7 proven strategies to gain new clients as a tax preparer

As a tax preparer, growing your client base is essential for the success of your business. In this competitive industry, it’s crucial to have effective strategies in place to attract new clients. In this blog post, we’ll explore seven tried-and-true techniques to help you expand your clientele and build a thriving tax preparation business. 

Develop a Referral Program 

Word-of-mouth referrals are a powerful tool for attracting new clients. Establishing a referral program incentivizes your existing clients to spread the word about your services. Offer a discount or a small gift as a token of appreciation for every successful referral. This not only rewards your loyal clients but also encourages them to actively promote your services to their friends and family. 

Additionally, consider creating referral materials, such as business cards or digital assets, that clients can easily share with potential leads. This makes it convenient for them to introduce your services to others, further expanding your reach. Regularly check in with clients to thank them for their referrals and express gratitude for their continued support. Cultivating these relationships can lead to long-lasting partnerships and a steady stream of new clients. 

Tap Into Your Professional Network 

Networking is a cornerstone of any successful business. Leverage your professional relationships with accountants, financial advisors, lawyers, and other professionals in related fields. They can refer clients to you when tax-related services are needed. Regularly attending industry events, seminars and conferences can also provide opportunities to connect with potential clients and establish valuable partnerships. 

Consider organizing collaborative events or workshops with professionals in complementary industries. This showcases your expertise and demonstrates a commitment to providing comprehensive solutions for your clients. Building strong connections with fellow professionals can lead to a mutually beneficial exchange of referrals, benefiting both parties in the long run. 

Offer Free Tax Planning Seminars 

Hosting free tax planning seminars is an excellent way to showcase your expertise and attract potential clients. By sharing valuable insights and addressing common tax concerns, you establish yourself as a trusted authority in the field. Promote your seminars through social media, your website and local advertising channels to reach a wider audience. 

In addition, consider offering incentives for attendees to refer others to your services. Provide informational handouts or exclusive discounts to seminar participants, encouraging them to spread the word about your expertise. This will increase your chances of acquiring new clients and reinforce your reputation as a knowledgeable and approachable tax preparer. Remember, the goal is not only to educate but also to create lasting connections with potential clients. 

Join Networking Groups 

Joining local business or professional networking groups can be instrumental in expanding your client base. These groups provide a platform to connect with fellow entrepreneurs, potential clients, and professionals in various industries. By actively participating in discussions and sharing your expertise, you can establish credibility and gain referrals from other members. 

When participating in networking groups, aim to be a valuable resource for others. Offering to share your knowledge and expertise freely can lead to reciprocal support, and members are more likely to refer clients your way when they see you as a helpful and trustworthy resource. 

Provide Exceptional Customer Service 

Outstanding customer service is a powerful tool for attracting and retaining clients. Go above and beyond to meet your clients’ needs and ensure their experience with your tax preparation services is positive and memorable. A satisfied client is more likely to refer your services to others and become a long-term, loyal customer. 

Consider sending personalized thank-you notes or holiday greetings to show your appreciation for their business. Going the extra mile to make your clients feel valued can leave a lasting impression and lead to more referrals and repeat business. 

Leverage Social Media and Online Presence 

In today’s digital age, having a strong online presence is crucial for any business. Maintain an active presence on social media platforms like Facebook, LinkedIn, and Twitter. Share informative content, engage with your audience, and respond promptly to inquiries. Additionally, consider optimizing your website for search engines (SEO) to ensure potential clients can find you easily online. 

Invest in targeted online advertising campaigns to reach potential clients in your local area and use analytics tools to track the performance of your online efforts. A well-maintained online presence can significantly boost your visibility and attract new clients. 

Offer Specialized Services 

Differentiate yourself from competitors by offering specialized tax services. Whether it’s in-depth knowledge of a specific industry or expertise in handling complex tax situations, showcasing your unique skills can attract clients seeking specialized assistance. Highlight your niche on your website, in marketing materials and during client consultations.  

Consider publishing case studies or success stories related to your specialized services, demonstrating how your expertise has positively impacted your clients. There’s no need to reinvent the wheel; our Tax Practice Management Manuals will enable you to compete on a level playing field with national tax preparation chains. Our guides include policy and procedures manuals, marketing manuals and much more. 

Showcasing your abilities in a practical context can draw potential clients who require your unique skills and knowledge. 


By implementing these seven strategies, you can effectively attract new clients and grow your tax preparation business. Remember, consistency and genuine dedication to your clients’ needs are key to building a solid reputation in the industry. Stay proactive, continuously seek opportunities to network, and always strive to provide exceptional service.  

For further support and professional development, Surgent Income Tax School offers a range of continuing education courses designed to help tax preparers not only refine their skills but also learn how to start and grow their business. With the right approach, your tax preparation business will thrive and prosper.