How do tax advisors market notice and back-tax work?
By stating clearly on the website which of that work is handled. People searching for help with a notice are highly motivated, often not currently anyone's client, and less price sensitive. Only advertise services your credential permits you to provide.
This work has unusual marketing characteristics: it arrives year round, it is urgent, the person is highly motivated, and they are frequently not currently anyone's client.
That combination makes it both a good off-season revenue source and a genuine acquisition channel, since someone who arrives with a notice and gets it resolved often becomes an ongoing client.
What to do:
- State clearly on the website which of this work you handle. Notice response, amended returns, back filing, payment arrangements. People search these situations directly.
- Write for the emotional state. Someone holding a notice is anxious. Plain language, an explanation that this is common and usually resolvable, and a clear next step converts far better than technical description.
- Make contact easy and fast. Urgency means the first responsive practice usually wins.
- Price it separately from preparation, since scope varies enormously.
Only advertise what your credential permits you to do. Representation rights before tax authorities differ by credential, and this is one area where overstating scope carries real consequences. Confirm what applies to you before publishing service descriptions.
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