TPM

This tax season has been insane. We have clients that are reaching a boiling point … and as we’ve reached out, we get comments like: It’s nice to know that I am not in this alone, as I have consistently felt these last few weeks … All these changes to the tax code are an

Occasionally, my team and I speak to various tax professional groups — whether with the NATP, through CPA Academy, Encoursa and other CPE providers, or at different conferences, etc. We talk about best marketing strategies, including SEO, local listings, email marketing, and websites for tax professionals. But a little while ago, we were invited to

Honestly consider your tax or CPA firm marketing and answer this question: Do you have an overall online presence that actually brings in new clients to your practice? Notice that in that question I did not ask about or utter the word “website.” That’s because while having a great, conversion-oriented website is an important component

You’re not alone. Many of our TaxProMarketer agency clients are BURIED with client problems, shifting deadline issues, lack of IRS guidance, SBA confusion, and (of course) the normal tax season triage. (Which, by the way, is a great way to look at things — triage, that is. Identify the key deadlines and prioritize accordingly. You

If you spend too much time on #TaxTwitter or within certain industry discussion boards or Facebook groups, there is a good chance that all of the curve balls that the IRS has thrown us (hello Q1 estimates) have you pretty … frustrated. And that’s completely understandable, given the fact that the IRS still hasn’t finished

Let’s kill an industry sacred cow today: This is one of the biggest problems with most of the email marketing that I see done by tax professionals and accountants, and it is a holdover from the days when print marketing dominated the online space. Email should never be used as a “newsletter.” It is not

With the AICPA and the NATP agitating for an extension of the April 15th deadline, the PPP second draw, the ARP, and more … WHO KNOWS what the next 6 weeks will look like? Regardless — it’s your job, as the owner, to ensure that your practice is optimizing this moment to its fullest. If

The best way to use email marketing for accountants and tax pros is definitely NOT to send out a “newsletter”. Instead, here at TaxProMarketer, we’ve fine-tuned a formula for tax and accounting firms to get a little “ninja” with their email marketing. And by that I mean, sneakily-effective email that sucks in referrals and builds

We’ve reached the point of tax season in which the temptation to lose oneself in online distractions has subsided. Work is cranking up to 11, and there are “American Rescue Plan” (aka Stimulus Part 3) doings to track through Congress. This is going to be a very interesting tax season. For many of our clients,

Honestly, this isn’t even our “best” story, but it’s a pretty clear example of why your tax or accounting firm marketing plan needs to include local listings management. For one firm whose local listings we started managing, the difference from one tax season to the next was pretty stark: Year over year, their average search