When should a tax practice start marketing for the season?

Search visibility and reviews take months to build, so website updates, Google Business Profile completeness and review gathering should be finished by autumn. December is for client reminders and publishing availability. January through April is for concentrated paid spend.

When should a tax practice start marketing for the season?

Earlier than almost anyone does. The work that determines a season's volume happens in autumn, not in January.

The reason is mechanical. Search rankings, review counts and profile authority all build over months. They cannot be assembled in February when demand is already peaking. A practice that starts marketing in January is competing with practices whose groundwork was laid in September.

A workable calendar:

  • May to August. Content, referral partner relationships, contact clients who did not return last season, sell mid-year planning sessions.
  • September to November. Website updated, Google Business Profile completed, reviews gathered, filing-season content written and scheduled.
  • December. Client reminders out, availability and cutoff dates published.
  • January to April. Paid budget concentrated, typed booking live, delivery conversations on every return.

The single highest-value autumn task is review collection. Reviews accumulate slowly and they drive the local map results that produce January inquiries. Asking in October produces results in February.

Everything written for the season should be scheduled before the season, because it will not get written during it.

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The Tax Advisor BrandPack is ready to use, fully customizable, and done for you, so you get all the marketing assets you need.

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