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3 Cheap Tax Resolution Marketing Strategies

Today’s video provides a significant jump in quality over the one from yesterday. Starting to get lighting and echo figured out, and I even learned how to button my shirt!

In this six minute video, I’ll cover three marketing strategies that you can start using today to grow your tax resolution business. These strategies are all very low cost, and one is even totally free. None of them are complicated, and you can jump in with both feet right away on all three tactics.

Now, I know that some people will look at one or more of these and immediately say, “Well, I need this or that…” or “But my region is different…”

No you don’t and no it’s not.

These three things are incredibly simple, and they do and will work everywhere for every practice. You simply need to implement. For example, you don’t need a script for the third one — and I know for a fact that this will be a common objection to taking action. Just start calling and make it up as you go. “I need a script” is merely an excuse for not taking action.

Without further ado…

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Video: Why You Should Be Using Video To Market Your Tax Firm

And now for something completely different… 🙂

As you may know by now, I tend to be a fairly introverted person. I’m inherently nervous in front of live seminar crowds, and even more self-conscious about being on camera. That’s why I almost always hide behind a PowerPoint deck online.

After years of successfully ignoring the live video trend, I’m realizing that I just can’t ignore it anymore.

So today I’m presenting the first in a new series of short tax resolution training videos that will cover various aspects of marketing, practice management, and case work to help you grow and operate your practice. In this first video, I explain why YOU should be doing video to give yourself a local search boost.

You’ll notice here that the lighting is pretty bad, the audio clarity isn’t the greatest, I’m moving too much, and I even managed to miss a button on my shirt. But one take and it was done, and here it is for you. I’ll be educating myself about lighting and other cinematography stuff over the coming weeks.

Without further ado…

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New Year, New Tax Season Marketing Plan

Today’s post is short, simple, and to the point: In order to achieve your best tax season ever, you need to focus very specifically, for several hours each week, on the following tasks:

  1. Get last year’s customers to come back this year. This is best achieved by regularly connecting with your clients.
  2. Get old prospects, no-shows, and cancelled appointments to come in this year (read this post on follow up marketing.)
  3. Fire your worst clients that you don’t want coming back this year.
  4. Get customers from previous years that did not return in 2016 to come back in 2017. Data mine through your old tax files to compile this list, then use either the prospect or client marketing techniques referenced above with them.
  5. Get referrals from existing customers.
  6. Find brand new customers through multiple streams of prospecting. See the Tax Practice Daily Marketing Checklist for a good starting point.

The setup process for all of the above items will take between 5 and 20 man-hours, largely depending upon the level of computerization of your client records. Weekly maintenance of the above marketing plan (you did recognize this as a marketing plan, right?) will take approximately one hour per day, sometimes less, depending on your goals.

Finding a few hours each week, even during the heat of tax season, is easy — don’t tell me it can’t be done. The most successful tax preparation businesses in the country manage their tax practices using the above marketing plan in one form or another. Just a few extra hours of your time each week is all it takes to literally adds tens of thousands of dollars to your bottom line for tax season.

The best time to do the setup work, which is the most laborious part, is RIGHT NOW — before the first peak … Continue reading

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