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How to Market Your Tax Business on Social Media

From focusing on the surrounding people to relying on how popular video content is, here are 10 answers to the question, “Can you share your best tips for marketing a tax business on social media?”

tax business on social media

How to Market Your Tax Business on Social Media

Tip 1

Build Trust With Locals

Paw Vej - Terkel

Paw Vej, Chief Operating Officer, Financer.com

The best tip for marketing a tax business on social media is to build relationships with the small business owners in your area. You can contact them via their posts and comments and create a database of their information. You can send snail mail introductions, providing them with helpful advice and information about taxes relevant to their businesses. Then, repeat this process for other small business owners.

This approach will create a sense of belonging between you and the other business owners, making it easier for them to trust and rely on you as their go-to expert.

By getting to know the local business owners and showing them how knowledgeable you are about taxes, you’ll be able to establish yourself as a trusted source for tax advice. And when tax season rolls around, they’ll remember you first.

Tip 2

Respond To Your Followers

Matt Miller - Terkel

Social media is now more than just a place to post your marketing content; it is also a central location for customer engagement, and that is why it is important to respond to comments and questions when using it to promote your tax business. Over 30% of customers will use social media as a point of engagement, and nearly 80% expect a response to any query within 24 hours.

Responding to your followers’ queries, thanking them for positive comments, and addressing negative comments in a professional and constructive manner will help boost engagement and increase customer satisfaction. By approaching social media as your first point of engagement with your customers and ensuring you respond to your followers, you will increase your brand recognition and establish yourself as a customer-centric business.

Tip 3

Produce Financial Related Content

Georgi Todorov - Terkel

Producing content centered on financial topics is an excellent marketing strategy for promoting a tax business on social media. The reason is, by creating content on financial topics related to taxes, you can showcase your proficiency in the industry.

By sharing valuable information and tips, you can establish yourself as a dependable source of knowledge, which can enhance your credibility and draw in more followers. In addition to that, dispensing useful information and advice can instill confidence in your audience. When people perceive your brand as trustworthy, they are more likely to choose your business over your competitors when they need tax services.

Tip 4

Humanize Your Brand

Johannes Larsson - Terkel

Humanize your brand by sharing personal stories and experiences related to your tax services. This can be especially effective in a tax business, where many people may feel anxious or overwhelmed for taxes.

For example, you could tell a personal story about how you assisted a client in saving money on their taxes or navigating a difficult tax situation. You could also share behind-the-scenes photos of your office or team members to make your followers feel more connected to your brand.

Tip 5

Utilize Case Studies

Scott Lieberman - Terkel

Using case studies in social media ads and posts is an excellent way to increase conversions. It shows prospects how you have helped others with their tax situation, building credibility and social proof.

You could even post a few video case studies on your social media pages where you interview customers and discuss how you have prepared them for the tax season.

Using real-life examples communicates you know what you are doing and that you have already generated results for other people.

Tip 6

Highlight What Makes You Stand Out

Brian Munce - Terkel

Brian Munce, Managing Director, Gestalt Brand Lab

Identify what makes your business unique and match the marketing to that brand. There are several major tax businesses that can afford to spend big on advertising.

If you want to break through the noise, you need to highlight what makes your business special. Whether that’s a more personal approach, better pricing, or something else entirely, your company’s marketing should reflect it. You’ll want to show a consistent message across your website, social media, and other advertising.

Tip 7

Leverage Social Media Advertising

Jay Soni - Terkel

Jay Soni, Marketing Director, Yorkshire Fabric Shop

Advertising on social media platforms is an efficient way to send your message to a larger audience. Advertising can be done in various ways on platforms such as Facebook and LinkedIn, including sponsored posts and targeted advertisements.

You can increase the likelihood of reaching people who are interested in your tax services by tailoring your promotions to specific audiences based on their demographics and their interests.

Tip 8

Prove Your Expertise Through Testimonials

Kim Walls - Terkel

Kim Walls, CEO and Co-founder, Furtuna Skin

Don’t shy away from promoting your testimonials. Ask past and current clients to leave your business a review. Then, promote those reviews on Facebook, Instagram, LinkedIn, etc. Word-of-mouth marketing is powerful for any industry but is especially helpful for tax businesses.

People want to be assured their finances are in safe hands. Showcase your credibility and authority by emphasizing your positive reviews.

Tip 9

Discover The Best Social Media Marketing Platform

Jeff Romero - Terkel

Once you sell your company on the social media market, you may wish to build a profile on each channel. While this is technically possible, it is neither wise nor effective. You may lose focus and fail to meet your campaign goals.

Begin by identifying the most effective social media market platform for representing your professional tax preparation software. If you are unsure which platform best represents your brand or product offerings, I suggest selecting a channel with a large user base.

You can, for example, build a Facebook page and an Instagram profile. These two have the highest number of monthly users. Once you’ve established yourself and are comfortable on social media, you can expand your tax business promotion by using additional social networks such as Twitter and LinkedIn.

Tip 10

Use Video Content

Cindi Keller - Terkel

Cindi Keller, Communications Coordinator, The Criminal Defense Firm

I believe that video content is getting more popular on social media and can be an excellent way to display your expertise and services. I think it would be a good idea to make some short videos that explain difficult tax ideas in a way that anyone can comprehend. You can also use video to show your office or team, as well as make video testimonials from delighted clients.

Ready to market your tax business on social media?

You’ve heard what the experts had to say, now it is your turn. Leave a comment below on your favorite way to market a tax business on social media.

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