One of the biggest challenges in opening a tax preparation service or any business is securing clients. In this particular business type, tax preparers must find individuals or business owners who will entrust their crucial information and money, which can be somewhat tricky.
There is no shortcut to achieving success in this aspect, but new businesses can find clients by knowing the right steps to take. Here is how you can jumpstart your client search.
Tip 1: Have a Business Card and Always Carry It Around Tax Preparation Service
It is one thing to have business cards and another to always carry them with you. It may appear to be a minor thing, but it is a wise habit.
Business cards contain essential information to introduce yourself to potential clients. They also serve as your calling cards when you are out and about.
The problem with most business owners is that they have business cards but forget to actually use them. If you truly want to use your business cards, then ensure to place them in strategic places and have them on you at all times.
Tip 2: Know Where Your Target Clients Are For Tax Preparation Service
One of the biggest mistakes business owners make is not knowing where to find potential clients. And the biggest reason for this is that they do not really know who their target clients are.
If you are a new tax preparer, your target customers may be individuals or small businesses. But once you establish a clientele, your business could expand, and your target clients may evolve into small companies, large corporations, and independent professionals.
You cannot go on a random hunt for business owners. That would be quite a waste of your time and effort. You have to direct yourself on when and where you will approach your target clients to get their business.
A good example is attending tax preparation seminars or other programs discussing business-related issues. You can find your potential clients here and start making connections.
Tip 3: Start a Website
Having a website is an excellent way to let people know about your business. It is also a good way to drive traffic and find potential clients. You may have the best service in the world, but if you do not have a website, people may not be able to know you even exist.
However, it’s best to note that starting a website is not enough. You have to have a website that can sell your business. If you are a tax preparer, your website should help you showcase your services and experience.
Tip 4: Encourage Referrals
One of the best ways to get clients is through referrals, as you do not have to go out of your way to get them. Just focus on doing an excellent job so that clients will actively recommend you to their friends and family.
Most tax preparers have a referral program to offer discounts on their services. For example, one can get 10% off on their bills if they refer a friend or colleague.
Doing this is a win-win situation. You will get new clients, and your client will also get a discount on their tax preparation fees.
Tip 5: Offer Free Consultations or Tax Preparation Service
While you actually should not give out free consultations just for prospects, you should use them as opportunities to learn more about your target clients and their business.
Use this opportunity to find out more about their business, the challenges they face, and their goals. This way, you will know more about your clients and can offer them better solutions.
Conclusion
These are just some ways you can find new clients for your tax preparation service. You will get more business and more income when you successfully do these steps. But remember to take things slow. Too many people get too excited about the goal that they fail to follow a marketing plan. If you follow the tips above, you will surely have more clients to propel your business forward.
Make sure that you also offer excellent and efficient service by utilizing professional tax preparation software. Keystone Tax Solutions is a leader in the professional tax software industry, offering 100% web-based tax software to help thousands of tax professionals in the US do their job. In our software, you get more than what you pay for. Contact us today to find out more.
