What should tax advisors post on social media?

Planning decisions, in plain language, published mainly outside filing season.

The rhythm in this profession is backwards. Everyone posts in March and almost nobody posts in August. March is noise. August is an open field, and it is also when the decisions that actually reduce someone's bill are being made.

What to publish:

• Decisions rather than deadlines. When it makes sense to think about entity structure. What quarterly estimates are and who they apply to. What records to keep during the year. Why a large refund is not automatically good news.
• Content for one client type. Self-employed contractors, landlords, people with equity compensation. General tax content reaches nobody in particular and attracts the most price-sensitive inquiries.

Stay general and say so. Public content cannot address a specific situation, and attempting it creates real exposure. Speak generally, note that circumstances differ, and move specifics to a conversation. That boundary is also an honest call to action.

Confirm what obligations apply to your own credential regarding public communication before establishing a posting habit.

Write and schedule the entire filing-season run in December.