The Ultimate Tax Pro Marketing Guide

Marketing doesn’t have to feel like pulling teeth. This step-by-step playbook gives tax pros the tools to finally get visible, attract clients, and grow their business without burning out.

Inside you’ll get:

✅ 30+ plug-and-play social media captions

✅ Proven ad copy + frameworks for FB/IG

✅ Referral program template + flyer

✅ Ready-to-send email funnel sequence

✅ A 90-day marketing calendar designed for families & small biz clients

✅ Bonus: Tax Prep Checklist lead magnet

Whether you’re brand new or seasoned, this $5 toolkit will save you hours of guesswork and help you book more clients this tax season.