two ways to go about doing it. The first is to consider geographical expansion. You […]

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