Tax Pros: How to Build Your Clientele Before Tax Season

Build your tax clientele before tax season even begins.

This practical guide was created for tax preparers who are ready to stop waiting for clients and start intentionally building a business.

Inside, you’ll learn how to:

• Build your brand and look professional
• Identify your ideal clients
• Get your first 10 clients
• Turn referrals into new business
• Use Instagram and social media to attract potential clients
• Stay visible before and during tax season
• Follow up with potential and existing clients
• Build relationships that encourage repeat business
• Create a 30-day client-building strategy
• Work toward your goal of 30, 50, 100+ clients

Whether you’re brand new to tax preparation or you’ve already started and want to grow, this book gives you practical strategies you can put into action.

Your first client is only the beginning. Let’s build a clientele.

Created by T&B Tax Services