What marketing does a new tax practice need first?

Four things, all buildable before a first season:

• A website naming the situations you handle, with a pricing structure and availability. Situations rather than services, because that is how people search. A starting price by return type, and a clear statement of whether you are accepting new clients and until when.
• A complete Google Business Profile with reviews. This is where January demand surfaces. Build it in autumn, because rankings and reviews accumulate slowly and cannot be assembled during the season.
• Typed appointment booking. New client consultation, drop-off, notice review. This sorts inquiries at the point of contact and saves a great deal of triage during the eight weeks that matter.
• A delivery conversation script. What you say when handing over a completed return, covering what could have been done with more notice and the offer of a planning conversation. This is what converts a one-off filer into a relationship.

Content, paid search and referral partner development all come after. They amplify a practice that already captures and retains well.

Build all four by October for a January season.