Pay attention to your existing clients. It is five to 10 times more expensive to attract new customers than it is to retain your existing customers. Plus, word of mouth is the best form of advertising!
Stay in touch with your clients on a regular basis. They need to be reminded that you are there year-round and that you care enough to send them important and timely tax information.
Get to know your clients well. The more connected you are the less likely they are to leave and the better you’ll be at serving them.
Always follow through on commitments made to your clients. You must deliver what you promise if you want your clients to trust you and be loyal to you.
Be consistent and professional. This goes for the office image, your image and all contact you have with your clients. Inconsistencies and unprofessionalism can cause you to lose valuable clients.
Learn from other leaders in the tax industry. They are leaders because they have figured out what works. No need to always reinvent the wheel.
Request feedback and suggestions from your clients. You’ll learn so much from your customers – both good and bad. Try to duplicate the positive things and eliminate the things your clients find most frustrating. Consider conducting a client survey.
Hire people that enjoy serving other people. You can teach people taxes but you may not be able to teach people to enjoy serving others. Look for outgoing, client-oriented people.
Focus on a target group and become an expert for them. When you become an expert in a specific field, you become the go-to person and word of mouth will bring you new business.
Share ideas, resources and contacts with your clients. This is considered adding value to your clients and it can be priceless.
Reward your clients for being loyal. It doesn’t always have to cost a lot of money. Your clients will appreciate being recognized for their loyalty.
Continue your education in taxation and other areas that will enhance your knowledge and skills. Increasing your knowledge will benefit you and your clients.
Track what is and isn’t working. You’ll never know what you should continue doing and what you should end without tracking your results.
The Income Tax School (ITS) is acknowledged by tax industry and IRS executives as the national standard for tax preparer training and was ranked #1 by Trendlists for online tax education. ITS was chosen above all U.S. tax schools to partner with a Fortune 1000 company and is referred to by them as “Best in Class.”
ITS is a comprehensive solution for all of your tax training needs. You can join the thousands of tax professionals, CPAs, tax business owners, national tax industry firms, tax service franchisors, colleges/universities and career schools that have relied on these quality tax courses for years.
All tax preparation courses are developed and taught by practicing income tax pros and are written in easy-to-understand language. You will benefit from tax class authors and expert instructors who have years of real world experience working with individuals and small businesses on a daily basis. And this practical knowledge will transfer to you.
All tax classes are available online – 24/7, allowing you to work at your own pace from anywhere with internet access. And as a student of The Income Tax School, you are not in this alone! You will receive personalized instructional support and feedback, as well as access to student and instructor forums.
Once you have successfully completed the Comprehensive Tax Course of our tax school, you will have the skills and knowledge required to prepare tax returns for the general public. In case you were wondering, no previous experience in tax preparation or accounting is required. It’s easy to get started today – so put yourself on the short path to earning more income with a tax education from The Income Tax School!