Are You Leveraging LinkedIn As a Tax Pro?

LinkedIn is a powerful social networking channel designed for business professionals to share knowledge, connect, and build their network. It’s a great tool for tax professional for a number of reasons, but only if you’re using it to its full potential! We haven’t blogged about LinkedIn in a while so we thought since we are in full-blown tax season, it would be a great time to update readers with some easy ways to help leverage this tool for gaining clients.

Button Up Your Profile

How you present yourself is important. Your LinkedIn profile is essentially your CV (Curriculum Vitae) or resume. You want people to be interested in you, not turned off by a lackluster profile. Make sure you have a professional picture, your profile is completely filled out, and you’ve added any certificates or credentials you have earned.

Take some time crafting a compelling headline that catches people’s attention. Something like… “Saving taxpayers hassle and money for 30+ years”.

Another feature that helps you stand out is adding a header image. Use this space to create an image that shows off and promotes your business. Canva is an excellent and easy program to create images.

Finally, get endorsed for your skills and ask clients and connections for recommendations. This will provide a little social proof and help make you look legit and professional.

LinkedIn Company Page

If you run a tax firm with multiple employees, you should also set-up a LinkedIn Page for your business. Make sure your page information is filled out completely, and that you add a logo and header image to your profile.

Once your page is set-up, make sure all of your employees are connected to it, and post regularly.

Share Content

The purpose of LinkedIn is to share knowledge and connect with other professionals. Share updates about your business and tax tips your network will find professional – just like you would on a company Facebook Page.

LinkedIn Pulse is a great place to publish long-form content that will reach your network. Even if it’s a re-post of a blog from your website, getting your information out there on multiple channels helps to establish yourself as a subject matter expert and increases your potential reach.

Connect with Others

Throw those business cards you’ve been collecting out! Instead, connect with those people on LinkedIn. Not only will you add them to your growing network, but they’ll also get updates from you. This is a great way to stay top of mind with both old and new connections.

If you really want to get organized, you can tag the profiles of your connections with things like industry or networking group so your contacts are sortable.

Here’s where LinkedIn gets really cool. Are you looking to add clients in a specific industry? You can search for people who work in specific fields in your area and then see if you have any mutual connections. It’s a great way to get a warm lead.


Finally, advertising your services is a great way to reach a wider audience. LinkedIn ads provide a way to target specific industries, jobs, seniority levels, and so much more.

Are you leveraging all of these great features on LinkedIn? Here’s your chance to button up your profile and start connecting before tax season ends!