How to Ask Your Clients for a Review or Testimonial: A Fun Guide for Tax Pros

It’s time to talk about something that can be as tricky as explaining the alternative minimum tax to a new client: asking for reviews and testimonials. Don’t worry, though. We’ve got some tips to make it as easy as pie (or as easy as a 1040-EZ, at least).

1. Timing is Everything

Just like you wouldn’t ask for dessert at the beginning of a meal, timing your request for a review is crucial. The best time is right after you’ve successfully navigated the stormy seas of the IRS on their behalf. Their relief and gratitude make this the perfect moment to ask. When they are happy and express their feelings of gratitude toward you and your staff, that is the best time to ask.

2. Keep It Simple

Let’s face it, tax talk can be complex. But asking for a review? That should be simple. Try something like, “Hey, if you feel like we’ve done a great job, would you mind sharing your experience online? It really helps us out.” Straightforward and to the point, like a well-organized spreadsheet.

3. Options, Options, Options

Some clients are tech-savvy, some prefer the good old pen and paper, and some might just be naturals in front of a camera. Offer various options:

  • Google My Business: For the digital aficionados. It’s quick, it’s easy, and it’s great for your online presence. Plus, who doesn’t love a five-star rating? Send them a link in an email to make it easy.
  • Video Testimonials: For the Spielberg wannabes. A short video can be a powerful way to capture emotion and enthusiasm. Plus, it’s a chance for them to be a star!
  • Written Testimonials: Old school but gold. Written testimonials are timeless and can be used in multiple ways, from your website to your office wall.
  • Text Reviews: For the modern, on-the-go client. A quick text message can be an easy way for them to give a thumbs up.
  • Oh, and don’t forget to ask if you can use any of these in your marketing!

4. Show Examples

Sometimes clients need a little inspiration. Show them some stellar examples of reviews or testimonials you’ve received in the past. It’s like showing them a perfect tax return as a model. Don’t be afraid to write it for them. Send it to them and ask if they like it or they can edit it as they deem fit. Also, ask them to be as specific as possible on the great job you did. Saved them $15,000. Got the IRS off their back. Eliminated a $52,000 penalty, etc.

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5. Make It Fun

Remember, you’re not asking them to fill out another form 1040. Make the process fun. You could even turn it into a light-hearted competition or offer a small thank-you gesture, like a discount on next year’s tax preparation or gift card.

6. Say Thank You

Always express your gratitude, whether they leave a review or not. A simple “thank you” can go a long way, just like a well-calculated tax deduction. Send a hand-written thank you card.

7. Follow Up (But Don’t Nag)

Send a gentle reminder if they haven’t left a review after a week or so. But remember, there’s a fine line between a friendly follow-up and becoming the equivalent of that pesky IRS agent.

Conclusion:

Asking for reviews doesn’t have to be daunting. With the right approach and a bit of humor, it can even be enjoyable. And remember, each positive review is like a badge of honor, showcasing your hard work and dedication to navigating the complex world of taxes. So go ahead, ask away, and watch your professional reputation flourish!

 

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Dan Henn, CPA, CTR™
Managing Member
Tax Pro Academy, LLC