Win Tax Season Clients Playbook

A 12-slide guide for tax preparers looking to grow their client base ahead of and during tax season. Covers eight core strategies — niche positioning, local SEO/Google Business Profile optimization, review generation, client and partner referral programs, paid search advertising, year-round content and social media, email list building, and client retention — backed by industry data on referral and retention rates. Includes a month-by-month marketing timeline and a five-priority action list for preparers who want to start with the highest-impact moves first.