Let’s face it—most tax professionals don’t enjoy marketing. But if you want to grow your tax resolution practice, you need to know how to attract the right clients.
Here’s the good news: effective marketing doesn’t have to feel pushy or manipulative. It’s about education, positioning, and trust.
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Identify Your Ideal Client
Start by narrowing your focus. Are you targeting individuals with IRS debt over $25,000? Small business owners with payroll tax issues? CPAs who need help referring cases? The clearer your audience, the easier it is to reach them.
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Build Authority with Content
Clients hire experts—not generalists. Post blogs, videos, and social media content that explains tax resolution topics in plain English. Answer common client questions. The more you teach, the more authority you build.
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Use Email Marketing
Email is still one of the highest-converting marketing channels. Build a list of prospective clients and referral partners, then nurture them with helpful content, case studies, and periodic offers. Consistency is key.
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Network with Complementary Professionals
CPAs, family law attorneys, and bankruptcy lawyers often encounter clients who need tax resolution help. Build relationships with them and offer to be their go-to referral partner. Attend local events, offer free presentations, and send helpful resources.
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Use Client Success Stories (with Permission)
Nothing builds trust like results. Share anonymized or client-approved testimonials and case studies. These stories provide social proof and show what’s possible.
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Be Visible Where Clients Are Looking
Make sure your website is professional, easy to navigate, and optimized for SEO. Include a blog, service pages, testimonials, and a clear call to action. Claim your Google My Business Profile and list your services in local directories.
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Don’t Rely on Referrals Alone
Referrals are great, but they’re not predictable. You need a proactive marketing strategy to consistently attract leads. Combine online and offline strategies so you’re not dependent on just one channel.
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Track What Works
Marketing without measurement is just guessing. Use basic analytics tools (like Google Analytics, email reports, and CRM data) to track where leads come from and what content converts. Double down on what works.
Final Thoughts
Marketing is just helping the right people find you. When you lead with education, authority, and real value, prospects come to you pre-sold. Inside Tax Resolution Academy®, we give you the templates, campaigns, and tools to market your services authentically—and grow your practice with clients you actually want to work with.
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Here’s to working smarter, not harder!
And a brighter future for your tax practice!
If you want to know more consider joining the Tax Resolution Academy® by clicking this link
I hope this helps.
If you have any questions, please reach out to us.
I would love to hear your thoughts, challenges, and successes in writing your very own book.
Have a GREAT day,
Cordially,
Dan
Dan Henn, CPA, CTR™
Co-Founder, Tax Resolution Academy®
Managing Member
Tax Pro Academy, LLC
P.S. Want to learn more about the Tax Resolution Academy®, go to https://community.taxresolutionacademy.com.
P.P.S. Check out our CPE classes here! Click the link to Follow our page and you will be notified when we release new classes.
