TAX PREPARER’S MARKETING PLAN

The following list of recommendations has been listed in priority and if implemented, should improve upon sales and profits of Tax Preparer’s business.

1) Creation of website.

Tax Preparer’s should create a website, in order to improve credibility and retain loyal customers.

-The use of Landing Pages, Blog Creation and Affiliate marketing techniques are the leading ways to create leads and online revenue. -Incorporate email marketing campaign immediately.

2) Use social media effectively to create brand awareness and stay connected with clients/customers.

Begin using social media more actively to connect with customers, utilizing sites such as: Twitter, Instagram, Facebook, Pinterest, LinkedIn, and YouTube, these are essential places to network, invite, and create loyalty amongst patrons.-Buffer, the social media management tool, will be utilized to consistently post over social media platforms, on a timely basis. -Live feed videos, tutorial aids, YouTube channel setup for visuals.-Graphic Design for creatives through print and social media(Memes, inspirational quotes, photos, etc.)

3) Continue and expand local advertising by use of newspapers, brochures and flyers.

Use of printed flyers and brochures for invites and special promotion. Implement a monthly newsletter or magazine to clients. Advertise in local newspaper and magazines. Programmatic advertising would be ideal(Simpli.fi)

4) Use incentives to keep and attract new customers.

Use promotion and production incentives to promote business during slow periods.- Event Planning -Partner with other businesses for cross promotion.

5) Tax Preparer’s should implement a loyalty/referral program.

To increase relationships with customers, Tax Preparer’s should begin a program to retain customers. A referral program should be implemented as well.-Perka (loyalty program)-Testimonials and Reviews over social media, webpage and review sites, such as, Yelp! Will be implemented.

6) Continue to bring in various marketing and advertising ideas.

Other competing tax offices will discontinue marketing campaigns and fail to advertise, in order to compete, Tax Preparers’ should continue.-Continue to research current trends, staying abreast of new ideas and strategies.-Use of Automation software like Hubspot for CRM

7) Expand the use of sponsorships in the local communities.

Become known as the place that gives back within the community, increase Humanitarian efforts.