A full tax season calendar, and clients who come back next year
Get found locally, answer every inquiry fast, fill your calendar with appointments people keep, and bring last year’s clients back.
25%
fewer no-shows when people get digital appointment reminders, across 21 studies.
Sound familiar?
Tax preparation lives and dies in a few months. We help preparers get found locally, answer every inquiry quickly, book appointments that people actually attend, and bring last year’s clients back before they try an app.
Everything happens at once
Most of your year’s demand arrives in a few weeks before the filing deadline, when you have the least time to answer it.
DIY software and price shopping
Clients compare you with apps and chains. You need to show quickly why a real preparer is worth it.
No-shows waste peak-season slots
Every missed appointment in peak season is revenue you can’t recover.
Returning clients aren’t guaranteed
Without a reminder before the season, some of last year’s clients file elsewhere.
The filing season, step by step
We set exact dates from your country’s filing calendar. A typical season runs like this.
- 1
6–8 weeks before
Reactivation messages to last year’s clients.
- 2
Season opens
Booking opens, local ads and maps go live.
- 3
Peak weeks
Peak bookings, reminders and fast replies.
- 4
Filing deadline
Last-minute filers and extension requests.
- 5
Extended deadline
Extended returns due; book next season early.
Where we’d start for tax preparers
A typical starting plan. Your free audit tells us which parts matter most for your firm.
The rules we work within
Your license and reputation come first. These are the rules that shape how we market tax preparers.
This is general information, not legal advice. Your compliance team or adviser has the final word.
Preparer credentials
Many tax authorities require paid preparers to be registered and prohibit misleading advertising, including implying government endorsement. We keep ads factual and never use official logos.
Calls and texts
Marketing texts need the consent your local rules require and respect quiet hours. Appointment reminders are sent only to clients who booked.
Questions from tax preparers
Is it too late to start when the season opens?
No, but earlier is better. Search ads and reactivation can start within days; local search ranking takes longer.
Can you handle the calls when we are swamped?
Yes. Our team can answer inquiries, qualify them and book appointments while you prepare returns.
What about the off-season?
We keep clients warm with useful reminders and promote year-round services like amended returns, tax authority letters and business bookkeeping.