Is Your Marketing Actually Getting You Clients?

Marketing doesn’t have to be complicated, flashy, or expensive. In fact, most tax pros waste time on marketing strategies that don’t work—not because they’re lazy, but because no one ever showed them what does.

Here’s the truth: The best marketing is simple, consistent, and focused on reaching the right people with the right message.

Whether you’re trying to grow your tax resolution practice or offer a broader range of services, here are 8 marketing strategies that actually work:

  1. Know Your Ideal Client (and Speak Their Language)

    Before you write a single ad, email, or blog post, get clear on who you’re talking to. Are you helping self-employed creatives who didn’t know they owed quarterly taxes? Small business owners behind on payroll taxes? Or retirees dealing with IRS notices?

Clarity on your audience makes every piece of content more effective. Speak to their fears, frustrations, and goals—not just your services. Instead of saying, “I help with Offers in Compromise,” say, “I help people reduce their IRS debt by up to 90%.”

  1. Build a Clear, Credible Website That Converts

    Your website is your storefront. It doesn’t have to be fancy, but it must be:

  • Clear about who you help and how
  • Easy to navigate and mobile-friendly
  • List the benefits (what do they get from using your services) of your services, not just the features (list of what you do)
  • Optimized for local search (more on that next)
  • Built to convert (with a contact form, call-to-action buttons, and client testimonials.reviews)

Most visitors won’t call you unless they trust you—and your website is often their first impression.

  1. Leverage Local SEO (So Clients Can Find You)

    Set up and optimize your Google Business Profile with accurate info, services, and reviews. Then, include local keywords throughout your website. For example:

  • “IRS tax help in Atlanta”
  • “Back taxes resolution Miami CPA”

Even if you work remotely, people still search by location when looking for trusted tax professionals.

  1. Send Helpful, Consistent Emails

    Your email list is one of the highest-ROI marketing tools you own. Send regular content that:

  • Solves problems (“What to do when you get an IRS notice”)
  • Educates (“How Offers in Compromise actually work”)
  • Shares case studies (client stories) and wins
  • Positions you as the go-to expert

Aim for at least once a week or twice a month (work toward 3-5 times a week). Consistency builds trust and keeps you top of mind.

  1. Repurpose Your Content Like a Pro

    Created a blog post? Great. Now turn it into:

  • An Instagram or LinkedIn carousel
  • A short-form video (YouTube Shorts, Reels, TikTok)
  • A client email
  • A webinar topic or lead magnet
  • Compile your blog posts into a book

You don’t need to create more content—just get more mileage out of what you already have.

  1. Build Strategic Referral Relationships

    CPAs, EAs, financial advisors, and tax and estate planning (as well as bankruptcy or divorce) attorneys often deal with clients who owe back taxes—but don’t want to touch IRS resolution work themselves.

Reach out to 5-10 professionals you’d want to collaborate with and offer to:

  • Do a free educational webinar for their audience
  • Share a co-branded client checklist or FAQ
  • Set up a simple referral process that makes them look good too

One solid referral partner can send you 3–5 new clients a year.

  1. Share Success Stories (Without Violating Privacy and Confidentially)

    Real-world results sell better than any ad. Use anonymized case studies to show how you’ve helped:

  • Reduce a client’s $43,000 debt to $5,800
  • Lifted a bank levy within 3 days
  • Help a freelancer avoid collections by negotiating a monthly plan

Highlight outcomes, not technical details.

  1. Focus on 1–2 Platforms and Show Up Consistently

    Don’t try to be everywhere. If you enjoy writing, focus on LinkedIn and blogs. If you’re comfortable on camera, start a YouTube channel or post Reels.

Consistency beats complexity. Go deep on one platform, show up consistently, and you can outperform scattershot posting across five.

Final Thoughts

Good marketing doesn’t feel like “marketing”—it feels like trust-building. When you consistently show up with value, position yourself clearly, and make it easy for clients to reach out, you won’t need gimmicks.

Inside Tax Resolution Academy®, we teach tax professionals how to build marketing systems that attract high-quality leads—without wasting time or money. Want your calendar filled with better clients who already trust your expertise? We’ll show you how.

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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

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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.

Dan Henn CPA