As a tax professional, it is difficult to focus on anything other than taxes during tax season. This makes the first 3.5 months of the year quite a juggle if you're an Enrolled Agent doing representation and preparation work. Once you present yourself as a tax expert, tax preparation clients are not difficult to find. Tax preparation is a service that is in high demand because everyone needs to file taxes. It does not require much effort when it comes to marketing.
During tax season people seek you out to help with their tax problems. Because their tax problems are top of mind. But that gives a false sense of security as if you never have to put in any work to get clients. That is wrong.
As soon as the tax deadline comes those people will trickle in until they dry up.
Does this sound familiar? Are you living the tax professional life of feast or famine? Well, that stops here today when you implement the steps I share in this article.
The reason why those leads dry up after tax season is that you stopped marketing. Or you may not be doing any marketing at all, expecting people to come find you. That's not how things work unless you've positioned yourself as the go-to person to solve their problem. I explain how to do that in,
So let's take a look at how you do that and how much time you should spend doing that during tax season and outside of tax season.